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CMS Energy (CMS) Institutional Ownership

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$72.93 -0.04 (-0.05%)
Closing price 05/2/2025 03:59 PM Eastern
Extended Trading
$72.63 -0.30 (-0.41%)
As of 05/2/2025 05:51 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)
405
Total
Institutional Inflows
(last 12 months)
$2.67B
Number of
Institutional Sellers
(last 12 months)
259
Total
Institutional Outflows
(last 12 months)
$1.61B
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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
5/2/2025Sage Mountain Advisors LLC3,360$252K0.0%+4.5%0.001%
5/2/2025Wealthfront Advisers LLC172,030$12.92M0.0%+13.9%0.058%
5/2/2025West Family Investments Inc.2,802$210K0.1%N/A0.001%
5/2/2025Whittier Trust Co.9,332$701K0.0%-2.9%0.003%
5/2/2025Massachusetts Financial Services Co. MA9,628,648$723.21M0.2%-1.2%3.219%
5/2/2025Sumitomo Life Insurance Co.11,233$844K0.0%+1.3%0.004%
5/2/2025Apollon Wealth Management LLC4,605$346K0.0%+12.1%0.002%
5/2/2025Sigma Planning Corp32,045$2.41M0.1%+0.4%0.011%
5/2/2025Signaturefd LLC5,216$392K0.0%+9.8%0.002%
5/1/2025 Bleakley Financial Group LLC13,260$996K0.0%-58.2%0.004%
5/1/2025 Securian Asset Management Inc.15,729$1.18M0.0%-2.0%0.005%
5/1/2025 CWM LLC14,768$1.11M0.0%+12.2%0.005%
5/1/2025 New York State Common Retirement Fund148,837$11.18M0.0%+6.2%0.050%
5/1/2025 Mutual of America Capital Management LLC34,743$2.61M0.0%-2.9%0.012%
5/1/2025 Arizona State Retirement System86,405$6.49M0.0%-0.4%0.029%
5/1/2025 Ballentine Partners LLC6,296$473K0.0%+15.8%0.002%
5/1/2025 SkyOak Wealth LLC3,000$225K0.0%N/A0.001%
5/1/2025 SteelPeak Wealth LLC32,159$2.42M0.1%N/A0.011%
5/1/2025 Xponance Inc.42,132$3.17M0.0%+1.9%0.014%
5/1/2025 Kesler Norman & Wride LLC11,340$852K0.2%-8.6%0.004%
5/1/2025 Croban13,889$1.04M1.0%N/A0.005%
4/30/2025 Cerity Partners LLC34,681$2.61M0.0%+32.6%0.012%
4/30/2025 Allworth Financial LP1,892$140K0.0%+15.8%0.001%
4/30/2025 Parr Mcknight Wealth Management Group LLC31,422$2.36M0.3%+3.8%0.011%
4/30/2025 Nisa Investment Advisors LLC162,700$12.22M0.1%-0.8%0.054%
4/30/2025 New Mexico Educational Retirement Board14,010$1.05M0.0%-1.4%0.005%
4/30/2025 Greenleaf Trust11,575$869K0.0%+1.8%0.004%
4/30/2025 DekaBank Deutsche Girozentrale1,332,892$97.91M0.2%-0.1%0.446%
4/30/2025 M&T Bank Corp436,521$32.79M0.1%-8.3%0.146%
4/30/2025 Crossmark Global Holdings Inc.26,352$1.98M0.0%+12.0%0.009%
4/29/2025 Financial Counselors Inc.2,826$212K0.0%-6.7%0.001%
4/29/2025 TD Private Client Wealth LLC1,088$82K0.0%N/A0.000%
4/29/2025 Envestnet Asset Management Inc.967,778$72.69M0.0%+13.2%0.324%
4/29/2025 Penserra Capital Management LLC13,091$982K0.0%+1,578.3%0.004%
4/29/2025 Financiere des Professionnels Fonds d investissement inc.144,700$10.87M0.7%-2.2%0.048%
4/29/2025 Truist Financial Corp1,757,747$132.02M0.2%+8.4%0.588%
4/29/2025 IFM Investors Pty Ltd82,051$5.80M0.1%-0.5%0.027%
4/29/2025 OneDigital Investment Advisors LLC3,952$297K0.0%+23.0%0.001%
4/29/2025 Fisher Funds Management LTD780,606$58.63M1.4%-3.8%0.261%
4/29/2025 Checchi Capital Advisers LLC2,702$203K0.0%N/A0.001%
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4/28/2025 Principal Financial Group Inc.409,492$30.76M0.0%-0.3%0.137%
4/28/2025 Teacher Retirement System of Texas110,929$8.33M0.0%-44.8%0.037%
4/28/2025 Private Trust Co. NA1,466$110K0.0%+14.4%0.000%
4/28/2025 Miller Howard Investments Inc. NY567,186$42.60M1.4%+0.6%0.190%
4/28/2025 Aaron Wealth Advisors LLC3,201$240K0.0%N/A0.001%
4/28/2025 Keybank National Association OH221,545$16.64M0.1%-5.7%0.074%
4/28/2025 DAVENPORT & Co LLC4,504$338K0.0%+24.5%0.002%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd49,010$3.68M0.0%+1.7%0.016%
4/28/2025 Cidel Asset Management Inc.276,943$20.80M1.4%+45.2%0.093%
4/28/2025 BLB&B Advisors LLC12,391$931K0.0%-5.5%0.004%
4/28/2025 Vontobel Holding Ltd.4,662$350K0.0%+9.4%0.002%
4/25/2025 Mather Group LLC.7,762$583K0.0%+94.2%0.003%
4/25/2025 Ameritas Advisory Services LLC12,796$961K0.0%N/A0.004%
4/25/2025 New York State Teachers Retirement System232,336$17.45M0.0%-8.0%0.078%
4/25/2025 Amalgamated Bank58,402$4.39M0.0%+1.7%0.020%
4/25/2025 Sumitomo Mitsui Trust Group Inc.729,453$54.79M0.0%-3.4%0.244%
4/24/2025 Barnes Pettey Financial Advisors LLC2,700$203K0.2%N/A0.001%
4/24/2025 Allspring Global Investments Holdings LLC429,901$32.30M0.1%+37.5%0.144%
4/24/2025 Elevated Capital Advisors LLC12,819$963K0.3%+2.9%0.004%
4/24/2025 Mirae Asset Global Investments Co. Ltd.37,377$2.77M0.0%+2.7%0.013%
4/24/2025 Artemis Investment Management LLP255,456$19.19M0.3%+13.5%0.085%
4/24/2025 Illinois Municipal Retirement Fund167,049$12.55M0.2%+26.9%0.056%
4/24/2025 Perpetual Ltd2,155,984$161.94M2.0%+3.9%0.722%
4/23/2025 Robeco Institutional Asset Management B.V.14,976$1.13M0.0%N/A0.005%
4/23/2025 Bessemer Group Inc.23,028$1.73M0.0%-57.6%0.008%
4/23/2025 Spire Wealth Management2,550$191K0.0%+6.4%0.001%
4/23/2025 Wealthquest Corp2,000$150K0.0%N/A0.001%
4/23/2025 Mattern Capital Management LLC116,996$8.79M1.1%-3.2%0.039%
4/23/2025 Asset Management One Co. Ltd.194,826$14.63M0.1%+4.8%0.065%
4/23/2025 Longboard Asset Management LP2,982$224K0.7%N/A0.001%
4/23/2025 Continuum Advisory LLC3,971$298K0.0%+14.4%0.001%
4/22/2025 HWG Holdings LP1,300$98K0.0%N/A0.000%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund8,654$650K0.0%-8.1%0.003%
4/22/2025 Kentucky Retirement Systems20,318$1.53M0.0%-1.0%0.007%
4/22/2025 Intact Investment Management Inc.78,900$5.93M0.2%-17.6%0.026%
4/22/2025 First American Bank80,649$6.06M0.4%+1.0%0.027%
4/22/2025 Canton Hathaway LLC10,000$751K0.2%N/A0.003%
4/22/2025 Covea Finance173,400$13.02M0.6%-2.2%0.058%
4/22/2025 Segment Wealth Management LLC5,008$376K0.0%N/A0.002%
4/21/2025 Spirit of America Management Corp NY13,800$1.04M0.2%+3.8%0.005%
4/21/2025 Retirement Systems of Alabama64,208$4.82M0.0%-0.7%0.021%
4/21/2025 Blue Trust Inc.7,535$566K0.0%+22.3%0.003%
4/21/2025 Envestnet Portfolio Solutions Inc.78,186$5.87M0.0%+1.8%0.026%
4/21/2025 Centennial Wealth Advisory LLC9,401$706K0.3%+14.1%0.003%
4/21/2025 State of Alaska Department of Revenue35,015$2.63M0.0%+2.8%0.012%
4/21/2025 LifeWealth Investments LLC7,207$541K0.2%+49.2%0.002%
4/17/2025 Grove Bank & Trust1,072$81K0.0%+167.3%0.000%
4/17/2025 Sowell Financial Services LLC4,678$351K0.0%N/A0.002%
4/17/2025 Janney Montgomery Scott LLC34,591$2.60M0.0%-3.3%0.012%
4/17/2025 Mn Services Vermogensbeheer B.V.105,569$7.93M0.1%-7.2%0.035%
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4/17/2025 Vaughan Nelson Investment Management L.P.554,000$41.61M0.4%N/A0.185%
4/16/2025 Hennessy Advisors Inc.162,698$12.22M0.4%-4.7%0.054%
4/16/2025 Wealth Enhancement Advisory Services LLC28,780$2.16M0.0%-53.2%0.010%
4/16/2025 Bernard Wealth Management Corp.962$72K0.0%N/A0.000%
4/16/2025 Stanley Laman Group Ltd.2,839$213K0.0%N/A0.001%
4/16/2025 Tobam414$31K0.0%-44.5%0.000%
4/16/2025 Ferguson Wellman Capital Management Inc.25,681$1.93M0.0%-1.0%0.009%
4/15/2025 Fifth Third Bancorp36,304$2.73M0.0%+8.1%0.012%
4/15/2025 CX Institutional1,967$148K0.0%N/A0.001%
4/15/2025 Assenagon Asset Management S.A.191,084$14.35M0.0%-72.7%0.064%
(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, 698 institutional investors and hedge funds held shares of CMS Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.54B), BlackRock Inc. ($1.57B), JPMorgan Chase & Co. ($1.37B), State Street Corp ($1.03B), Price T Rowe Associates Inc. MD ($950.23M), Massachusetts Financial Services Co. MA ($723.21M), and Geode Capital Management LLC ($505.87M).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 592 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: Massachusetts Financial Services Co. MA ($7.21M), JPMorgan Chase & Co. ($5.09M), Norges Bank ($4.49M), Price T Rowe Associates Inc. MD ($3.49M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.28M), Perpetual Ltd ($2.68M), and Zimmer Partners LP ($2.04M).

How much institutional buying is happening at CMS Energy?

Institutional investors have bought a total of 81,090,949 shares in the last 24 months. This purchase volume represents approximately $5.00B in transactions.

Which CMS Energy major shareholders have been selling company stock?

Of the 393 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: GQG Partners LLC ($3.40M), Capital Research Global Investors ($2.94M), abrdn plc ($2.31M), T. Rowe Price Investment Management Inc. ($2.11M), Citigroup Inc. ($2.05M), Price T Rowe Associates Inc. MD ($1.63M), and Assenagon Asset Management S.A. ($1.63M).

How much institutional selling is happening at CMS Energy?

Institutional investors have sold a total of 44,346,638 shares in the last 24 months. This volume of shares sold represents approximately $2.74B in transactions.



This page (NYSE:CMS) was last updated on 5/3/2025 by MarketBeat.com Staff
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