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CMS Energy (CMS) Institutional Ownership

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$74.71 +1.16 (+1.58%)
As of 01:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for CMS Energy (NYSE:CMS)

Current
Institutional Ownership
Percentage
93.57%
Number of
Institutional Buyers
(last 12 months)
467
Total
Institutional Inflows
(last 12 months)
$3.18B
Number of
Institutional Sellers
(last 12 months)
304
Total
Institutional Outflows
(last 12 months)
$1.53B
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CMS Institutional Buying and Selling by Quarter

CMS Energy Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2025 Trust Point Inc.3,556$261K0.0%N/A0.001%
10/10/2025 Wedge Capital Management L L P NC10,156$744K0.0%-46.4%0.003%
10/9/2025 Voya Investment Management LLC68,589$5.03M0.0%-22.1%0.023%
10/9/2025 Contravisory Investment Management Inc.126,292$9.25M1.8%-3.5%0.042%
10/8/2025 Pinnacle Wealth Management Group Inc.4,345$318K0.2%-3.3%0.001%
10/8/2025 Wedmont Private Capital7,884$582K0.0%+4.1%0.003%
10/8/2025 Czech National Bank76,025$5.57M0.0%+4.0%0.025%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.3,813$279K0.6%-90.6%0.001%
10/7/2025 Assenagon Asset Management S.A.593,822$43.50M0.1%+236.2%0.198%
10/7/2025 Mirador Capital Partners LP14,438$1.06M0.1%-2.5%0.005%
10/7/2025 Oak Thistle LLC8,691$637K0.1%-60.6%0.003%
10/6/2025 Moody National Bank Trust Division11,569$848K0.1%-8.6%0.004%
10/6/2025 Gradient Investments LLC4,189$307K0.0%N/A0.001%
10/6/2025 Venture Visionary Partners LLC27,521$2.02M0.1%+769.5%0.009%
10/3/2025 Aaron Wealth Advisors LLC8,225$603K0.0%+155.6%0.003%
10/2/2025 GAMMA Investing LLC15,178$1.11M0.1%+8.0%0.005%
9/26/2025Corient Private Wealth LLC59,407$4.12M0.0%-2.7%0.020%
9/26/2025Capital A Wealth Management LLC594$41K0.4%+2,870.0%0.000%
9/24/2025Texas Permanent School Fund Corp20,834$1.44M0.0%-36.9%0.007%
9/22/2025Caldwell Trust Co1,087$75K0.0%N/A0.000%
9/4/2025Osaic Holdings Inc.39,694$2.79M0.0%+34.4%0.013%
8/27/2025Orion Porfolio Solutions LLC47,577$3.30M0.0%+27.3%0.016%
8/27/2025Squarepoint Ops LLC123,279$8.54M0.0%+53.7%0.041%
8/26/2025MASTERINVEST Kapitalanlage GmbH11,838$820K0.1%N/A0.004%
8/20/2025Kentucky Retirement Systems19,068$1.32M0.0%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund8,093$561K0.0%-6.5%0.003%
8/19/2025Cim LLC18,886$1.31M0.2%+4.3%0.006%
8/19/2025Pitcairn Co.3,949$274K0.0%-25.4%0.001%
8/18/2025CYBER HORNET ETFs LLC770$53K0.0%N/A0.000%
8/16/2025Parr Mcknight Wealth Management Group LLC33,997$2.36M0.3%+8.2%0.011%
8/16/2025Public Sector Pension Investment Board61,530$4.26M0.0%-23.0%0.021%
8/16/2025FORA Capital LLC13,851$960K0.1%+33.2%0.005%
8/15/2025CANADA LIFE ASSURANCE Co178,113$12.35M0.0%-2.7%0.060%
8/15/2025Tower Research Capital LLC TRC 6,220$431K0.0%-72.8%0.002%
8/15/2025MUFG Securities EMEA plc880$61K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC59,720$4.14M0.0%-2.2%0.020%
8/15/2025Florida Financial Advisors LLC2,910$202K0.1%N/A0.001%
8/15/2025State of Tennessee Department of Treasury156,576$10.85M0.0%+15.5%0.052%
8/15/2025Captrust Financial Advisors49,789$3.45M0.0%+12.8%0.017%
8/15/2025BROOKFIELD Corp ON 884,640$61.29M0.1%-17.6%0.296%
8/15/2025Vident Advisory LLC13,530$937K0.0%+17.1%0.005%
8/15/2025Two Sigma Securities LLC15,336$1.06M0.1%N/A0.005%
8/15/2025Tidal Investments LLC142,919$9.90M0.1%+30.2%0.048%
8/15/2025Smartleaf Asset Management LLC10,880$751K0.1%-10.1%0.004%
8/15/2025Sone Capital Management LLC168,247$11.66M1.1%N/A0.056%
8/15/2025Soroban Capital Partners LP1,435,170$99.43M1.0%+215.8%0.479%
8/15/2025Sourcerock Group LLC72,700$5.04M0.3%N/A0.024%
8/15/2025Royal London Asset Management Ltd.14,162$981K0.0%-13.6%0.005%
8/15/2025Rafferty Asset Management LLC32,148$2.23M0.0%+19.6%0.011%
8/15/2025Orion Porfolio Solutions LLC47,577$3.30M0.0%+27.3%0.016%
8/15/2025MML Investors Services LLC9,162$635K0.0%-5.0%0.003%
8/15/2025Linden Advisors LP97,500$6.76M0.0%N/A0.033%
8/15/2025LMR Partners LLP6,906$478K0.0%+36.6%0.002%
8/15/2025HRT Financial LP23,485$1.63M0.0%N/A0.008%
8/15/2025Hilton Capital Management LLC25,102$1.74M0.1%+13.7%0.008%
8/15/2025Holocene Advisors LP76,731$5.32M0.0%N/A0.026%
8/15/2025Energy Income Partners LLC654,281$45.33M0.9%+3.4%0.219%
8/15/2025Engineers Gate Manager LP3,640$252K0.0%-93.1%0.001%
8/15/2025Benjamin Edwards Inc.12,907$894K0.0%-2.7%0.004%
8/15/2025BI Asset Management Fondsmaeglerselskab A S12,022$833K0.0%+11.5%0.004%
8/15/2025Boothbay Fund Management LLC21,341$1.48M0.0%+147.6%0.007%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp47,064$3.26M0.0%-17.6%0.016%
8/15/2025Brevan Howard Capital Management LP3,573$248K0.0%N/A0.001%
8/15/2025Bruce & Co. Inc.196,000$13.58M4.4%-13.3%0.065%
8/15/2025Adage Capital Partners GP L.L.C.73,961$5.12M0.0%N/A0.025%
8/15/2025AQR Capital Management LLC491,284$33.84M0.0%+0.2%0.164%
8/15/2025Ameriprise Financial Inc.4,771,772$330.11M0.1%-3.2%1.594%
8/14/2025Alamea Verwaltungs GmbH13,113$908K0.7%+8.3%0.004%
8/14/2025Florida Financial Advisors LLC3,358$234K0.2%N/A0.001%
8/14/2025California State Teachers Retirement System363,087$25.16M0.0%+2.8%0.121%
8/14/2025Financial Advisors Network Inc.4,688$325K0.0%+14.7%0.002%
8/14/2025Raymond James Financial Inc.320,119$22.18M0.0%-10.4%0.107%
8/14/2025Canada Pension Plan Investment Board634,192$43.94M0.0%+107.6%0.212%
8/14/2025Quantinno Capital Management LP150,744$10.44M0.0%+56.5%0.050%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.36,408$2.52M0.0%+5.1%0.012%
8/14/2025Diversify Advisory Services LLC10,028$730K0.0%N/A0.003%
8/14/2025Alliancebernstein L.P.342,816$23.75M0.0%-20.3%0.115%
8/14/2025Treasurer of the State of North Carolina138,959$9.63M0.0%+2.0%0.046%
8/14/2025The Manufacturers Life Insurance Company 387,391$26.84M0.0%+109.1%0.129%
8/14/2025CIBC Asset Management Inc276,115$19.12M0.1%+17.3%0.092%
8/14/2025Squarepoint Ops LLC123,279$8.54M0.0%+53.7%0.041%
8/14/2025Sei Investments Co.85,775$5.94M0.0%-25.3%0.029%
8/14/2025NewEdge Advisors LLC25,370$1.76M0.0%-5.3%0.008%
8/14/2025Qube Research & Technologies Ltd1,460,924$101.21M0.1%+1,048.7%0.488%
8/14/2025Intact Investment Management Inc.74,600$5.17M0.2%-5.4%0.025%
8/14/2025Investment Management Corp of Ontario7,292$505K0.0%-14.1%0.002%
8/14/2025AXA S.A.25,300$1.75M0.0%N/A0.008%
8/14/2025Daiwa Securities Group Inc.79,438$5.50M0.0%+86.9%0.027%
8/14/2025Financial Strategies Group Inc.3,581$252K0.1%-6.8%0.001%
8/14/2025Acorn Wealth Advisors LLC7,343$509K0.2%-1.9%0.002%
8/14/2025SVB Wealth LLC17,900$1.24M0.1%N/A0.006%
8/14/2025Ossiam5,025$348K0.0%-57.5%0.002%
8/14/2025Bank of Nova Scotia259,974$18.01M0.0%+611.7%0.087%
8/14/2025California Public Employees Retirement System1,084,623$75.14M0.0%-18.7%0.362%
8/14/2025Cerity Partners LLC29,421$2.04M0.0%-15.2%0.010%
8/13/2025Qtron Investments LLC13,508$936K0.1%-7.1%0.005%
8/13/2025Brown Advisory Inc.3,229$224K0.0%N/A0.001%
8/13/2025Epoch Investment Partners Inc.194,135$13.45M0.1%-4.7%0.065%
8/13/2025Baird Financial Group Inc.22,373$1.55M0.0%-22.6%0.007%
8/13/2025First Trust Advisors LP1,029,028$71.29M0.1%-8.6%0.344%
(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, 727 institutional investors and hedge funds held shares of CMS Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.70B), JPMorgan Chase & Co. ($1.37B), Price T Rowe Associates Inc. MD ($1.24B), Massachusetts Financial Services Co. MA ($646.51M), Geode Capital Management LLC ($553.44M), Wells Fargo & Company MN ($342.61M), and Goldman Sachs Group Inc. ($336.76M).Learn more on CMS Energy's institutional investors.

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

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

Which institutional investors have been buying CMS Energy's stock?

Of the 615 institutional investors that purchased CMS Energy's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($7.94M), Massachusetts Financial Services Co. MA ($7.21M), Price T Rowe Associates Inc. MD ($5.78M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.28M), JPMorgan Chase & Co. ($2.79M), Goldman Sachs Group Inc. ($2.24M), and Zimmer Partners LP ($2.04M).

How much institutional buying is happening at CMS Energy?

Institutional investors have bought a total of 45,505,866 shares in the last 24 months. This purchase volume represents approximately $3.18B in transactions.

Which of CMS Energy's major shareholders have been selling company stock?

Of the 304 institutional investors that sold CMS Energy's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GQG Partners LLC ($3.32M), T. Rowe Price Investment Management Inc. ($2.11M), Magellan Asset Management Ltd ($1.30M), Assenagon Asset Management S.A. ($1.17M), Reaves W H & Co. Inc. ($968.02K), HITE Hedge Asset Management LLC ($950.88K), and AMF Tjanstepension AB ($675.63K).

How much institutional selling is happening at CMS Energy?

Institutional investors have sold a total of 21,994,966 shares in the last 24 months. This volume of shares sold represents approximately $1.53B in transactions.


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This page (NYSE:CMS) was last updated on 10/14/2025 by MarketBeat.com Staff
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