CMS Energy (CMS) Institutional Ownership

$63.24
+0.09 (+0.14%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for CMS Energy (NYSE:CMS)

Current
Institutional Ownership
Percentage
93.57%
Number of
Institutional Buyers
(last 12 months)
353
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
266
Total
Institutional Outflows
(last 12 months)
$1.41B
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CMS Institutional Buying and Selling by Quarter

CMS Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Yaupon Capital Management LP310,113$18.71M0.9%-16.0%0.104%
5/17/2024 Zimmer Partners LP860,524$51.92M1.1%+448.5%0.289%
5/17/2024 iA Global Asset Management Inc.755,554$45.59M0.5%-0.9%0.253%
5/17/2024 Comerica Bank170,800$10.31M0.0%-5.7%0.057%
5/17/2024 Tidal Investments LLC16,606$1.00M0.0%+86.4%0.006%
5/16/2024 California State Teachers Retirement System391,922$23.65M0.0%-3.8%0.131%
5/16/2024 B. Riley Wealth Advisors Inc.7,465$450K0.0%+40.8%0.003%
5/16/2024 Industrial Alliance Investment Management Inc.8,680$524K0.2%+3.2%0.003%
5/16/2024 Janus Henderson Group PLC40,713$2.46M0.0%-2.6%0.014%
5/16/2024 BROOKFIELD Corp ON 1,206,697$72.81M0.4%-10.0%0.405%
5/16/2024 Bayesian Capital Management LP19,600$1.18M0.1%+402.6%0.007%
5/15/2024 Public Employees Retirement System of Ohio171,378$10.34M0.0%-1.1%0.057%
5/15/2024 Public Employees Retirement Association of Colorado278,321$16.79M0.1%+787.9%0.093%
5/15/2024 Energy Income Partners LLC898,774$54.23M1.1%+8.3%0.302%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund9,717$586K0.0%-6.5%0.003%
5/15/2024 Kentucky Retirement Systems22,361$1.35M0.0%-4.2%0.008%
5/15/2024 Price T Rowe Associates Inc. MD3,619,975$218.43M0.0%-31.1%1.215%
5/15/2024 Lazard Asset Management LLC50,719$3.06M0.0%+48,203.8%0.017%
5/15/2024 Epoch Investment Partners Inc.268,274$16.19M0.1%-2.2%0.090%
5/15/2024 1832 Asset Management L.P.873,370$52.70M0.0%-42.0%0.293%
5/15/2024 Gabelli Funds LLC192,817$11.64M0.1%-0.8%0.065%
5/15/2024 Gamco Investors INC. ET AL27,300$1.65M0.0%-1.6%0.009%
5/14/2024 Canada Pension Plan Investment Board690,290$41.65M0.0%-17.1%0.232%
5/14/2024 Westwood Holdings Group Inc.202,319$12.21M0.1%+17.7%0.068%
5/14/2024 Capital Research Global Investors2,747,739$165.80M0.0%-50.9%0.922%
5/14/2024 Capital International Sarl38,095$2.30M0.1%+45.3%0.013%
5/14/2024 Toronto Dominion Bank94,777$5.72M0.0%-43.3%0.032%
5/14/2024 Capital International Inc. CA 33,274$2.01M0.0%+2.5%0.011%
5/14/2024 Capital International Investors6,196,207$373.88M0.1%-0.2%2.079%
5/14/2024 Capital Group Private Client Services Inc.323,489$19.52M0.2%+12.5%0.109%
5/14/2024 EntryPoint Capital LLC1,831$110K0.1%N/A0.001%
5/14/2024 Shell Asset Management Co.18,940$1.14M0.1%-26.5%0.006%
5/14/2024 Mattern Wealth Management LLC18,037$1.09M0.3%-5.1%0.006%
5/14/2024 Mattern Capital Management LLC123,466$7.45M1.0%+8.5%0.041%
5/14/2024 Crewe Advisors LLC2,049$124K0.0%N/A0.001%
5/14/2024 Natixis29,925$1.81M0.0%-94.4%0.010%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund3,985$240K0.0%-18.6%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co161,378$9.75M0.0%-1.1%0.054%
5/14/2024 American International Group Inc.76,972$4.64M0.0%+0.6%0.026%
5/14/2024 National Bank of Canada FI260,268$16.38M0.0%-4.7%0.087%
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5/13/2024 UniSuper Management Pty Ltd1,115,361$67.30M0.6%+15.8%0.374%
5/13/2024 Seven Eight Capital LP13,597$820K0.1%N/A0.005%
5/13/2024 O Shaughnessy Asset Management LLC16,328$985K0.0%+80.0%0.005%
5/13/2024 Rockport Wealth LLC3,515$212K0.1%N/A0.001%
5/11/2024 Bahl & Gaynor Inc.461,409$27.84M0.2%+42.8%0.155%
5/11/2024 Partners Group Holding AG665,158$40.14M3.6%-4.2%0.223%
5/11/2024 Strait & Sound Wealth Management LLC3,474$201K0.1%N/A0.001%
5/10/2024 Ontario Teachers Pension Plan Board37,208$2.25M0.0%+26.9%0.012%
5/10/2024 Vanguard Group Inc.36,805,809$2.22B0.0%-0.6%12.348%
5/10/2024 Intech Investment Management LLC74,273$4.48M0.1%+575.7%0.025%
5/10/2024 JPMorgan Chase & Co.22,662,964$1.37B0.1%+14.0%7.603%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp252,531$15.24M0.0%-5.2%0.085%
5/9/2024 Orion Portfolio Solutions LLC23,152$1.40M0.0%+12.4%0.008%
5/9/2024 Lord Abbett & CO. LLC1,113,989$67.22M0.2%+221.2%0.374%
5/9/2024 SageView Advisory Group LLC3,350$202K0.0%-6.2%0.001%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.352,451$21.27M0.0%+16.4%0.118%
5/9/2024 State Board of Administration of Florida Retirement System362,163$22.23M0.0%+8.5%0.122%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.22,108$1.33M0.0%-10.6%0.007%
5/8/2024 Entropy Technologies LP29,054$1.75M0.2%+119.3%0.010%
5/8/2024 Bleakley Financial Group LLC9,891$597K0.0%-5.3%0.003%
5/8/2024 ProShare Advisors LLC38,890$2.35M0.0%-0.7%0.013%
5/8/2024 Avantax Advisory Services Inc.15,563$939K0.0%-2.1%0.005%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS583,885$35.23M0.2%+6.7%0.196%
5/8/2024 US Bancorp DE242,365$14.62M0.0%+1.8%0.081%
5/8/2024 Russell Investments Group Ltd.282,099$17.02M0.0%-21.1%0.095%
5/8/2024 QRG Capital Management Inc.10,132$611K0.0%+22.3%0.003%
5/8/2024 Headlands Technologies LLC714$43K0.0%N/A0.000%
5/8/2024 Inspire Investing LLC38,387$2.32M0.2%N/A0.013%
5/7/2024 Sei Investments Co.290,469$17.53M0.0%-2.9%0.097%
5/7/2024 SilverOak Wealth Management LLC56,090$3.38M0.8%-18.5%0.019%
5/7/2024 Montag A & Associates Inc.3,817$230K0.0%+247.0%0.001%
5/7/2024Susquehanna Fundamental Investments LLC294,144$17.75M0.8%N/A0.099%
5/7/2024 Swiss National Bank873,800$52.73M0.0%-4.2%0.293%
5/7/2024 Reaves W H & Co. Inc.1,481,220$89.38M3.2%-17.6%0.497%
5/7/2024 Forsta AP Fonden48,100$2.90M0.0%-3.0%0.016%
5/7/2024 Illinois Municipal Retirement Fund175,908$10.61M0.2%-13.6%0.059%
5/7/2024 Benedetti & Gucer Inc.4,198$253K0.1%-3.8%0.001%
5/7/2024 SG Americas Securities LLC6,450$389K0.0%-76.6%0.002%
5/7/2024 Empowered Funds LLC4,581$276K0.0%+23.9%0.002%
5/6/2024 Quantbot Technologies LP29,752$1.80M0.1%+159.1%0.010%
5/6/2024 Envestnet Portfolio Solutions Inc.77,315$4.67M0.0%+11.2%0.026%
5/6/2024 Empirical Finance LLC10,488$633K0.0%+3.5%0.004%
5/6/2024 Duality Advisers LP114,193$6.89M0.7%+1,854.4%0.038%
5/6/2024 Advisory Alpha LLC5,741$346K0.0%+5.8%0.002%
5/6/2024 Texas Permanent School Fund Corp60,851$3.67M0.0%+1.0%0.020%
5/3/2024 VeraBank N.A.3,400$205K0.1%N/A0.001%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S13,891$838K0.0%-97.0%0.005%
5/2/2024 Jennison Associates LLC2,077,855$125.38M0.1%+0.1%0.696%
5/2/2024 Mutual of America Capital Management LLC38,604$2.33M0.0%-1.1%0.013%
5/2/2024 Daiwa Securities Group Inc.45,013$2.72M0.0%+51.0%0.015%
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5/2/2024 Fidelis Capital Partners LLC1,481$89K0.0%N/A0.000%
5/2/2024 Tokio Marine Asset Management Co. Ltd.8,669$523K0.0%+15.6%0.003%
5/1/2024 Janney Montgomery Scott LLC35,326$2.13M0.0%+1.1%0.012%
5/1/2024 BNP Paribas Financial Markets254,177$15.34M0.0%-24.3%0.085%
5/1/2024 Mirae Asset Global Investments Co. Ltd.74,719$4.51M0.0%+56.8%0.025%
5/1/2024 Sequoia Financial Advisors LLC7,679$463K0.0%-5.4%0.003%
4/30/2024 Private Advisor Group LLC28,010$1.69M0.0%+33.1%0.009%
4/30/2024 Retirement Systems of Alabama64,987$3.92M0.0%+1.1%0.022%
4/30/2024 Van ECK Associates Corp72,256$4.36M0.0%+3.3%0.024%
4/30/2024 HB Wealth Management LLC19,144$1.16M0.0%+2.8%0.006%
(Data available from 1/1/2016 forward)

CMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMS shares?

During the previous two years, 646 institutional investors and hedge funds held shares of CMS Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.22B), BlackRock Inc. ($1.57B), JPMorgan Chase & Co. ($1.37B), State Street Corp ($1.03B), Geode Capital Management LLC ($381.70M), Capital International Investors ($373.88M), and Ameriprise Financial Inc. ($364.24M).Learn more on CMS's institutional investors.

What percentage of CMS Energy stock is owned by institutional investors?

93.57% of CMS Energy stock is owned by institutional investors. Learn more on CMS's institutional investor holdings.

Which institutional investors have been buying CMS Energy stock?

Of the 555 institutional investors that purchased CMS Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($6.08M), Wells Fargo & Company MN ($3.52M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.28M), Caisse DE Depot ET Placement DU Quebec ($2.74M), Perpetual Ltd ($2.60M), Ceredex Value Advisors LLC ($2.25M), and Citigroup Inc. ($2.04M).

How much institutional buying is happening at CMS Energy?

Institutional investors have bought a total of 80,413,363 shares in the last 24 months. This purchase volume represents approximately $4.87B in transactions.

Which CMS Energy major shareholders have been selling company stock?

Of the 389 institutional investors that sold CMS Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($14.17M), Capital Research Global Investors ($3.29M), Caisse DE Depot ET Placement DU Quebec ($2.38M), abrdn plc ($2.12M), Citigroup Inc. ($2.05M), Assenagon Asset Management S.A. ($1.34M), and Capital International Investors ($1.22M).

How much institutional selling is happening at CMS Energy?

Institutional investors have sold a total of 59,949,511 shares in the last 24 months. This volume of shares sold represents approximately $3.66B in transactions.


This page (NYSE:CMS) was last updated on 5/18/2024 by MarketBeat.com Staff

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