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Public ownership evidence

CMS Energy Corporation (CMS) Ownership Disclosures

Read CMS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29139$10,634None
Cornerstone Financial Management LLC2026-03-312026-08-29111$8,611None
Cornerstone Financial Management LLC2025-12-312026-08-29111$7,762None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,451$259,179None
Advisors Asset Management, Inc.2021-12-312026-08-2811,889$773,379None
Advisors Asset Management, Inc.2022-12-312026-08-2814,371$910,115None
Advisors Asset Management, Inc.2020-06-302026-08-2819,433$1,135,276None
Advisors Asset Management, Inc.2022-06-302026-08-2811,504$777,000None
Advisors Asset Management, Inc.2021-09-302026-08-2816,209$968,000None
Corient Private Wealth LP2026-06-302026-08-287,653$585,487None
Corient Private Wealth LP2026-06-302026-08-28139,970$10,707,797None
Principia Wealth Advisory, LLC2026-06-302026-08-2777$5,891None
Principia Wealth Advisory, LLC2026-03-312026-08-2730$2,327None
Advisors Asset Management, Inc.2024-03-312026-08-2723,574$1,422,455None
Advisors Asset Management, Inc.2025-03-312026-08-2717,865$1,341,840None
Advisors Asset Management, Inc.2022-09-302026-08-2711,815$688,000None
Advisors Asset Management, Inc.2020-12-312026-08-2724,545$1,497,000None
Advisors Asset Management, Inc.2022-03-312026-08-2710,942$765,283None
Advisors Asset Management, Inc.2023-06-302026-08-2720,564$1,208,135None
Advisors Asset Management, Inc.2023-09-302026-08-2721,521$1,142,980None
Advisors Asset Management, Inc.2023-03-312026-08-2717,294$1,061,506None
Advisors Asset Management, Inc.2021-03-312026-08-2724,086$1,474,545None
Advisors Asset Management, Inc.2021-06-302026-08-2718,017$1,064,000None
Advisors Asset Management, Inc.2020-09-302026-08-2720,005$1,228,507None
Advisors Asset Management, Inc.2025-09-302026-08-2720,918$1,532,453None
Advisors Asset Management, Inc.2023-12-312026-08-2723,671$1,374,575None
Advisors Asset Management, Inc.2019-12-312026-08-2616,644$1,045,909None
Advisors Asset Management, Inc.2025-06-302026-08-2519,546$1,354,147None
CYBER HORNET ETFs LLC2026-06-302026-08-25843$64,490None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25358,049$27,390,749None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2527,390,749$358,049,000None
Bernard Wealth Management Corp.2026-06-302026-08-22962$73,593None
Advisors Asset Management, Inc.2024-09-302026-08-2220,353$1,437,532None
Advisors Asset Management, Inc.2024-06-302026-08-2223,919$1,423,898None
Advisors Asset Management, Inc.2024-12-312026-08-2219,718$1,314,205None
Advisors Asset Management, Inc.2025-12-312026-08-2223,926$1,673,145None
Advisors Asset Management, Inc.2020-03-312026-08-2219,256$1,131,290None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-224,962$379,593None
Assenagon Asset Management S.A.2026-06-302026-08-22518,237$39,645,131None
Rehmann Capital Advisory Group2026-06-302026-08-214,148$317,390None
Kingsview Wealth Management, LLC2026-06-302026-08-203,537$270,581None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-202,752$210,528None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2039,375$3,012,222None
Beacon Pointe Advisors, LLC2026-06-302026-08-196,823$521,948None
Advisors Asset Management, Inc.2019-03-312026-08-1928,827$1,601,052None
Advisors Asset Management, Inc.2019-09-302026-08-1917,136$1,095,847None
Advisors Asset Management, Inc.2019-06-302026-08-1916,969$982,675None
Orion Capital Management LLC2026-06-302026-08-199$689None
Ensign Peak Advisors, Inc2026-03-312026-08-19278,477$21,604,246None
Ensign Peak Advisors, Inc2025-12-312026-08-19304,257$21,276,692None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.