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CMS Energy (CMS) Institutional Ownership

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$67.77 -0.40 (-0.59%)
Closing price 03:59 PM Eastern
Extended Trading
$68.32 +0.55 (+0.82%)
As of 04:20 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 Massive. 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)
430
Total
Institutional Inflows
(last 12 months)
$5.31B
Number of
Institutional Sellers
(last 12 months)
270
Total
Institutional Outflows
(last 12 months)
$4.42B
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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
9/9/2026 Sequoia Financial Advisors LLC25,801$1.97M0.0%+70.3%0.008%
9/9/2026 Tidal Investments LLC147,464$11.28M0.0%-2.7%0.047%
9/9/2026 National Pension Service42,256$3.23M0.0%+69.3%0.013%
9/9/2026 Cidel Asset Management Inc.405,656$31.03M1.5%+1.9%0.129%
9/9/2026 Integrated Wealth Concepts LLC11,164$854K0.0%+88.5%0.004%
9/9/2026 NewEdge Advisors LLC27,585$2.11M0.0%+4.8%0.009%
9/9/2026 Squarepoint Ops LLC14,790$1.13M0.0%-88.0%0.005%
9/9/2026 Baird Financial Group Inc.22,334$1.71M0.0%-8.7%0.007%
9/8/2026 Allworth Financial LP4,453$341K0.0%+20.8%0.001%
9/8/2026 Arizona State Retirement System88,306$6.76M0.0%+6.8%0.028%
9/8/2026 West Family Investments Inc.2,707$207K0.1%N/A0.001%
9/8/2026 Waverly Advisors LLC3,096$237K0.0%-11.2%0.001%
9/8/2026 Empirical Finance LLC10,419$797K0.0%+3.6%0.003%
9/8/2026 Nykredit A S17,941$1.37M0.0%N/A0.006%
8/27/2026 Corient Private Wealth LP147,623$11.29M0.0%-5.5%0.047%
8/26/2026 HighTower Advisors LLC92,269$7.06M0.0%-14.2%0.029%
8/24/2026 California State Teachers Retirement System27,390,749$2.10B0.0%+7,677.9%8.735%
8/23/2026 Henrickson Nauta Wealth Advisors Inc.3,644$279K0.1%+9.5%0.001%
8/23/2026 Wedmont Private Capital8,393$633K0.0%+13.4%0.003%
8/23/2026 HB Wealth Management LLC33,781$2.58M0.0%+4.5%0.011%
8/23/2026 Saudi Central Bank21,560$1.65M0.0%+91.9%0.007%
8/22/2026 Syon Capital LLC8,781$672K0.0%+33.3%0.003%
8/22/2026 TD Waterhouse Canada Inc.3,227$245K0.0%-84.2%0.001%
8/22/2026 Concurrent Investment Advisors LLC4,551$348K0.0%+38.0%0.001%
8/22/2026 NEOS Investment Management LLC50,112$3.83M0.0%+9.8%0.016%
8/21/2026 AXQ Capital LP10,396$795K0.1%-6.0%0.003%
8/21/2026 Continuum Advisory LLC2,282$175K0.0%N/A0.001%
8/21/2026 Nykredit A S17,941$1.37M0.0%N/A0.006%
8/21/2026 B. Metzler seel. Sohn & Co. AG130,184$9.96M0.1%+9.2%0.042%
8/21/2026 Secure Asset Management LLC2,906$222K0.0%N/A0.001%
8/20/2026 Rehmann Capital Advisory Group4,148$317K0.0%-12.9%0.001%
8/20/2026 BTG Pactual Asset Management US LLC120,155$9.19M0.5%+69.5%0.038%
8/20/2026 Sigma Planning Corp39,672$3.04M0.1%+15.4%0.013%
8/20/2026 Two Sigma Securities LLC26,206$2.01M0.2%+343.3%0.008%
8/20/2026 Flputnam Investment Management Co.50,096$3.83M0.0%N/A0.016%
8/20/2026 Wedbush Securities Inc.21,130$1.62M0.0%+8.4%0.007%
8/20/2026 Hennessy Advisors Inc.135,098$10.34M0.3%-4.3%0.043%
8/20/2026 Greenleaf Trust11,377$870K0.0%+7.1%0.004%
8/19/2026 New Mexico Educational Retirement Board15,310$1.17M0.0%+10.9%0.005%
8/19/2026 Mufg Securities Americas Inc.9,305$712K0.0%+9.7%0.003%
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8/19/2026 Van ECK Associates Corp190,023$14.54M0.0%+6.4%0.061%
8/19/2026 Nissay Asset Management Corp Japan41,860$3.20M0.0%+4.8%0.013%
8/19/2026 Hsbc Holdings PLC1,191,547$91.34M0.0%+143.1%0.380%
8/19/2026 Kingsview Wealth Management LLC3,537$271K0.0%N/A0.001%
8/18/2026 Beacon Pointe Advisors LLC6,823$522K0.0%N/A0.002%
8/18/2026 Rakuten Investment Management Inc.50,474$3.93M0.0%N/A0.016%
8/18/2026 Empowered Funds LLC15,317$1.17M0.0%N/A0.005%
8/18/2026 United Capital Financial Advisors LLC11,555$884K0.0%N/A0.004%
8/18/2026 Caitlin John LLC1,468$112K0.1%N/A0.000%
8/18/2026 Brasada Capital Management LP107,350$8.21M0.0%N/A0.034%
8/18/2026Jefferies Financial Group Inc.27,532$2.11M0.0%N/A0.009%
8/18/2026 Public Employees Retirement System of Ohio179,008$13.69M0.0%N/A0.057%
8/17/2026 Corient Private Wealth LP163,460$12.51M0.0%N/A0.052%
8/15/2026 Pointe Capital Management LLC3,515$269K0.1%N/A0.001%
8/15/2026 Jupiter Topco LLC425,689$32.57M0.0%N/A0.136%
8/14/2026 Hsbc Holdings PLC1,191,547$91.34M0.0%N/A0.380%
8/14/2026 Canada Pension Plan Investment Board369,002$28.23M0.0%N/A0.118%
8/14/2026 Legal & General Group Plc2,475,430$189.37M0.0%N/A0.789%
8/14/2026 The Manufacturers Life Insurance Company204,080$15.61M0.0%N/A0.065%
8/14/2026 Fiduciary Financial Advisors700$53K0.0%N/A0.000%
8/13/2026 Cibc World Market Inc.50,179$3.84M0.0%N/A0.016%
8/13/2026 OMERS ADMINISTRATION Corp15,253$1.17M0.0%N/A0.005%
8/13/2026 Sanctuary Advisors LLC39,132$2.99M0.0%N/A0.012%
8/13/2026 Magellan Asset Management Ltd2,539,050$194.24M4.3%N/A0.810%
8/13/2026 Bank of Nova Scotia644,132$49.28M0.1%N/A0.205%
8/12/2026 Daiichi Life Insurance Co. Ltd.67,618$5.17M0.1%N/A0.022%
8/12/2026 Commerce Bank8,499$650K0.0%N/A0.003%
8/12/2026 GQG Partners LLC4,750,161$363.39M0.7%N/A1.515%
8/12/2026 Farringdon Capital Ltd.5,598$428K0.2%N/A0.002%
8/12/2026 Westpac Banking Corp22,343$1.71M0.1%N/A0.007%
8/12/2026 Sumitomo Life Insurance Co.10,079$771K0.0%N/A0.003%
8/12/2026 Korea Investment CORP56,157$4.30M0.0%N/A0.018%
8/12/2026 EP Wealth Advisors LLC7,454$570K0.0%N/A0.002%
8/12/2026 Ieq Capital LLC8,978$687K0.0%N/A0.003%
8/12/2026 Callan Family Office LLC6,653$509K0.0%N/A0.002%
8/11/2026 Allworth Financial LP4,453$341K0.0%N/A0.001%
8/11/2026 B. Metzler seel. Sohn & Co. AG130,184$9.96M0.1%N/A0.042%
8/11/2026 Kilter Group LLC341$26K0.0%N/A0.000%
8/11/2026 Portfolio Design Labs LLC18,030$1.38M0.2%N/A0.006%
8/11/2026 Trillium Asset Management LLC226,709$17.34M0.5%N/A0.072%
8/11/2026 Vise Technologies Inc.15,497$1.19M0.0%N/A0.005%
8/10/2026 West Family Investments Inc.2,707$207K0.1%N/A0.001%
8/10/2026 NewEdge Wealth LLC6,255$479K0.0%N/A0.002%
8/10/2026 Danske Bank A S20,000$1.53M0.0%N/A0.006%
8/10/2026 Diversify Advisory Services LLC4,215$313K0.0%N/A0.001%
8/8/2026 Wealthfront Advisers LLC178,048$13.62M0.0%N/A0.057%
8/8/2026 Foster & Motley Inc.8,029$614K0.0%N/A0.003%
8/8/2026 Energy Income Partners LLC702,074$53.71M0.8%N/A0.224%
8/8/2026 Alpine Woods Capital Investors LLC4,750$363K0.1%N/A0.002%
8/8/2026 Meeder Advisory Services Inc.20,916$1.60M0.1%N/A0.007%
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8/8/2026 Harborfront Financial Group LLC1,740$133K0.5%N/A0.001%
8/7/2026 Citizens Financial Group Inc. RI5,409$414K0.0%N/A0.002%
8/7/2026 MidFirst Bank438$34K0.0%N/A0.000%
8/7/2026 Pallas Capital Advisors LLC2,758$211K0.0%N/A0.001%
8/7/2026 Perigon Wealth Management LLC3,720$285K0.0%N/A0.001%
8/7/2026 Commerzbank Aktiengesellschaft FI3,450$264K0.0%N/A0.001%
8/7/2026 Phillips Wealth Planners LLC4,636$357K0.3%N/A0.001%
8/7/2026 Trust Co. of Vermont427$33K0.0%N/A0.000%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.769,025$58.83M0.0%N/A0.245%
8/7/2026 OneDigital Investment Advisors LLC2,951$226K0.0%N/A0.001%


CMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 754 institutional investors and hedge funds held shares of CMS Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.84B), California State Teachers Retirement System ($2.10B), Geode Capital Management LLC ($579.90M), Massachusetts Financial Services Co. MA ($578.49M), GQG Partners LLC ($363.39M), Ameriprise Financial Inc. ($358.87M), and Pictet Asset Management Holding SA ($323.26M).Learn more on CMS Energy's institutional investors.

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

Of the 669 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: California State Teachers Retirement System ($27.05M), Norges Bank ($10.55M), Price T Rowe Associates Inc. MD ($5.78M), GQG Partners LLC ($4.75M), Magellan Asset Management Ltd ($4.36M), Massachusetts Financial Services Co. MA ($2.85M), and Vanguard Group Inc. ($2.81M).

Institutional investors have bought a total of 71,005,662 shares in the last 24 months. This purchase volume represents approximately $5.31B in transactions.

Of the 270 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: Marshall Wace LLP ($15.94M), Verition Fund Management LLC ($9.94M), Two Sigma Investments LP ($9.51M), Amundi ($3.62M), Barclays PLC ($2.55M), Price T Rowe Associates Inc. MD ($2.51M), and Macquarie Group Ltd. ($1.66M).

Institutional investors have sold a total of 61,955,672 shares in the last 24 months. This volume of shares sold represents approximately $4.42B in transactions.


Related Companies

Institutional ownership data for NYSE:CMS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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