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CMS Energy (CMS) Institutional Ownership

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$72.09 -0.17 (-0.23%)
Closing price 07/31/2026 03:59 PM Eastern
Extended Trading
$71.78 -0.31 (-0.42%)
As of 07/31/2026 07:34 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)
444
Total
Institutional Inflows
(last 12 months)
$2.62B
Number of
Institutional Sellers
(last 12 months)
301
Total
Institutional Outflows
(last 12 months)
$4.59B
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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
7/10/2026 Tema ETFs LLC3,532$270K0.0%+8.9%0.001%
7/10/2026 Fulton Bank N.A.6,337$485K0.0%+9.0%0.002%
7/9/2026 Everpar Advisors LLC4,903$375K0.1%N/A0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.53,371$4.08M0.1%+8.8%0.017%
7/8/2026 Czech National Bank87,930$6.73M0.0%+5.4%0.028%
7/8/2026 Assenagon Asset Management S.A.518,237$39.65M0.0%+10,463.3%0.168%
7/7/2026 Mirador Capital Partners LP14,448$1.11M0.1%-1.7%0.005%
7/7/2026 GAMMA Investing LLC16,284$1.25M0.0%+7.5%0.005%
7/7/2026 CoreCap Advisors LLC3,838$294K0.0%+38.6%0.001%
7/2/2026 Versant Capital Management Inc2,680$205K0.0%+19.4%0.001%
7/2/2026 CX Institutional3,884$297K0.0%-7.7%0.001%
6/18/2026Pacer Advisors Inc.31,402$2.44M0.0%-20.2%0.010%
6/16/2026Empowered Funds LLC13,258$1.03M0.0%-19.6%0.004%
6/3/2026DV Trading LLC2,800$217K0.0%+1,754.3%0.001%
6/3/2026Parallel Advisors LLC4,101$318K0.0%+11.5%0.001%
6/3/2026NewEdge Advisors LLC26,328$2.04M0.0%+0.7%0.009%
6/2/2026Optiver Holding B.V.1,111$86K0.0%+283.1%0.000%
5/26/2026Glenmede Trust Co. NA47,417$3.68M0.0%+13.4%0.015%
5/19/2026Kentucky Retirement Systems21,961$1.70M0.1%+17.6%0.007%
5/19/2026Janus Henderson Group PLC434,950$33.75M0.0%-16.8%0.141%
5/18/2026 EverSource Wealth Advisors LLC4,927$382K0.0%+21.4%0.002%
5/18/2026California State Teachers Retirement System352,163$27.32M0.0%-1.2%0.114%
5/18/2026Royal Bank of Canada1,013,282$78.61M0.0%-15.1%0.328%
5/18/2026Empowered Funds LLC13,258$1.03M0.0%-19.6%0.004%
5/18/2026Energy Income Partners LLC774,053$60.05M1.0%+7.3%0.251%
5/16/2026The Manufacturers Life Insurance Company 205,321$15.93M0.0%-5.1%0.066%
5/16/2026Excelsior Advisor Network LLC5,287$410K0.2%N/A0.002%
5/16/2026Quantinno Capital Management LP408,213$31.67M0.1%+53.5%0.132%
5/16/2026SummitTX Capital L.P.35,643$2.77M0.1%-51.1%0.012%
5/16/2026BROOKFIELD Corp ON362,641$28.13M0.0%+752.1%0.117%
5/15/2026OMERS ADMINISTRATION Corp165,939$12.87M0.1%+1.8%0.054%
5/15/2026Lombard Odier Asset Management Switzerland SA9,591$744K0.0%N/A0.003%
5/15/2026Waverly Advisors LLC3,487$270K0.0%N/A0.001%
5/15/2026Epoch Investment Partners Inc.175,763$13.64M0.1%-3.2%0.057%
5/15/2026Entropy Technologies LP54,041$4.19M0.2%+526.3%0.017%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund624,253$48.43M0.1%+497.2%0.202%
5/14/2026Public Employees Retirement System of Ohio184,945$14.35M0.0%-6.7%0.060%
5/14/2026Caxton Associates LLP2,595$201K0.0%N/A0.001%
5/14/2026Bank of Nova Scotia365,496$28.36M0.0%-40.4%0.118%
5/14/2026Sei Investments Co.87,818$6.81M0.0%-1.5%0.028%
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5/14/2026Lido Advisors LLC18,123$1.41M0.0%+1.0%0.006%
5/13/2026NewEdge Wealth LLC6,484$503K0.0%-25.3%0.002%
5/13/2026 First Citizens Bank & Trust Co.2,630$204K0.0%N/A0.001%
5/13/2026First Trust Advisors LP947,185$73.48M0.1%-12.4%0.307%
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%
5/8/2026Oslo Pensjonsforsikring AS2,881$224K0.0%N/A0.001%
5/8/2026Summit Global Investments70,243$5.45M0.3%-8.8%0.023%
5/8/2026Cassaday & Co Wealth Management LLC526$41K0.0%N/A0.000%
5/7/2026Florida Financial Advisors LLC2,995$232K0.1%-5.6%0.001%
5/7/2026Meeder Advisory Services Inc.13,888$1.08M0.0%+16.6%0.004%
5/7/2026Dimensional Fund Advisors LP1,581,115$122.66M0.0%+3.3%0.512%
5/7/2026 Scarborough Advisors LLC403$31K0.0%N/A0.000%
5/7/2026Parallel Advisors LLC4,101$318K0.0%+11.5%0.001%
5/7/2026KBC Group NV28,993$2.25M0.0%+6.9%0.009%
5/7/2026Swiss National Bank893,100$69.29M0.0%+8.9%0.289%
5/7/2026Spartan Wealth Advisory Services LLC3,037$236K0.0%N/A0.001%
5/6/2026Jennison Associates LLC1,587,659$123.17M0.1%-2.0%0.514%
5/6/2026California 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%
5/6/2026Kera 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%
5/6/2026Bessemer Group Inc.9,325$723K0.0%+9.8%0.003%
5/6/2026Avalon Trust Co293,359$22.76M1.6%+0.4%0.095%
5/6/2026Allspring Global Investments Holdings LLC323,129$25.18M0.0%-4.1%0.105%
5/5/2026Wealthfront Advisers LLC192,795$14.96M0.0%+11.2%0.062%
5/5/2026 D.A. Davidson & CO.5,000$388K0.0%N/A0.002%
5/5/2026Illinois Municipal Retirement Fund118,565$9.20M0.1%+151.0%0.038%
5/5/2026Journey 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%
5/5/2026Sanctuary Advisors LLC34,869$2.71M0.0%+2.5%0.011%
5/5/2026Sigma Planning Corp34,372$2.67M0.1%+2.8%0.011%
5/5/2026Checchi 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%
5/4/2026Bleakley 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%
5/4/2026Principal 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%
5/4/2026Verbena Value LP219,500$17.03M2.8%-23.3%0.071%
5/4/2026Parr 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%
5/1/2026Citizens Financial Group Inc. RI2,614$203K0.0%-27.8%0.001%
5/1/2026Midwest Trust Co2,826$219K0.0%N/A0.001%
5/1/2026 Sequoia Financial Advisors LLC15,153$1.18M0.0%+8.7%0.005%
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4/30/2026Hsbc Holdings PLC490,194$38.01M0.0%-32.8%0.159%
4/30/2026Elevated 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%
4/28/2026Collaborative Fund Advisors LLC2,742$213K0.1%N/A0.001%
4/28/2026 Whittier Trust Co.8,339$653K0.0%-7.7%0.003%
4/28/2026Howe & 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%


CMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 742 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 655 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 36,770,270 shares in the last 24 months. This purchase volume represents approximately $2.62B in transactions.

Of the 300 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 64,365,281 shares in the last 24 months. This volume of shares sold represents approximately $4.59B in transactions.


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This page (NYSE:CMS) was last updated on 8/1/2026 by MarketBeat.com Staff.
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