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CMS Energy (CMS) Institutional Ownership

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$73.35 +0.16 (+0.22%)
As of 12:46 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)
492
Total
Institutional Inflows
(last 12 months)
$3.03B
Number of
Institutional Sellers
(last 12 months)
333
Total
Institutional Outflows
(last 12 months)
$4.70B
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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
5/12/2026Magellan Asset Management Ltd2,019,954$156.71M2.0%+698.7%0.654%
5/12/2026Westpac Banking Corp18,343$1.42M0.1%N/A0.006%
5/8/2026 Oslo Pensjonsforsikring AS2,881$224K0.0%N/A0.001%
5/8/2026 Summit Global Investments70,243$5.45M0.3%-8.8%0.023%
5/8/2026 Cassaday & Co Wealth Management LLC526$41K0.0%N/A0.000%
5/7/2026 Florida Financial Advisors LLC2,995$232K0.1%-5.6%0.001%
5/7/2026 Meeder Advisory Services Inc.13,888$1.08M0.0%+16.6%0.004%
5/7/2026 Dimensional Fund Advisors LP1,581,115$122.66M0.0%+3.3%0.512%
5/7/2026 Scarborough Advisors LLC403$31K0.0%N/A0.000%
5/7/2026 Parallel Advisors LLC4,101$318K0.0%+11.5%0.001%
5/7/2026 KBC Group NV28,993$2.25M0.0%+6.9%0.009%
5/7/2026 Swiss National Bank893,100$69.29M0.0%+8.9%0.289%
5/7/2026 Spartan Wealth Advisory Services LLC3,037$236K0.0%N/A0.001%
5/6/2026 Jennison Associates LLC1,587,659$123.17M0.1%-2.0%0.514%
5/6/2026 California Public Employees Retirement System633,281$49.13M0.0%-16.9%0.205%
5/6/2026 Atlas Wealth LLC149,640$11.61M1.4%N/A0.048%
5/6/2026 Kera Capital Partners Inc.3,934$305K0.0%+5.5%0.001%
5/6/2026 Assetmark Inc.92,605$7.18M0.0%-12.8%0.030%
5/6/2026 Bessemer Group Inc.9,325$723K0.0%+9.8%0.003%
5/6/2026 Avalon Trust Co293,359$22.76M1.6%+0.4%0.095%
5/6/2026 Allspring Global Investments Holdings LLC323,129$25.18M0.0%-4.1%0.105%
5/5/2026 Wealthfront Advisers LLC192,795$14.96M0.0%+11.2%0.062%
5/5/2026 D.A. Davidson & CO.5,000$388K0.0%N/A0.002%
5/5/2026 Illinois Municipal Retirement Fund118,565$9.20M0.1%+151.0%0.038%
5/5/2026 Journey Advisory Group LLC3,050$237K0.0%-24.7%0.001%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.1,274$99K0.0%+283.7%0.000%
5/5/2026 Sanctuary Advisors LLC34,869$2.71M0.0%+2.5%0.011%
5/5/2026 Sigma Planning Corp34,372$2.67M0.1%+2.8%0.011%
5/5/2026 Checchi Capital Advisers LLC2,797$217K0.0%N/A0.001%
5/4/2026 Nicholson Wealth Management Group LLC25,652$1.99M1.2%+2.7%0.008%
5/4/2026 Mattern Capital Management LLC159,660$12.39M1.5%+32.3%0.052%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,869$223K0.0%N/A0.001%
5/4/2026 Bleakley Financial Group LLC17,800$1.38M0.0%+4.4%0.006%
5/4/2026 State of Michigan Retirement System79,999$6.21M0.0%+0.4%0.026%
5/4/2026 Principal Financial Group Inc.448,016$34.76M0.0%-3.4%0.145%
5/4/2026 Chicago Partners Investment Group LLC4,665$350K0.0%N/A0.002%
5/4/2026 Verbena Value LP219,500$17.03M2.8%-23.3%0.071%
5/4/2026 Parr Mcknight Wealth Management Group LLC32,517$2.52M0.3%-3.9%0.011%
5/4/2026 Procyon Advisors LLC4,469$347K0.0%+19.3%0.001%
5/2/2026 Global Assets Advisory LLC727$56K0.0%N/A0.000%
5/2/2026 Diversify Wealth Management LLC3,283$245K0.0%N/A0.001%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS537,889$41.73M0.2%-5.5%0.174%
5/1/2026 Ferguson Wellman Capital Management Inc.24,721$1.92M0.0%-3.0%0.008%
5/1/2026 Citizens Financial Group Inc. RI2,614$203K0.0%-27.8%0.001%
5/1/2026 Midwest Trust Co2,826$219K0.0%N/A0.001%
5/1/2026 Sequoia Financial Advisors LLC15,153$1.18M0.0%+8.7%0.005%
4/30/2026 Hsbc Holdings PLC490,194$38.01M0.0%-32.8%0.159%
4/30/2026 Elevated Capital Advisors LLC9,901$768K0.2%-15.8%0.003%
4/30/2026 Kestra Advisory Services LLC10,509$815K0.0%+10.4%0.003%
4/30/2026 Sumitomo Mitsui Trust Group Inc.706,974$54.85M0.0%-4.2%0.230%
4/30/2026 Resona Asset Management Co. Ltd.124,651$9.66M0.0%+3.3%0.040%
4/30/2026 Oregon Public Employees Retirement Fund35,129$2.73M0.0%+0.9%0.011%
4/28/2026 Collaborative Fund Advisors LLC2,742$213K0.1%N/A0.001%
4/28/2026 Whittier Trust Co.8,339$653K0.0%-7.7%0.003%
4/28/2026 Howe & Rusling Inc.114,599$8.89M0.6%+0.5%0.037%
4/28/2026 V Square Quantitative Management LLC11,209$870K0.1%+3.5%0.004%
4/28/2026 QRG Capital Management Inc.5,010$389K0.0%-24.7%0.002%
4/27/2026 HB Wealth Management LLC32,316$2.51M0.0%+13.2%0.010%
4/27/2026 New York State Teachers Retirement System204,396$15.86M0.0%-2.4%0.066%
4/27/2026 Private Advisor Group LLC46,181$3.58M0.0%-10.8%0.015%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund25,400$1.97M0.0%N/A0.008%
4/25/2026 Keybank National Association OH192,154$14.91M0.1%-4.5%0.062%
4/25/2026 Physician Wealth Advisors Inc.553$43K0.0%-21.3%0.000%
4/24/2026 Root Financial Partners LLC764$59K0.0%+113.4%0.000%
4/24/2026 Stock Yards Bank & Trust Co.2,807$218K0.0%N/A0.001%
4/24/2026 Barnes Pettey Financial Advisors LLC2,700$209K0.1%N/A0.001%
4/24/2026 Fulton Bank N.A.5,813$451K0.0%+6.1%0.002%
4/24/2026 USS Investment Management Ltd39,209$3.04M0.0%+19.6%0.013%
4/24/2026 IFM Investors Pty Ltd67,017$5.20M0.0%-0.4%0.022%
4/24/2026 Walker Asset Management LLC2,814$218K0.1%N/A0.001%
4/23/2026 SJS Investment Consulting Inc.748$58K0.0%+113.7%0.000%
4/23/2026 Inspire Investing LLC33,462$2.60M0.2%-1.2%0.011%
4/23/2026 Apollon Wealth Management LLC6,594$512K0.0%+24.3%0.002%
4/22/2026 Janney Montgomery Scott LLC28,488$2.21M0.0%-9.5%0.009%
4/22/2026 Pictet Asset Management Holding SA4,166,815$323.26M0.3%+16.7%1.353%
4/22/2026 Sterling Capital Management LLC10,200$791K0.0%-43.2%0.003%
4/21/2026 Corecam AG3,361$259K0.2%N/A0.001%
4/21/2026 Aaron Wealth Advisors LLC4,582$355K0.0%-32.7%0.001%
4/21/2026 Louisiana State Employees Retirement System15,600$1.21M0.0%N/A0.005%
4/21/2026 First American Bank86,023$6.67M0.4%+1.7%0.028%
4/20/2026 Kestra Private Wealth Services LLC4,596$357K0.0%+3.9%0.001%
4/20/2026 Blue Trust Inc.4,902$380K0.0%-39.4%0.002%
4/20/2026 OP Asset Management Ltd35,504$2.75M0.0%N/A0.012%
4/20/2026 Assenagon Asset Management S.A.4,906$381K0.0%-99.1%0.002%
4/20/2026 Miller Howard Investments Inc. NY563,102$43.69M1.2%-2.5%0.183%
4/20/2026 Centennial Wealth Advisory LLC10,397$807K0.2%+6.8%0.003%
4/18/2026 Cidel Asset Management Inc.398,132$30.89M1.7%+16.5%0.129%
4/17/2026 Sovereign Financial Group Inc.2,823$219K0.0%N/A0.001%
4/16/2026 SG Americas Securities LLC736,195$57.11M0.1%+119.2%0.239%
4/16/2026 Henrickson Nauta Wealth Advisors Inc.3,328$258K0.1%-34.1%0.001%
4/16/2026 Evolve Private Wealth LLC6,523$506K0.0%+19.8%0.002%
4/16/2026 Vaughan Nelson Investment Management L.P.1,023,324$79.39M0.8%+28.6%0.332%
4/16/2026 Fisher Funds Management LTD525,747$40.79M1.2%+3.4%0.171%
4/16/2026 BI Asset Management Fondsmaeglerselskab A S27,177$2.11M0.0%-92.5%0.009%
3/20/2026 Hsbc Holdings PLC729,009$51.03M0.0%+42.7%0.237%
3/17/2026Rockefeller Capital Management L.P.556,029$38.88M0.1%-26.4%0.181%
3/9/2026Corient Private Wealth LLC58,116$4.07M0.0%+7.2%0.019%
3/6/2026 Hsbc Holdings PLC729,009$51.03M0.0%+42.7%0.238%
3/4/2026Rehmann Capital Advisory Group4,723$330K0.0%N/A0.002%
3/3/2026Caitong International Asset Management Co. Ltd3,922$274K0.1%+525.5%0.001%


CMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 757 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 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: Norges Bank ($10.55M), Massachusetts Financial Services Co. MA ($6.32M), Price T Rowe Associates Inc. MD ($5.78M), Vanguard Group Inc. ($2.81M), Zimmer Partners LP ($2.48M), Pictet Asset Management Holding SA ($2.08M), and Magellan Asset Management Ltd ($1.82M).

Institutional investors have bought a total of 42,246,960 shares in the last 24 months. This purchase volume represents approximately $3.03B in transactions.

Of the 332 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 65,894,178 shares in the last 24 months. This volume of shares sold represents approximately $4.70B in transactions.


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This page (NYSE:CMS) was last updated on 5/12/2026 by MarketBeat.com Staff.
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