CMS Energy (CMS) Institutional Ownership

$62.96

-0.25 (-0.40%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 93.57%
Number of Institutional Buyers (last 12 months): 350
Total Institutional Inflows (last 12 months): $2.37B

Number of Institutional Sellers (last 12 months): 254
Total Institutional Outflows (last 12 months): $1.36B

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CMS Institutional Buying and Selling by Quarter

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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
7/26/2024	Railway Pension Investments Ltd	790,900	$47.08M	0.6%	N/A	0.265%
7/26/2024	Allspring Global Investments Holdings LLC	259,050	$15.42M	0.0%	+2.6%	0.087%
7/26/2024	State of Michigan Retirement System	81,799	$4.87M	0.0%	+1.4%	0.027%
7/25/2024	Spirit of America Management Corp NY	10,450	$622K	0.1%	+17.4%	0.003%
7/25/2024	Ceredex Value Advisors LLC	606,150	$36.08M	0.7%	-47.6%	0.203%
7/25/2024	Mn Services Vermogensbeheer B.V.	114,669	$6.83M	0.0%	-2.8%	0.038%
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7/24/2024	Retirement Systems of Alabama	65,875	$3.92M	0.0%	+1.4%	0.022%
7/24/2024	New York State Teachers Retirement System	269,758	$16.06M	0.0%	-4.1%	0.090%
7/24/2024	Louisiana State Employees Retirement System	16,900	$1.01M	0.0%	-1.2%	0.006%
7/24/2024	DT Investment Partners LLC	1,007	$60K	0.0%	+594.5%	0.000%
7/24/2024	&PARTNERS	44,220	$2.63M	0.1%	+602.9%	0.015%
7/23/2024	Hennessy Advisors Inc.	172,698	$10.28M	0.4%	+0.5%	0.058%
7/23/2024	NewSquare Capital LLC	120,078	$7.04M	0.6%	+3.3%	0.040%
7/23/2024	Exchange Capital Management Inc.	16,692	$994K	0.2%	-12.4%	0.006%
7/22/2024	Centennial Wealth Advisory LLC	7,173	$427K	0.2%	+4.5%	0.002%
7/22/2024	Fifth Third Bancorp	34,216	$2.04M	0.0%	-1.8%	0.011%
7/22/2024	Cidel Asset Management Inc.	240,342	$14.31M	1.1%	+4,723.2%	0.080%
7/20/2024	First Citizens Bank & Trust Co.	59,814	$3.56M	0.1%	+3.3%	0.020%
7/20/2024	Continuum Advisory LLC	2,330	$139K	0.0%	+9.6%	0.001%
7/20/2024	Nisa Investment Advisors LLC	163,117	$9.71M	0.1%	-1.0%	0.055%
7/20/2024	Hennion & Walsh Asset Management Inc.	12,939	$770K	0.0%	-4.9%	0.004%
7/19/2024	Chesley Taft & Associates LLC	11,906	$709K	0.0%	-4.3%	0.004%
7/19/2024	Raymond James & Associates	274,495	$16.34M	0.0%	+3.3%	0.092%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	713,074	$42.45M	0.0%	-4.8%	0.239%
7/19/2024	Sumitomo Life Insurance Co.	11,607	$691K	0.0%	-11.1%	0.004%
7/18/2024	Gradient Investments LLC	1,718	$102K	0.0%	+1,476.1%	0.001%
7/18/2024	Blue Trust Inc.	4,626	$279K	0.0%	+12.8%	0.002%
7/18/2024	TruNorth Capital Management LLC	712	$42K	0.0%	+431.3%	0.000%
7/18/2024	Assenagon Asset Management S.A.	731,887	$43.57M	0.1%	+79.9%	0.245%
7/17/2024	Wedge Capital Management L L P NC	36,493	$2.17M	0.0%	-49.4%	0.012%
7/16/2024	Ferguson Wellman Capital Management Inc.	26,748	$1.59M	0.0%	-6.1%	0.009%
7/16/2024	Wealth Enhancement Advisory Services LLC	23,261	$1.39M	0.0%	+36.7%	0.008%
7/16/2024	Cox Capital Mgt LLC	36,009	$2.14M	1.3%	-4.9%	0.012%
7/16/2024	Chatham Capital Group Inc.	4,730	$282K	0.0%	-90.7%	0.002%
7/15/2024	Securian Asset Management Inc.	17,105	$1.02M	0.0%	-1.2%	0.006%
7/15/2024	Livforsakringsbolaget Skandia Omsesidigt	479	$29K	0.0%	-59.4%	0.000%
7/15/2024	Czech National Bank	56,907	$3.39M	0.0%	+9.8%	0.019%
7/13/2024	Mirador Capital Partners LP	13,094	$780K	0.1%	+5.2%	0.004%
7/12/2024	SG Americas Securities LLC	99,258	$5.91M	0.0%	+1,438.9%	0.033%
7/12/2024	QRG Capital Management Inc.	12,012	$715K	0.0%	+18.6%	0.004%
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7/10/2024	Simplicity Wealth LLC	9,471	$564K	0.0%	-3.7%	0.003%
7/10/2024	NBC Securities Inc.	45,199	$2.69M	0.2%	+4.2%	0.015%
7/10/2024	CWM LLC	9,448	$562K	0.0%	-8.1%	0.003%
7/10/2024	AMF Tjanstepension AB	796,882	$47.48M	0.4%	+76.2%	0.267%
7/9/2024	Kingswood Wealth Advisors LLC	4,201	$250K	0.0%	+6.7%	0.001%
7/9/2024	Mather Group LLC.	3,296	$199K	0.0%	-15.4%	0.001%
7/8/2024	Quent Capital LLC	1,269	$76K	0.0%	+52.7%	0.000%
7/5/2024	Thurston Springer Miller Herd & Titak Inc.	15,354	$914K	0.3%	N/A	0.005%
7/5/2024	DNB Asset Management AS	71,710	$4.27M	0.0%	+11.2%	0.024%
7/3/2024	Moody National Bank Trust Division	15,263	$909K	0.1%	+2.5%	0.005%
7/2/2024	Massmutual Trust Co. FSB ADV	3,767	$224K	0.0%	+6.7%	0.001%
7/2/2024	GAMMA Investing LLC	8,315	$495K	0.1%	+32.2%	0.003%
6/6/2024	Westwood Holdings Group Inc.	202,319	$12.21M	0.1%	+17.7%	0.068%
6/4/2024	DekaBank Deutsche Girozentrale	1,332,892	$79.28M	0.1%	+46.2%	0.447%
5/28/2024	Teachers Retirement System of The State of Kentucky	23,964	$1.45M	0.0%	-4.3%	0.008%
5/24/2024	Cetera Investment Advisers	26,219	$1.58M	0.0%	+325.4%	0.009%
5/22/2024	Beck Bode LLC	19,823	$1.20M	0.2%	+37.5%	0.007%
5/17/2024	Yaupon Capital Management LP	310,113	$18.71M	0.9%	-16.0%	0.104%
5/17/2024	Zimmer Partners LP	860,524	$51.92M	1.1%	+448.5%	0.289%
5/17/2024	iA Global Asset Management Inc.	755,554	$45.59M	0.5%	-0.9%	0.253%
5/17/2024	Comerica Bank	170,800	$10.31M	0.0%	-5.7%	0.057%
5/17/2024	Tidal Investments LLC	16,606	$1.00M	0.0%	+86.4%	0.006%
5/16/2024	California State Teachers Retirement System	391,922	$23.65M	0.0%	-3.8%	0.131%
5/16/2024	B. Riley Wealth Advisors Inc.	7,465	$450K	0.0%	+40.8%	0.003%
5/16/2024	Industrial Alliance Investment Management Inc.	8,680	$524K	0.2%	+3.2%	0.003%
5/16/2024	Janus Henderson Group PLC	40,713	$2.46M	0.0%	-2.6%	0.014%
5/16/2024	BROOKFIELD Corp ON	1,206,697	$72.81M	0.4%	-10.0%	0.405%
5/16/2024	Bayesian Capital Management LP	19,600	$1.18M	0.1%	+402.6%	0.007%
5/15/2024	Public Employees Retirement System of Ohio	171,378	$10.34M	0.0%	-1.1%	0.057%
5/15/2024	Public Employees Retirement Association of Colorado	278,321	$16.79M	0.1%	+787.9%	0.093%
5/15/2024	Energy Income Partners LLC	898,774	$54.23M	1.1%	+8.3%	0.302%
5/15/2024	Kentucky Retirement Systems Insurance Trust Fund	9,717	$586K	0.0%	-6.5%	0.003%
5/15/2024	Kentucky Retirement Systems	22,361	$1.35M	0.0%	-4.2%	0.008%
5/15/2024	Price T Rowe Associates Inc. MD	3,619,975	$218.43M	0.0%	-31.1%	1.215%
5/15/2024	Lazard Asset Management LLC	50,719	$3.06M	0.0%	+48,203.8%	0.017%
5/15/2024	Epoch Investment Partners Inc.	268,274	$16.19M	0.1%	-2.2%	0.090%
5/15/2024	1832 Asset Management L.P.	873,370	$52.70M	0.0%	-42.0%	0.293%
5/15/2024	Gabelli Funds LLC	192,817	$11.64M	0.1%	-0.8%	0.065%
5/15/2024	Gamco Investors INC. ET AL	27,300	$1.65M	0.0%	-1.6%	0.009%
5/14/2024	Canada Pension Plan Investment Board	690,290	$41.65M	0.0%	-17.1%	0.232%
5/14/2024	Westwood Holdings Group Inc.	202,319	$12.21M	0.1%	+17.7%	0.068%
5/14/2024	Capital Research Global Investors	2,747,739	$165.80M	0.0%	-50.9%	0.922%
5/14/2024	Capital International Sarl	38,095	$2.30M	0.1%	+45.3%	0.013%
5/14/2024	Toronto Dominion Bank	94,777	$5.72M	0.0%	-43.3%	0.032%
5/14/2024	Capital International Inc. CA	33,274	$2.01M	0.0%	+2.5%	0.011%
5/14/2024	Capital International Investors	6,196,207	$373.88M	0.1%	-0.2%	2.079%
5/14/2024	Capital Group Private Client Services Inc.	323,489	$19.52M	0.2%	+12.5%	0.109%
5/14/2024	EntryPoint Capital LLC	1,831	$110K	0.1%	N/A	0.001%
5/14/2024	Shell Asset Management Co.	18,940	$1.14M	0.1%	-26.5%	0.006%
5/14/2024	Mattern Wealth Management LLC	18,037	$1.09M	0.3%	-5.1%	0.006%
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5/14/2024	Mattern Capital Management LLC	123,466	$7.45M	1.0%	+8.5%	0.041%
5/14/2024	Crewe Advisors LLC	2,049	$124K	0.0%	N/A	0.001%
5/14/2024	Natixis	29,925	$1.81M	0.0%	-94.4%	0.010%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	3,985	$240K	0.0%	-18.6%	0.001%
5/14/2024	CANADA LIFE ASSURANCE Co	161,378	$9.75M	0.0%	-1.1%	0.054%
5/14/2024	American International Group Inc.	76,972	$4.64M	0.0%	+0.6%	0.026%
5/14/2024	National Bank of Canada FI	260,268	$16.38M	0.0%	-4.7%	0.087%
5/13/2024	UniSuper Management Pty Ltd	1,115,361	$67.30M	0.6%	+15.8%	0.374%
5/13/2024	Seven Eight Capital LP	13,597	$820K	0.1%	N/A	0.005%
5/13/2024	O Shaughnessy Asset Management LLC	16,328	$985K	0.0%	+80.0%	0.005%

(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, 645 institutional investors and hedge funds held shares of CMS Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.22B), BlackRock Inc. ($1.57B), JPMorgan Chase & Co. ($1.37B), State Street Corp ($1.03B), Geode Capital Management LLC ($381.70M), Capital International Investors ($373.88M), and Ameriprise Financial Inc. ($364.24M).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 550 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: JPMorgan Chase & Co. ($6.08M), Wells Fargo & Company MN ($3.52M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.28M), Caisse DE Depot ET Placement DU Quebec ($2.74M), Perpetual Ltd ($2.60M), Ceredex Value Advisors LLC ($2.25M), and Citigroup Inc. ($2.04M).

How much institutional buying is happening at CMS Energy?: Institutional investors have bought a total of 81,778,324 shares in the last 24 months. This purchase volume represents approximately $4.95B in transactions.
Which CMS Energy major shareholders have been selling company stock?: Of the 387 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: Price T Rowe Associates Inc. MD ($14.17M), Capital Research Global Investors ($2.94M), Caisse DE Depot ET Placement DU Quebec ($2.38M), abrdn plc ($2.12M), Citigroup Inc. ($2.05M), Ceredex Value Advisors LLC ($1.57M), and Assenagon Asset Management S.A. ($1.34M).
How much institutional selling is happening at CMS Energy?: Institutional investors have sold a total of 58,151,749 shares in the last 24 months. This volume of shares sold represents approximately $3.53B in transactions.