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CMS Energy (CMS) Institutional Ownership

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$72.98 -0.60 (-0.82%)
As of 12:01 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)
431
Total
Institutional Inflows
(last 12 months)
$2.93B
Number of
Institutional Sellers
(last 12 months)
269
Total
Institutional Outflows
(last 12 months)
$1.51B
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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
7/22/2025DAVENPORT & Co LLC4,239$294K0.0%-5.9%0.001%
7/21/2025 Hennessy Advisors Inc.167,498$11.60M0.4%+3.0%0.056%
7/21/2025 QRG Capital Management Inc.11,463$794K0.0%+3.8%0.004%
7/21/2025 Segment Wealth Management LLC6,180$428K0.0%+23.4%0.002%
7/21/2025 Vaughan Nelson Investment Management L.P.537,619$37.25M0.3%-3.0%0.180%
7/21/2025 Ascent Group LLC2,972$206K0.0%N/A0.001%
7/21/2025 Ameritas Advisory Services LLC616$43K0.0%-95.2%0.000%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management6,025$417K0.0%+36.5%0.002%
7/21/2025 Mattern Capital Management LLC118,363$8.20M1.0%+1.2%0.040%
7/21/2025 Exchange Capital Management Inc.8,360$579K0.1%-22.1%0.003%
7/21/2025 Mirae Asset Global Investments Co. Ltd.40,460$2.80M0.0%+8.2%0.014%
7/21/2025 ASR Vermogensbeheer N.V.88,532$6.13M0.1%+0.6%0.030%
7/18/2025 Robeco Institutional Asset Management B.V.6,848$474K0.0%-54.3%0.002%
7/18/2025 USA Financial Formulas13,218$916K0.2%N/A0.004%
7/18/2025 Trust Co. of Vermont535$37K0.0%+127.7%0.000%
7/18/2025 Truist Financial Corp1,714,251$118.76M0.2%-2.5%0.573%
7/17/2025 Trivium Point Advisory LLC5,598$388K0.0%+16.7%0.002%
7/17/2025 Greenleaf Trust11,080$768K0.0%-4.3%0.004%
7/17/2025 Capital Investment Advisors LLC4,016$278K0.0%-4.6%0.001%
7/17/2025 Centennial Wealth Advisory LLC8,873$615K0.2%-5.6%0.003%
7/17/2025 HB Wealth Management LLC27,078$1.88M0.0%-3.0%0.009%
7/17/2025 Janney Montgomery Scott LLC32,945$2.28M0.0%-4.8%0.011%
7/17/2025 V Square Quantitative Management LLC7,859$544K0.1%+7.6%0.003%
7/17/2025 LVW Advisors LLC4,867$337K0.0%+16.0%0.002%
7/16/2025 First American Bank81,302$5.63M0.4%+0.8%0.027%
7/16/2025 State of Alaska Department of Revenue33,560$2.33M0.0%-4.2%0.011%
7/16/2025 Patton Fund Management Inc.3,051$211K0.1%N/A0.001%
7/16/2025 CX Institutional1,813$126K0.0%-7.8%0.001%
7/16/2025 Hartford Investment Management Co.17,948$1.24M0.0%-1.5%0.006%
7/15/2025 Mather Group LLC.11,922$826K0.0%+53.6%0.004%
7/15/2025 Public Employees Retirement System of Ohio184,625$12.79M0.0%-3.3%0.062%
7/15/2025 Ballentine Partners LLC6,538$453K0.0%+3.8%0.002%
7/15/2025 Norden Group LLC3,290$228K0.0%N/A0.001%
7/15/2025 Fifth Third Bancorp37,819$2.62M0.0%+4.2%0.013%
7/15/2025 Covea Finance236,050$16.35M0.6%+36.1%0.079%
7/14/2025 CHICAGO TRUST Co NA3,100$215K0.0%N/A0.001%
7/14/2025 GAMMA Investing LLC14,052$974K0.1%+4.2%0.005%
7/11/2025 Farther Finance Advisors LLC2,502$173K0.0%-24.1%0.001%
7/11/2025 Wedge Capital Management L L P NC18,949$1.31M0.0%-22.0%0.006%
7/11/2025 CX Institutional1,813$126K0.0%-7.8%0.001%
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7/11/2025 Miller Howard Investments Inc. NY571,340$39.58M1.3%+0.7%0.191%
7/11/2025 Assenagon Asset Management S.A.176,639$12.24M0.0%-7.6%0.059%
7/11/2025 Perpetual Ltd2,041,739$141.45M1.7%-5.3%0.683%
7/11/2025 International Private Wealth Advisors LLC4,924$341K0.3%-15.8%0.002%
7/11/2025 IFM Investors Pty Ltd66,348$4.60M0.0%+5.8%0.022%
7/10/2025 Oliver Lagore Vanvalin Investment Group3,745$281K0.1%N/A0.001%
7/10/2025 Moody National Bank Trust Division12,654$877K0.1%+1.7%0.004%
7/10/2025 Contravisory Investment Management Inc.130,819$9.06M1.8%+7.8%0.044%
7/10/2025 Fulton Bank N.A.5,476$379K0.0%+3.7%0.002%
7/10/2025 Wealth Enhancement Advisory Services LLC30,873$2.18M0.0%+7.3%0.010%
7/10/2025 Mn Services Vermogensbeheer B.V.111,869$7.75M0.1%+6.0%0.037%
7/10/2025 Wedmont Private Capital7,571$528K0.0%+30.1%0.003%
7/10/2025 Baader Bank Aktiengesellschaft5,204$360K0.0%+54.5%0.002%
7/9/2025 Chesley Taft & Associates LLC11,656$808K0.0%-1.3%0.004%
7/9/2025 Tounjian Advisory Partners LLC20,468$1.54M0.3%-1.3%0.007%
7/9/2025 Mirador Capital Partners LP14,804$1.03M0.2%+4.2%0.005%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.135,646$9.40M0.6%-6.3%0.045%
7/9/2025 Czech National Bank73,116$5.07M0.0%+6.6%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB3,803$263K0.0%+5.5%0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.40,707$2.82M0.4%+13.5%0.014%
6/18/2025Voya Investment Management LLC91,142$6.85M0.0%+0.9%0.030%
6/17/2025Howe & Rusling Inc.124,584$9.36M0.8%-1.1%0.042%
6/10/2025BROOKFIELD Corp ON 1,073,538$80.63M0.5%-4.7%0.359%
6/3/2025Inspire Investing LLC30,439$2.29M0.3%+0.9%0.010%
5/28/2025Strs Ohio543,671$40.84M0.2%N/A0.182%
5/21/2025Geneos Wealth Management Inc.2,263$170K0.0%+34.3%0.001%
5/21/2025 IFM Investors Pty Ltd62,723$4.71M0.1%-23.9%0.021%
5/20/2025Intech Investment Management LLC38,397$2.88M0.0%-3.9%0.013%
5/20/2025Focus Partners Wealth33,153$2.49M0.0%+4.5%0.011%
5/19/2025Jane Street Group LLC175,804$13.21M0.0%+503.4%0.059%
5/19/2025Advisory Alpha LLC6,932$521K0.0%-3.8%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC3,407,152$255.91M0.1%+29.8%1.139%
5/16/2025Woodline Partners LP25,243$1.90M0.0%+40.7%0.008%
5/16/2025Empowered Funds LLC6,788$510K0.0%+22.0%0.002%
5/16/2025Logan Capital Management Inc.65,907$4.95M0.2%-7.4%0.022%
5/16/2025MBB Public Markets I LLC4,467$336K0.0%N/A0.001%
5/16/2025United Services Automobile Association8,757$650K0.0%N/A0.003%
5/16/2025Canada Post Corp Registered Pension Plan63,624$4.78M2.1%+3.9%0.021%
5/16/2025Goldman Sachs Group Inc.4,483,585$336.76M0.1%+20.2%1.499%
5/16/2025UniSuper Management Pty Ltd619,696$46.55M0.3%-22.8%0.207%
5/16/2025Parallax Volatility Advisers L.P.2,814$211K0.0%N/A0.001%
5/16/2025PharVision Advisers LLC2,747$206K0.3%N/A0.001%
5/16/2025New England Asset Management Inc.82,530$6.20M1.0%+0.6%0.028%
5/16/2025Nissay Asset Management Corp Japan ADV38,711$2.91M0.0%+1.2%0.013%
5/16/2025NewEdge Advisors LLC26,795$2.01M0.0%-1.5%0.009%
5/16/2025Millennium Management LLC166,233$12.49M0.0%-48.2%0.056%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.34,638$2.60M0.0%+10.8%0.012%
5/16/2025Integrated Wealth Concepts LLC3,896$293K0.0%N/A0.001%
5/16/2025Alliancebernstein L.P.430,375$32.33M0.0%+25.8%0.144%
5/16/2025AQR Capital Management LLC490,311$36.79M0.0%+58.2%0.164%
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5/16/2025Advisors Asset Management Inc.17,865$1.34M0.0%-9.4%0.006%
5/15/2025First Manhattan CO. LLC.25,344$1.90M0.0%-4.0%0.008%
5/15/2025 Cigna Investments Inc. New2,903$218K0.0%-5.9%0.001%
5/15/2025Focus Partners Advisor Solutions LLC3,250$244K0.0%N/A0.001%
5/15/2025Graham Capital Management L.P.140,669$10.57M0.2%+76.5%0.047%
5/15/2025Energy Income Partners LLC632,895$47.54M0.9%+3.5%0.212%
5/15/2025Alamea Verwaltungs GmbH12,112$910K0.8%N/A0.004%
5/15/2025Quarry LP3,677$276K0.1%+228.9%0.001%
5/15/2025DRW Securities LLC3,131$235K0.0%N/A0.001%
5/15/2025Brasada Capital Management LP133,166$9.35M1.8%-2.0%0.045%
(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, 713 institutional investors and hedge funds held shares of CMS Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.88B), BlackRock Inc. ($1.57B), JPMorgan Chase & Co. ($1.37B), Price T Rowe Associates Inc. MD ($1.24B), State Street Corp ($1.03B), Massachusetts Financial Services Co. MA ($723.21M), and Geode Capital Management LLC ($505.87M).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 607 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: Massachusetts Financial Services Co. MA ($7.21M), Price T Rowe Associates Inc. MD ($5.78M), Norges Bank ($4.49M), JPMorgan Chase & Co. ($4.32M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.28M), 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 43,010,961 shares in the last 24 months. This purchase volume represents approximately $2.93B in transactions.

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

Of the 269 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), HITE Hedge Asset Management LLC ($1.07M), Reaves W H & Co. Inc. ($968.02K), and National Bank of Canada FI ($710.80K).

How much institutional selling is happening at CMS Energy?

Institutional investors have sold a total of 22,106,783 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.



This page (NYSE:CMS) was last updated on 7/23/2025 by MarketBeat.com Staff
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