Go Pro
→ 'How Much Can I Actually Spend Each Year With $2.5M Saved?' (From SmartAsset) (Ad)tc pixel Free CMS Stock Alerts

CMS Energy (CMS) Institutional Ownership

CMS Energy logo
$63.20 -0.25 (-0.39%)
Closing price 03:59 PM Eastern
Extended Trading
$62.41 -0.80 (-1.26%)
As of 07:32 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.
Compare

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

Current
Institutional Ownership
Percentage
93.57%
Number of
Institutional Buyers
(last 12 months)
428
Total
Institutional Inflows
(last 12 months)
$3.24B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$4.42B
Get CMS Insider Trade Alerts

Want to know when executives and insiders are buying or selling CMS Energy stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CMS Institutional Buying and Selling by Quarter

CMS Energy Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026QRG Capital Management Inc.5,492$420K0.0%+9.6%0.002%
9/9/2026Sequoia Financial Advisors LLC25,801$1.97M0.0%+70.3%0.008%
9/9/2026Tidal Investments LLC147,464$11.28M0.0%-2.7%0.047%
9/9/2026National Pension Service42,256$3.23M0.0%+69.3%0.013%
9/9/2026Cidel Asset Management Inc.405,656$31.03M1.5%+1.9%0.129%
9/9/2026Integrated Wealth Concepts LLC11,164$854K0.0%+88.5%0.004%
9/9/2026NewEdge Advisors LLC27,585$2.11M0.0%+4.8%0.009%
9/9/2026Squarepoint Ops LLC14,790$1.13M0.0%-88.0%0.005%
9/9/2026Baird Financial Group Inc.22,334$1.71M0.0%-8.7%0.007%
9/8/2026Allworth Financial LP4,453$341K0.0%+20.8%0.001%
9/8/2026Arizona State Retirement System88,306$6.76M0.0%+6.8%0.028%
9/8/2026West Family Investments Inc.2,707$207K0.1%N/A0.001%
9/8/2026Waverly Advisors LLC3,096$237K0.0%-11.2%0.001%
9/8/2026Empirical Finance LLC10,419$797K0.0%+3.6%0.003%
9/8/2026Nykredit A S17,941$1.37M0.0%N/A0.006%
8/27/2026Corient Private Wealth LP147,623$11.29M0.0%-5.5%0.047%
8/26/2026HighTower Advisors LLC92,269$7.06M0.0%-14.2%0.029%
8/23/2026Henrickson Nauta Wealth Advisors Inc.3,644$279K0.1%+9.5%0.001%
8/23/2026Wedmont Private Capital8,393$633K0.0%+13.4%0.003%
8/23/2026HB Wealth Management LLC33,781$2.58M0.0%+4.5%0.011%
8/23/2026Saudi Central Bank21,560$1.65M0.0%+91.9%0.007%
8/22/2026Syon Capital LLC8,781$672K0.0%+33.3%0.003%
8/22/2026TD Waterhouse Canada Inc.3,227$245K0.0%-84.2%0.001%
8/22/2026Concurrent Investment Advisors LLC4,551$348K0.0%+38.0%0.001%
8/22/2026NEOS Investment Management LLC50,112$3.83M0.0%+9.8%0.016%
8/21/2026AXQ Capital LP10,396$795K0.1%-6.0%0.003%
8/21/2026Continuum Advisory LLC2,282$175K0.0%N/A0.001%
8/21/2026Nykredit A S17,941$1.37M0.0%N/A0.006%
8/21/2026B. Metzler seel. Sohn & Co. AG130,184$9.96M0.1%+9.2%0.042%
8/21/2026Secure Asset Management LLC2,906$222K0.0%N/A0.001%
8/20/2026Rehmann Capital Advisory Group4,148$317K0.0%-12.9%0.001%
8/20/2026BTG Pactual Asset Management US LLC120,155$9.19M0.5%+69.5%0.038%
8/20/2026Sigma Planning Corp39,672$3.04M0.1%+15.4%0.013%
8/20/2026Two Sigma Securities LLC26,206$2.01M0.2%+343.3%0.008%
8/20/2026Flputnam Investment Management Co.50,096$3.83M0.0%N/A0.016%
8/20/2026Wedbush Securities Inc.21,130$1.62M0.0%+8.4%0.007%
8/20/2026Hennessy Advisors Inc.135,098$10.34M0.3%-4.3%0.043%
8/20/2026Greenleaf Trust11,377$870K0.0%+7.1%0.004%
8/19/2026New Mexico Educational Retirement Board15,310$1.17M0.0%+10.9%0.005%
8/19/2026Mufg Securities Americas Inc.9,305$712K0.0%+9.7%0.003%
"How Much Can I Actually Spend Each Year With $2.5M Saved?" (Ad)

Having $2.5 million saved puts you ahead of most Americans, but how long it lasts depends on the decisions you make with it. Using the 4% rule as a benchmark, that balance could translate to about $100,000 in year one, adjusted upward for inflation each year after. But the 4% rule has potential downsides and may not fit every portfolio. A financial advisor can help size and structure a retirement budget around your income sources, taxes, and goals. SmartAsset's free quiz matches nearly 50,000 people each month with vetted fiduciary advisors.tc pixel

Take the free quiz to get matched with a fiduciary advisor
8/19/2026Van ECK Associates Corp190,023$14.54M0.0%+6.4%0.061%
8/19/2026Nissay Asset Management Corp Japan41,860$3.20M0.0%+4.8%0.013%
8/19/2026Hsbc Holdings PLC1,191,547$91.34M0.0%+143.1%0.380%
8/19/2026Kingsview Wealth Management LLC3,537$271K0.0%N/A0.001%
8/18/2026Beacon Pointe Advisors LLC6,823$522K0.0%N/A0.002%
8/18/2026Rakuten Investment Management Inc.50,474$3.93M0.0%N/A0.016%
8/18/2026Empowered Funds LLC15,317$1.17M0.0%N/A0.005%
8/18/2026United Capital Financial Advisors LLC11,555$884K0.0%N/A0.004%
8/18/2026Caitlin John LLC1,468$112K0.1%N/A0.000%
8/18/2026Brasada Capital Management LP107,350$8.21M0.0%N/A0.034%
8/18/2026Jefferies Financial Group Inc.27,532$2.11M0.0%N/A0.009%
8/18/2026Public Employees Retirement System of Ohio179,008$13.69M0.0%N/A0.057%
8/17/2026Corient Private Wealth LP163,460$12.51M0.0%N/A0.052%
8/15/2026Pointe Capital Management LLC3,515$269K0.1%N/A0.001%
8/15/2026Jupiter Topco LLC425,689$32.57M0.0%N/A0.136%
8/14/2026Hsbc Holdings PLC1,191,547$91.34M0.0%N/A0.380%
8/14/2026Canada Pension Plan Investment Board369,002$28.23M0.0%N/A0.118%
8/14/2026Legal & General Group Plc2,475,430$189.37M0.0%N/A0.789%
8/14/2026The Manufacturers Life Insurance Company204,080$15.61M0.0%N/A0.065%
8/14/2026Fiduciary Financial Advisors700$53K0.0%N/A0.000%
8/13/2026Cibc World Market Inc.50,179$3.84M0.0%N/A0.016%
8/13/2026OMERS ADMINISTRATION Corp15,253$1.17M0.0%N/A0.005%
8/13/2026Sanctuary Advisors LLC39,132$2.99M0.0%N/A0.012%
8/13/2026Magellan Asset Management Ltd2,539,050$194.24M4.3%N/A0.810%
8/13/2026Bank of Nova Scotia644,132$49.28M0.1%N/A0.205%
8/12/2026Daiichi Life Insurance Co. Ltd.67,618$5.17M0.1%N/A0.022%
8/12/2026Commerce Bank8,499$650K0.0%N/A0.003%
8/12/2026GQG Partners LLC4,750,161$363.39M0.7%N/A1.515%
8/12/2026Farringdon Capital Ltd.5,598$428K0.2%N/A0.002%
8/12/2026Westpac Banking Corp22,343$1.71M0.1%N/A0.007%
8/12/2026Sumitomo Life Insurance Co.10,079$771K0.0%N/A0.003%
8/12/2026Korea Investment CORP56,157$4.30M0.0%N/A0.018%
8/12/2026EP Wealth Advisors LLC7,454$570K0.0%N/A0.002%
8/12/2026Ieq Capital LLC8,978$687K0.0%N/A0.003%
8/12/2026Callan Family Office LLC6,653$509K0.0%N/A0.002%
8/11/2026Allworth Financial LP4,453$341K0.0%N/A0.001%
8/11/2026B. Metzler seel. Sohn & Co. AG130,184$9.96M0.1%N/A0.042%
8/11/2026Kilter Group LLC341$26K0.0%N/A0.000%
8/11/2026Portfolio Design Labs LLC18,030$1.38M0.2%N/A0.006%
8/11/2026Trillium Asset Management LLC226,709$17.34M0.5%N/A0.072%
8/11/2026Vise Technologies Inc.15,497$1.19M0.0%N/A0.005%
8/10/2026West Family Investments Inc.2,707$207K0.1%N/A0.001%
8/10/2026NewEdge Wealth LLC6,255$479K0.0%N/A0.002%
8/10/2026Danske Bank A S20,000$1.53M0.0%N/A0.006%
8/10/2026Diversify Advisory Services LLC4,215$313K0.0%N/A0.001%
8/8/2026Wealthfront Advisers LLC178,048$13.62M0.0%N/A0.057%
8/8/2026Foster & Motley Inc.8,029$614K0.0%N/A0.003%
8/8/2026Energy Income Partners LLC702,074$53.71M0.8%N/A0.224%
8/8/2026Alpine Woods Capital Investors LLC4,750$363K0.1%N/A0.002%
8/8/2026Meeder Advisory Services Inc.20,916$1.60M0.1%N/A0.007%
Your book is inside (Ad)

The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. They don't know the rules. They don't know what to avoid. And they hand their account to Wall Street on a silver platter. Normally $29.97. Free today.tc pixel

Download your copy now.
8/8/2026Harborfront Financial Group LLC1,740$133K0.5%N/A0.001%
8/7/2026Citizens Financial Group Inc. RI5,409$414K0.0%N/A0.002%
8/7/2026MidFirst Bank438$34K0.0%N/A0.000%
8/7/2026Pallas Capital Advisors LLC2,758$211K0.0%N/A0.001%
8/7/2026Perigon Wealth Management LLC3,720$285K0.0%N/A0.001%
8/7/2026Commerzbank Aktiengesellschaft FI3,450$264K0.0%N/A0.001%
8/7/2026Phillips Wealth Planners LLC4,636$357K0.3%N/A0.001%
8/7/2026Trust Co. of Vermont427$33K0.0%N/A0.000%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.769,025$58.83M0.0%N/A0.245%
8/7/2026OneDigital 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), Geode Capital Management LLC ($579.90M), Massachusetts Financial Services Co. MA ($578.49M), GQG Partners LLC ($363.39M), Ameriprise Financial Inc. ($358.87M), Pictet Asset Management Holding SA ($323.26M), 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), 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), Vanguard Group Inc. ($2.81M), and Legal & General Group Plc ($2.48M).

Institutional investors have bought a total of 43,965,897 shares in the last 24 months. This purchase volume represents approximately $3.24B in transactions.

Of the 268 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 61,941,833 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 9/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
How options let you do more with less capital
Would you rather spend $5,000 buying 100 shares of a $50 stock, or control those same 100 shares for a fractio...
Base Camp Trading | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
Major Buy Alert Issued for September 30th
Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 ...
TradeSmith | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
This AI Stock Reminds One Analyst of Early Nvidia
Jeff Brown picked Nvidia in 2016, before shares surged 37,800 percent. Now he's identified another AI company ...
Brownstone Research | Sponsoredtc pixel
The end of AI data centers coming?
Marc Chaikin's Power Gauge system flagged Micron before it soared 970 percent, Celestica before a 6,600 percen...
Chaikin Analytics | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel