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CMS Energy (CMS) Institutional Ownership

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$71.44 +1.00 (+1.42%)
Closing price 09/23/2025 03:59 PM Eastern
Extended Trading
$71.49 +0.05 (+0.07%)
As of 09/23/2025 05:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
466
Total
Institutional Inflows
(last 12 months)
$3.19B
Number of
Institutional Sellers
(last 12 months)
301
Total
Institutional Outflows
(last 12 months)
$1.54B
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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
9/22/2025 Caldwell Trust Co1,087$75K0.0%N/A0.000%
9/4/2025 Osaic Holdings Inc.39,694$2.79M0.0%+34.4%0.013%
8/27/2025 Orion Porfolio Solutions LLC47,577$3.30M0.0%+27.3%0.016%
8/27/2025 Squarepoint Ops LLC123,279$8.54M0.0%+53.7%0.041%
8/26/2025 MASTERINVEST Kapitalanlage GmbH11,838$820K0.1%N/A0.004%
8/20/2025 Kentucky Retirement Systems19,068$1.32M0.0%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund8,093$561K0.0%-6.5%0.003%
8/19/2025 Cim LLC18,886$1.31M0.2%+4.3%0.006%
8/19/2025 Pitcairn Co.3,949$274K0.0%-25.4%0.001%
8/18/2025 CYBER HORNET ETFs LLC770$53K0.0%N/A0.000%
8/16/2025 Parr Mcknight Wealth Management Group LLC33,997$2.36M0.3%+8.2%0.011%
8/16/2025 Public Sector Pension Investment Board61,530$4.26M0.0%-23.0%0.021%
8/16/2025 FORA Capital LLC13,851$960K0.1%+33.2%0.005%
8/15/2025 CANADA LIFE ASSURANCE Co178,113$12.35M0.0%-2.7%0.060%
8/15/2025 Tower Research Capital LLC TRC 6,220$431K0.0%-72.8%0.002%
8/15/2025 MUFG Securities EMEA plc880$61K0.0%N/A0.000%
8/15/2025 Corient Private Wealth LLC59,720$4.14M0.0%-2.2%0.020%
8/15/2025 Florida Financial Advisors LLC2,910$202K0.1%N/A0.001%
8/15/2025 State of Tennessee Department of Treasury156,576$10.85M0.0%+15.5%0.052%
8/15/2025 Captrust Financial Advisors49,789$3.45M0.0%+12.8%0.017%
8/15/2025 BROOKFIELD Corp ON 884,640$61.29M0.1%-17.6%0.296%
8/15/2025 Vident Advisory LLC13,530$937K0.0%+17.1%0.005%
8/15/2025 Two Sigma Securities LLC15,336$1.06M0.1%N/A0.005%
8/15/2025 Tidal Investments LLC142,919$9.90M0.1%+30.2%0.048%
8/15/2025 Smartleaf Asset Management LLC10,880$751K0.1%-10.1%0.004%
8/15/2025 Sone Capital Management LLC168,247$11.66M1.1%N/A0.056%
8/15/2025 Soroban Capital Partners LP1,435,170$99.43M1.0%+215.8%0.479%
8/15/2025 Sourcerock Group LLC72,700$5.04M0.3%N/A0.024%
8/15/2025 Royal London Asset Management Ltd.14,162$981K0.0%-13.6%0.005%
8/15/2025 Rafferty Asset Management LLC32,148$2.23M0.0%+19.6%0.011%
8/15/2025 Orion Porfolio Solutions LLC47,577$3.30M0.0%+27.3%0.016%
8/15/2025 MML Investors Services LLC9,162$635K0.0%-5.0%0.003%
8/15/2025 Linden Advisors LP97,500$6.76M0.0%N/A0.033%
8/15/2025 LMR Partners LLP6,906$478K0.0%+36.6%0.002%
8/15/2025 HRT Financial LP23,485$1.63M0.0%N/A0.008%
8/15/2025 Hilton Capital Management LLC25,102$1.74M0.1%+13.7%0.008%
8/15/2025 Holocene Advisors LP76,731$5.32M0.0%N/A0.026%
8/15/2025 Energy Income Partners LLC654,281$45.33M0.9%+3.4%0.219%
8/15/2025 Engineers Gate Manager LP3,640$252K0.0%-93.1%0.001%
8/15/2025 Benjamin Edwards Inc.12,907$894K0.0%-2.7%0.004%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S12,022$833K0.0%+11.5%0.004%
8/15/2025 Boothbay Fund Management LLC21,341$1.48M0.0%+147.6%0.007%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp47,064$3.26M0.0%-17.6%0.016%
8/15/2025 Brevan Howard Capital Management LP3,573$248K0.0%N/A0.001%
8/15/2025 Bruce & Co. Inc.196,000$13.58M4.4%-13.3%0.065%
8/15/2025 Adage Capital Partners GP L.L.C.73,961$5.12M0.0%N/A0.025%
8/15/2025 AQR Capital Management LLC491,284$33.84M0.0%+0.2%0.164%
8/15/2025 Ameriprise Financial Inc.4,771,772$330.11M0.1%-3.2%1.594%
8/14/2025 Alamea Verwaltungs GmbH13,113$908K0.7%+8.3%0.004%
8/14/2025 Florida Financial Advisors LLC3,358$234K0.2%N/A0.001%
8/14/2025 California State Teachers Retirement System363,087$25.16M0.0%+2.8%0.121%
8/14/2025 Financial Advisors Network Inc.4,688$325K0.0%+14.7%0.002%
8/14/2025 Raymond James Financial Inc.320,119$22.18M0.0%-10.4%0.107%
8/14/2025 Canada Pension Plan Investment Board634,192$43.94M0.0%+107.6%0.212%
8/14/2025 Quantinno Capital Management LP150,744$10.44M0.0%+56.5%0.050%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.36,408$2.52M0.0%+5.1%0.012%
8/14/2025 Diversify Advisory Services LLC10,028$730K0.0%N/A0.003%
8/14/2025 Alliancebernstein L.P.342,816$23.75M0.0%-20.3%0.115%
8/14/2025 Treasurer of the State of North Carolina138,959$9.63M0.0%+2.0%0.046%
8/14/2025 The Manufacturers Life Insurance Company 387,391$26.84M0.0%+109.1%0.129%
8/14/2025 CIBC Asset Management Inc276,115$19.12M0.1%+17.3%0.092%
8/14/2025 Squarepoint Ops LLC123,279$8.54M0.0%+53.7%0.041%
8/14/2025 Sei Investments Co.85,775$5.94M0.0%-25.3%0.029%
8/14/2025 NewEdge Advisors LLC25,370$1.76M0.0%-5.3%0.008%
8/14/2025 Qube Research & Technologies Ltd1,460,924$101.21M0.1%+1,048.7%0.488%
8/14/2025 Intact Investment Management Inc.74,600$5.17M0.2%-5.4%0.025%
8/14/2025 Investment Management Corp of Ontario7,292$505K0.0%-14.1%0.002%
8/14/2025 AXA S.A.25,300$1.75M0.0%N/A0.008%
8/14/2025 Daiwa Securities Group Inc.79,438$5.50M0.0%+86.9%0.027%
8/14/2025 Financial Strategies Group Inc.3,581$252K0.1%-6.8%0.001%
8/14/2025 Acorn Wealth Advisors LLC7,343$509K0.2%-1.9%0.002%
8/14/2025 SVB Wealth LLC17,900$1.24M0.1%N/A0.006%
8/14/2025 Ossiam5,025$348K0.0%-57.5%0.002%
8/14/2025 Bank of Nova Scotia259,974$18.01M0.0%+611.7%0.087%
8/14/2025 California Public Employees Retirement System1,084,623$75.14M0.0%-18.7%0.362%
8/14/2025 Cerity Partners LLC29,421$2.04M0.0%-15.2%0.010%
8/13/2025 Qtron Investments LLC13,508$936K0.1%-7.1%0.005%
8/13/2025 Brown Advisory Inc.3,229$224K0.0%N/A0.001%
8/13/2025 Epoch Investment Partners Inc.194,135$13.45M0.1%-4.7%0.065%
8/13/2025 Baird Financial Group Inc.22,373$1.55M0.0%-22.6%0.007%
8/13/2025 First Trust Advisors LP1,029,028$71.29M0.1%-8.6%0.344%
8/13/2025 Guggenheim Capital LLC58,931$4.08M0.0%+22.4%0.020%
8/13/2025 EverSource Wealth Advisors LLC4,460$309K0.0%+68.5%0.001%
8/13/2025 1832 Asset Management L.P.420,312$29.12M0.0%-12.0%0.140%
8/13/2025 Arrowstreet Capital Limited Partnership29,424$2.04M0.0%-6.7%0.010%
8/13/2025 Blueshift Asset Management LLC12,478$864K0.3%N/A0.004%
8/13/2025 M&T Bank Corp433,275$30.02M0.1%-0.7%0.145%
8/13/2025 Edgestream Partners L.P.118,464$8.21M0.2%N/A0.040%
8/13/2025 Panagora Asset Management Inc.94,870$6.57M0.0%+125.8%0.032%
8/13/2025 New York State Common Retirement Fund147,807$10.24M0.0%-0.7%0.049%
8/13/2025 Schroder Investment Management Group319,518$22.14M0.0%-10.3%0.107%
8/13/2025 Norges Bank3,449,056$238.95M0.0%N/A1.152%
8/13/2025 WealthTrust Axiom LLC26,600$1.84M0.5%-7.0%0.009%
8/13/2025 Quadrature Capital Ltd7,683$532K0.0%N/A0.003%
8/13/2025 Hsbc Holdings PLC534,302$36.95M0.0%-11.4%0.178%
8/13/2025 State Board of Administration of Florida Retirement System316,518$21.93M0.0%+2.2%0.106%
8/13/2025 Korea Investment CORP176,576$12.23M0.0%-2.1%0.059%
8/13/2025 Quadrant Capital Group LLC3,891$270K0.0%-20.5%0.001%
8/13/2025 Employees Retirement System of Texas84,245$5.84M0.0%N/A0.028%
8/13/2025 Choreo LLC9,021$625K0.0%+5.1%0.003%
(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, 731 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 619 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 45,581,393 shares in the last 24 months. This purchase volume represents approximately $3.19B in transactions.

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

Of the 301 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 22,185,162 shares in the last 24 months. This volume of shares sold represents approximately $1.54B in transactions.


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This page (NYSE:CMS) was last updated on 9/24/2025 by MarketBeat.com Staff
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