CMS Energy (CMS) Institutional Ownership

$73.40 +0.02 (+0.03%)

Closing price 06/18/2026 03:59 PM Eastern

Extended Trading

$73.49 +0.09 (+0.12%)

As of 06/18/2026 07:24 PM Eastern

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Current Institutional Ownership Percentage: 93.57%
Number of Institutional Buyers (last 12 months): 466
Total Institutional Inflows (last 12 months): $2.62B

Number of Institutional Sellers (last 12 months): 319
Total Institutional Outflows (last 12 months): $4.62B

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CMS Institutional Buying and Selling by Quarter

CMS Energy Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
6/18/2026	Pacer Advisors Inc.	31,402	$2.44M	0.0%	-20.2%	0.010%
6/16/2026	Empowered Funds LLC	13,258	$1.03M	0.0%	-19.6%	0.004%
6/3/2026	DV Trading LLC	2,800	$217K	0.0%	+1,754.3%	0.001%
6/3/2026	Parallel Advisors LLC	4,101	$318K	0.0%	+11.5%	0.001%
6/3/2026	NewEdge Advisors LLC	26,328	$2.04M	0.0%	+0.7%	0.009%
6/2/2026	Optiver Holding B.V.	1,111	$86K	0.0%	+283.1%	0.000%
5/26/2026	Glenmede Trust Co. NA	47,417	$3.68M	0.0%	+13.4%	0.015%
5/19/2026	Kentucky Retirement Systems	21,961	$1.70M	0.1%	+17.6%	0.007%
5/19/2026	Janus Henderson Group PLC	434,950	$33.75M	0.0%	-16.8%	0.141%
5/18/2026	EverSource Wealth Advisors LLC	4,927	$382K	0.0%	+21.4%	0.002%
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5/18/2026	California State Teachers Retirement System	352,163	$27.32M	0.0%	-1.2%	0.114%
5/18/2026	Royal Bank of Canada	1,013,282	$78.61M	0.0%	-15.1%	0.328%
5/18/2026	Empowered Funds LLC	13,258	$1.03M	0.0%	-19.6%	0.004%
5/18/2026	Energy Income Partners LLC	774,053	$60.05M	1.0%	+7.3%	0.251%
5/16/2026	The Manufacturers Life Insurance Company	205,321	$15.93M	0.0%	-5.1%	0.066%
5/16/2026	Excelsior Advisor Network LLC	5,287	$410K	0.2%	N/A	0.002%
5/16/2026	Quantinno Capital Management LP	408,213	$31.67M	0.1%	+53.5%	0.132%
5/16/2026	SummitTX Capital L.P.	35,643	$2.77M	0.1%	-51.1%	0.012%
5/16/2026	BROOKFIELD Corp ON	362,641	$28.13M	0.0%	+752.1%	0.117%
5/15/2026	OMERS ADMINISTRATION Corp	165,939	$12.87M	0.1%	+1.8%	0.054%
5/15/2026	Lombard Odier Asset Management Switzerland SA	9,591	$744K	0.0%	N/A	0.003%
5/15/2026	Waverly Advisors LLC	3,487	$270K	0.0%	N/A	0.001%
5/15/2026	Epoch Investment Partners Inc.	175,763	$13.64M	0.1%	-3.2%	0.057%
5/15/2026	Entropy Technologies LP	54,041	$4.19M	0.2%	+526.3%	0.017%
5/14/2026	Healthcare of Ontario Pension Plan Trust Fund	624,253	$48.43M	0.1%	+497.2%	0.202%
5/14/2026	Public Employees Retirement System of Ohio	184,945	$14.35M	0.0%	-6.7%	0.060%
5/14/2026	Caxton Associates LLP	2,595	$201K	0.0%	N/A	0.001%
5/14/2026	Bank of Nova Scotia	365,496	$28.36M	0.0%	-40.4%	0.118%
5/14/2026	Sei Investments Co.	87,818	$6.81M	0.0%	-1.5%	0.028%
5/14/2026	Lido Advisors LLC	18,123	$1.41M	0.0%	+1.0%	0.006%
5/13/2026	NewEdge Wealth LLC	6,484	$503K	0.0%	-25.3%	0.002%
5/13/2026	First Citizens Bank & Trust Co.	2,630	$204K	0.0%	N/A	0.001%
5/13/2026	First Trust Advisors LP	947,185	$73.48M	0.1%	-12.4%	0.307%
5/12/2026	Magellan Asset Management Ltd	2,019,954	$156.71M	2.0%	+698.7%	0.654%
5/12/2026	Westpac Banking Corp	18,343	$1.42M	0.1%	N/A	0.006%
5/8/2026	Oslo Pensjonsforsikring AS	2,881	$224K	0.0%	N/A	0.001%
5/8/2026	Summit Global Investments	70,243	$5.45M	0.3%	-8.8%	0.023%
5/8/2026	Cassaday & Co Wealth Management LLC	526	$41K	0.0%	N/A	0.000%
5/7/2026	Florida Financial Advisors LLC	2,995	$232K	0.1%	-5.6%	0.001%
5/7/2026	Meeder Advisory Services Inc.	13,888	$1.08M	0.0%	+16.6%	0.004%
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5/7/2026	Dimensional Fund Advisors LP	1,581,115	$122.66M	0.0%	+3.3%	0.512%
5/7/2026	Scarborough Advisors LLC	403	$31K	0.0%	N/A	0.000%
5/7/2026	Parallel Advisors LLC	4,101	$318K	0.0%	+11.5%	0.001%
5/7/2026	KBC Group NV	28,993	$2.25M	0.0%	+6.9%	0.009%
5/7/2026	Swiss National Bank	893,100	$69.29M	0.0%	+8.9%	0.289%
5/7/2026	Spartan Wealth Advisory Services LLC	3,037	$236K	0.0%	N/A	0.001%
5/6/2026	Jennison Associates LLC	1,587,659	$123.17M	0.1%	-2.0%	0.514%
5/6/2026	California Public Employees Retirement System	633,281	$49.13M	0.0%	-16.9%	0.205%
5/6/2026	Atlas Wealth LLC	149,640	$11.61M	1.4%	N/A	0.048%
5/6/2026	Kera Capital Partners Inc.	3,934	$305K	0.0%	+5.5%	0.001%
5/6/2026	Assetmark Inc.	92,605	$7.18M	0.0%	-12.8%	0.030%
5/6/2026	Bessemer Group Inc.	9,325	$723K	0.0%	+9.8%	0.003%
5/6/2026	Avalon Trust Co	293,359	$22.76M	1.6%	+0.4%	0.095%
5/6/2026	Allspring Global Investments Holdings LLC	323,129	$25.18M	0.0%	-4.1%	0.105%
5/5/2026	Wealthfront Advisers LLC	192,795	$14.96M	0.0%	+11.2%	0.062%
5/5/2026	D.A. Davidson & CO.	5,000	$388K	0.0%	N/A	0.002%
5/5/2026	Illinois Municipal Retirement Fund	118,565	$9.20M	0.1%	+151.0%	0.038%
5/5/2026	Journey Advisory Group LLC	3,050	$237K	0.0%	-24.7%	0.001%
5/5/2026	Harel Insurance Investments & Financial Services Ltd.	1,274	$99K	0.0%	+283.7%	0.000%
5/5/2026	Sanctuary Advisors LLC	34,869	$2.71M	0.0%	+2.5%	0.011%
5/5/2026	Sigma Planning Corp	34,372	$2.67M	0.1%	+2.8%	0.011%
5/5/2026	Checchi Capital Advisers LLC	2,797	$217K	0.0%	N/A	0.001%
5/4/2026	Nicholson Wealth Management Group LLC	25,652	$1.99M	1.2%	+2.7%	0.008%
5/4/2026	Mattern Capital Management LLC	159,660	$12.39M	1.5%	+32.3%	0.052%
5/4/2026	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	2,869	$223K	0.0%	N/A	0.001%
5/4/2026	Bleakley Financial Group LLC	17,800	$1.38M	0.0%	+4.4%	0.006%
5/4/2026	State of Michigan Retirement System	79,999	$6.21M	0.0%	+0.4%	0.026%
5/4/2026	Principal Financial Group Inc.	448,016	$34.76M	0.0%	-3.4%	0.145%
5/4/2026	Chicago Partners Investment Group LLC	4,665	$350K	0.0%	N/A	0.002%
5/4/2026	Verbena Value LP	219,500	$17.03M	2.8%	-23.3%	0.071%
5/4/2026	Parr Mcknight Wealth Management Group LLC	32,517	$2.52M	0.3%	-3.9%	0.011%
5/4/2026	Procyon Advisors LLC	4,469	$347K	0.0%	+19.3%	0.001%
5/2/2026	Global Assets Advisory LLC	727	$56K	0.0%	N/A	0.000%
5/2/2026	Diversify Wealth Management LLC	3,283	$245K	0.0%	N/A	0.001%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	537,889	$41.73M	0.2%	-5.5%	0.174%
5/1/2026	Ferguson Wellman Capital Management Inc.	24,721	$1.92M	0.0%	-3.0%	0.008%
5/1/2026	Citizens Financial Group Inc. RI	2,614	$203K	0.0%	-27.8%	0.001%
5/1/2026	Midwest Trust Co	2,826	$219K	0.0%	N/A	0.001%
5/1/2026	Sequoia Financial Advisors LLC	15,153	$1.18M	0.0%	+8.7%	0.005%
4/30/2026	Hsbc Holdings PLC	490,194	$38.01M	0.0%	-32.8%	0.159%
4/30/2026	Elevated Capital Advisors LLC	9,901	$768K	0.2%	-15.8%	0.003%
4/30/2026	Kestra Advisory Services LLC	10,509	$815K	0.0%	+10.4%	0.003%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	706,974	$54.85M	0.0%	-4.2%	0.230%
4/30/2026	Resona Asset Management Co. Ltd.	124,651	$9.66M	0.0%	+3.3%	0.040%
4/30/2026	Oregon Public Employees Retirement Fund	35,129	$2.73M	0.0%	+0.9%	0.011%
4/28/2026	Collaborative Fund Advisors LLC	2,742	$213K	0.1%	N/A	0.001%
4/28/2026	Whittier Trust Co.	8,339	$653K	0.0%	-7.7%	0.003%
4/28/2026	Howe & Rusling Inc.	114,599	$8.89M	0.6%	+0.5%	0.037%
4/28/2026	V Square Quantitative Management LLC	11,209	$870K	0.1%	+3.5%	0.004%
4/28/2026	QRG Capital Management Inc.	5,010	$389K	0.0%	-24.7%	0.002%
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4/27/2026	HB Wealth Management LLC	32,316	$2.51M	0.0%	+13.2%	0.010%
4/27/2026	New York State Teachers Retirement System	204,396	$15.86M	0.0%	-2.4%	0.066%
4/27/2026	Private Advisor Group LLC	46,181	$3.58M	0.0%	-10.8%	0.015%
4/27/2026	Fjarde AP Fonden Fourth Swedish National Pension Fund	25,400	$1.97M	0.0%	N/A	0.008%
4/25/2026	Keybank National Association OH	192,154	$14.91M	0.1%	-4.5%	0.062%
4/25/2026	Physician Wealth Advisors Inc.	553	$43K	0.0%	-21.3%	0.000%
4/24/2026	Root Financial Partners LLC	764	$59K	0.0%	+113.4%	0.000%
4/24/2026	Stock Yards Bank & Trust Co.	2,807	$218K	0.0%	N/A	0.001%
4/24/2026	Barnes Pettey Financial Advisors LLC	2,700	$209K	0.1%	N/A	0.001%
4/24/2026	Fulton Bank N.A.	5,813	$451K	0.0%	+6.1%	0.002%

CMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 752 institutional investors and hedge funds held shares of CMS Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.84B), Geode Capital Management LLC ($579.90M), Massachusetts Financial Services Co. MA ($578.49M), Ameriprise Financial Inc. ($358.87M), Pictet Asset Management Holding SA ($323.26M), GQG Partners LLC ($316.08M), and Norges Bank ($316.06M).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 663 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 ($10.55M), Massachusetts Financial Services Co. MA ($6.32M), Price T Rowe Associates Inc. MD ($5.78M), Vanguard Group Inc. ($2.81M), Pictet Asset Management Holding SA ($2.08M), Magellan Asset Management Ltd ($1.82M), and Zimmer Partners LP ($1.78M).

Institutional investors have bought a total of 36,727,703 shares in the last 24 months. This purchase volume represents approximately $2.62B in transactions.

Of the 319 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 64,810,136 shares in the last 24 months. This volume of shares sold represents approximately $4.62B in transactions.

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This page (NYSE:CMS) was last updated on 6/21/2026 by MarketBeat.com Staff.

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CMS Energy (CMS) Institutional Ownership

CMS Institutional Buying and Selling by Quarter

CMS Energy Major Shareholders & Ownership History

CMS Institutional Ownership - Frequently Asked Questions

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CMS Energy (CMS) Institutional Ownership

Institutional Ownership Changes (13F Filings) for CMS Energy (NYSE:CMS)

CMS Institutional Buying and Selling by Quarter

CMS Energy Major Shareholders & Ownership History

CMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMS shares?

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

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

How much institutional buying is happening at CMS Energy?

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

How much institutional selling is happening at CMS Energy?

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