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CMS Energy (CMS) Institutional Ownership

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$69.12 -0.71 (-1.02%)
As of 12:40 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)
426
Total
Institutional Inflows
(last 12 months)
$3.24B
Number of
Institutional Sellers
(last 12 months)
264
Total
Institutional Outflows
(last 12 months)
$4.41B
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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
8/21/2026 Secure Asset Management LLC2,906$222K0.0%N/A0.001%
8/20/2026Rehmann Capital Advisory Group4,148$317K0.0%-12.9%0.001%
8/20/2026 BTG Pactual Asset Management US LLC120,155$9.19M0.5%+69.5%0.038%
8/20/2026 Sigma Planning Corp39,672$3.04M0.1%+15.4%0.013%
8/20/2026 Two Sigma Securities LLC26,206$2.01M0.2%+343.3%0.008%
8/20/2026 Flputnam Investment Management Co.50,096$3.83M0.0%N/A0.016%
8/20/2026 Wedbush Securities Inc.21,130$1.62M0.0%+8.4%0.007%
8/20/2026 Hennessy Advisors Inc.135,098$10.34M0.3%-4.3%0.043%
8/20/2026 Greenleaf Trust11,377$870K0.0%+7.1%0.004%
8/19/2026 New Mexico Educational Retirement Board15,310$1.17M0.0%+10.9%0.005%
8/19/2026 Mufg Securities Americas Inc.9,305$712K0.0%+9.7%0.003%
8/19/2026 Van ECK Associates Corp190,023$14.54M0.0%+6.4%0.061%
8/19/2026 Nissay Asset Management Corp Japan41,860$3.20M0.0%+4.8%0.013%
8/19/2026 Hsbc Holdings PLC1,191,547$91.34M0.0%+143.1%0.380%
8/19/2026 Kingsview Wealth Management LLC3,537$271K0.0%N/A0.001%
8/18/2026 Beacon Pointe Advisors LLC6,823$522K0.0%N/A0.002%
8/18/2026 Rakuten Investment Management Inc.50,474$3.93M0.0%N/A0.016%
8/18/2026 Empowered Funds LLC15,317$1.17M0.0%N/A0.005%
8/18/2026 United Capital Financial Advisors LLC11,555$884K0.0%N/A0.004%
8/18/2026 Caitlin John LLC1,468$112K0.1%N/A0.000%
8/18/2026 Brasada Capital Management LP107,350$8.21M0.0%N/A0.034%
8/18/2026Jefferies Financial Group Inc.27,532$2.11M0.0%N/A0.009%
8/18/2026 Public Employees Retirement System of Ohio179,008$13.69M0.0%N/A0.057%
8/17/2026 Corient Private Wealth LP163,460$12.51M0.0%N/A0.052%
8/15/2026 Pointe Capital Management LLC3,515$269K0.1%N/A0.001%
8/15/2026 Jupiter Topco LLC425,689$32.57M0.0%N/A0.136%
8/14/2026 Hsbc Holdings PLC1,191,547$91.34M0.0%N/A0.380%
8/14/2026 Canada Pension Plan Investment Board369,002$28.23M0.0%N/A0.118%
8/14/2026 Legal & General Group Plc2,475,430$189.37M0.0%N/A0.789%
8/14/2026 The Manufacturers Life Insurance Company 204,080$15.61M0.0%N/A0.065%
8/14/2026 Fiduciary Financial Advisors700$53K0.0%N/A0.000%
8/13/2026 Cibc World Market Inc.50,179$3.84M0.0%N/A0.016%
8/13/2026 OMERS ADMINISTRATION Corp15,253$1.17M0.0%N/A0.005%
8/13/2026 Sanctuary Advisors LLC39,132$2.99M0.0%N/A0.012%
8/13/2026 Magellan Asset Management Ltd2,539,050$194.24M4.3%N/A0.810%
8/13/2026 Bank of Nova Scotia644,132$49.28M0.1%N/A0.205%
8/12/2026 Daiichi Life Insurance Co. Ltd.67,618$5.17M0.1%N/A0.022%
8/12/2026 Commerce Bank8,499$650K0.0%N/A0.003%
8/12/2026 GQG Partners LLC4,750,161$363.39M0.7%N/A1.515%
8/12/2026 Farringdon Capital Ltd.5,598$428K0.2%N/A0.002%
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8/12/2026 Westpac Banking Corp22,343$1.71M0.1%N/A0.007%
8/12/2026 Sumitomo Life Insurance Co.10,079$771K0.0%N/A0.003%
8/12/2026 Korea Investment CORP56,157$4.30M0.0%N/A0.018%
8/12/2026 EP Wealth Advisors LLC7,454$570K0.0%N/A0.002%
8/12/2026 Ieq Capital LLC8,978$687K0.0%N/A0.003%
8/12/2026 Callan Family Office LLC6,653$509K0.0%N/A0.002%
8/11/2026 Allworth Financial LP4,453$341K0.0%N/A0.001%
8/11/2026 B. Metzler seel. Sohn & Co. AG130,184$9.96M0.1%N/A0.042%
8/11/2026 Kilter Group LLC341$26K0.0%N/A0.000%
8/11/2026 Portfolio Design Labs LLC18,030$1.38M0.2%N/A0.006%
8/11/2026 Trillium Asset Management LLC226,709$17.34M0.5%N/A0.072%
8/11/2026 Vise Technologies Inc.15,497$1.19M0.0%N/A0.005%
8/10/2026 West Family Investments Inc.2,707$207K0.1%N/A0.001%
8/10/2026 NewEdge Wealth LLC6,255$479K0.0%N/A0.002%
8/10/2026 Danske Bank A S20,000$1.53M0.0%N/A0.006%
8/10/2026 Diversify Advisory Services LLC4,215$313K0.0%N/A0.001%
8/8/2026 Wealthfront Advisers LLC178,048$13.62M0.0%N/A0.057%
8/8/2026 Foster & Motley Inc.8,029$614K0.0%N/A0.003%
8/8/2026 Energy Income Partners LLC702,074$53.71M0.8%N/A0.224%
8/8/2026 Alpine Woods Capital Investors LLC4,750$363K0.1%N/A0.002%
8/8/2026 Meeder Advisory Services Inc.20,916$1.60M0.1%N/A0.007%
8/8/2026 Harborfront Financial Group LLC1,740$133K0.5%N/A0.001%
8/7/2026 Citizens Financial Group Inc. RI5,409$414K0.0%N/A0.002%
8/7/2026 MidFirst Bank438$34K0.0%N/A0.000%
8/7/2026 Pallas Capital Advisors LLC2,758$211K0.0%N/A0.001%
8/7/2026 Perigon Wealth Management LLC3,720$285K0.0%N/A0.001%
8/7/2026 Commerzbank Aktiengesellschaft FI3,450$264K0.0%N/A0.001%
8/7/2026 Phillips Wealth Planners LLC4,636$357K0.3%N/A0.001%
8/7/2026 Trust Co. of Vermont427$33K0.0%N/A0.000%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.769,025$58.83M0.0%N/A0.245%
8/7/2026 OneDigital Investment Advisors LLC2,951$226K0.0%N/A0.001%
8/6/2026 Flputnam Investment Management Co.50,096$3.83M0.0%N/A0.016%
8/6/2026 Horizon Investment Services LLC3,089$236K0.1%N/A0.001%
8/6/2026 Global Retirement Partners LLC12,710$972K0.0%N/A0.004%
8/6/2026 GSA Capital Partners LLP3,388$259K0.0%N/A0.001%
8/6/2026 Avalon Trust Co292,774$22.40M1.4%N/A0.093%
8/3/2026 Summit Global Investments34,813$2.66M0.1%N/A0.011%
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%
6/18/2026 Pacer Advisors Inc.31,402$2.44M0.0%-20.2%0.010%
6/16/2026 Empowered Funds LLC13,258$1.03M0.0%-19.6%0.004%
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6/3/2026 DV Trading LLC2,800$217K0.0%+1,754.3%0.001%
6/3/2026 Parallel Advisors LLC4,101$318K0.0%+11.5%0.001%
6/3/2026 NewEdge Advisors LLC26,328$2.04M0.0%+0.7%0.009%
6/2/2026 Optiver Holding B.V.1,111$86K0.0%+283.1%0.000%
5/26/2026 Glenmede Trust Co. NA47,417$3.68M0.0%+13.4%0.015%
5/19/2026 Kentucky 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%
5/18/2026 Royal Bank of Canada1,013,282$78.61M0.0%-15.1%0.328%


CMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 751 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 667 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 43,920,853 shares in the last 24 months. This purchase volume represents approximately $3.24B in transactions.

Of the 264 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 61,798,662 shares in the last 24 months. This volume of shares sold represents approximately $4.41B in transactions.


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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 8/21/2026. New 13F filings are added each quarter as they're published.
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