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CMS Energy (CMS) Institutional Ownership

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$70.31 +1.09 (+1.58%)
Closing price 11/13/2026 03:59 PM Eastern
Extended Trading
$70.28 -0.03 (-0.05%)
As of 11/13/2026 07:30 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.

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

Current
Institutional Ownership
Percentage
93.57%
Number of
Institutional Buyers
(last 12 months)
408
Total
Institutional Inflows
(last 12 months)
$3.93B
Number of
Institutional Sellers
(last 12 months)
216
Total
Institutional Outflows
(last 12 months)
$2.97B
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CMS Institutional Buying and Selling by Quarter

CMS Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2026Empowered Funds LLC78,149$4.93M0.0%+410.2%0.025%
11/13/2026Advisory Alpha LLC5,834$368K0.0%-5.3%0.002%
11/13/2026Healthcare of Ontario Pension Plan Trust Fund2,372,426$149.65M0.2%+329.5%0.756%
11/13/2026State Board of Administration of Florida Retirement System1,140,451$71.94M0.1%+350.3%0.364%
11/13/2026Wealth Alliance LLC30,218$1.91M0.2%N/A0.010%
11/13/2026Xcelsior Advisor Partners LLC11,667$736K0.0%+97.8%0.004%
11/13/2026Polymer Capital Management US LLC107,460$6.78M1.0%N/A0.034%
11/13/2026 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp40,150$2.53M0.0%-13.1%0.013%
11/12/2026 AlphaGrep UK Ltd3,195$202K0.1%N/A0.001%
11/12/2026 Meeder Advisory Services Inc.19,592$1.24M0.0%-6.3%0.006%
11/12/2026 Benjamin Edwards Inc.79,456$5.01M0.0%+27.1%0.025%
11/12/2026 First Trust Advisors LP954,340$60.20M0.0%+24.9%0.304%
11/12/2026 Resona Asset Management Co. Ltd.114,696$7.24M0.0%-3.6%0.037%
11/12/2026 TIAA CREF Individual & Institutional Services LLC2,988$188K0.0%N/A0.001%
11/11/2026 Private Wealth Asset Management LLC11,790$816K0.0%+9,039.5%0.004%
11/11/2026 WealthTrust Axiom LLC28,576$1.95M0.4%+8.2%0.009%
11/11/2026 Private Advisor Group LLC112,010$7.07M0.0%+397.2%0.036%
11/11/2026 Ieq Capital LLC74,621$4.71M0.0%+731.2%0.024%
11/10/2026 Voya Investment Management LLC106,749$6.73M0.0%+30.8%0.034%
11/10/2026 Public Sector Pension Investment Board89,139$5.92M0.0%+1.1%0.028%
11/10/2026 Global Retirement Partners LLC12,188$769K0.0%-4.1%0.004%
11/10/2026 South Dakota Investment Council2,000$126K0.0%N/A0.001%
11/10/2026 Cibc World Market Inc.351,194$22.15M0.0%+599.9%0.112%
11/10/2026 Edgestream Partners L.P.23,920$1.51M0.0%N/A0.008%
11/10/2026 SBI Okasan Asset Management Co.Ltd.11,580$735K0.0%+12.4%0.004%
11/10/2026 Teachers Retirement System of The State of Kentucky96,032$6.06M0.0%+310.1%0.031%
11/10/2026 HighTower Advisors LLC312,240$19.70M0.0%+238.4%0.100%
11/9/2026 Intech Investment Management LLC78,349$4.94M0.0%+212.0%0.025%
11/9/2026 Bessemer Group Inc.1,650,276$104.10M0.1%+16,782.6%0.526%
11/9/2026 Nicholson Wealth Management Group LLC39,715$2.51M1.5%+57.7%0.013%
11/9/2026 Hantz Financial Services Inc.44,805$2.83M0.0%+370.3%0.014%
11/9/2026 IFG Advisory LLC3,146$198K0.0%+260.8%0.001%
11/9/2026 Trillium Asset Management LLC420,944$26.55M0.8%+85.7%0.134%
11/9/2026 Danske Bank A S656,391$41.41M0.1%+3,182.0%0.209%
11/6/2026 Aberdeen Group plc1,120,122$70.66M0.1%+34.7%0.357%
11/6/2026 Moors & Cabot Inc.7,906$499K0.0%+80.0%0.003%
11/6/2026 Allworth Financial LP240,268$15.16M0.1%+5,295.6%0.077%
11/6/2026 Russell Investments Group Ltd.3,054,604$192.68M0.2%+858.8%0.974%
11/6/2026 Eurizon Capital SGR S.p.A.345,917$21.82M0.1%+353.1%0.110%
11/6/2026 Terril Brothers Inc.6,425$405K0.1%N/A0.002%
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11/6/2026 CENTRAL TRUST Co10,682$674K0.0%+24,177.3%0.003%
11/6/2026 New Mexico Educational Retirement Board61,637$3.89M0.1%+302.6%0.020%
11/5/2026 Maryland State Retirement & Pension System78,501$4.95M0.1%+387.4%0.025%
11/5/2026 Machina Capital S.A.S.60,984$3.85M0.5%N/A0.019%
11/5/2026 Silver Grove Financial Group Inc.1,568$99K0.0%+301.0%0.000%
11/5/2026 Illinois Municipal Retirement Fund103,782$6.55M0.1%-19.3%0.033%
11/5/2026 Bahl & Gaynor LLC1,231,260$77.67M0.4%+15.3%0.393%
11/5/2026 Keybank National Association OH248,806$15.70M0.1%+32.0%0.079%
11/4/2026 New York Life Investment Management LLC185,018$11.67M0.1%+331.0%0.059%
11/4/2026 Nemes Rush Group LLC1,652$104K0.0%+577.0%0.001%
11/4/2026 AlphaCore Capital LLC18,267$1.15M0.0%+347.1%0.006%
11/4/2026 Retirement Systems of Alabama1,581,870$99.78M0.3%+225.9%0.504%
11/4/2026 Allspring Global Investments Holdings LLC220,685$14.04M0.0%-36.5%0.070%
11/4/2026 Avion Wealth390$25K0.0%+139.3%0.000%
11/4/2026 University of Texas Texas AM Investment Management Co.2,240$141K0.0%+396.7%0.001%
11/4/2026 M Holdings Securities Inc.15,148$956K0.1%N/A0.005%
11/4/2026 Brighton Jones LLC19,234$1.21M0.0%+438.6%0.006%
11/3/2026 Ethic Inc.139,914$8.83M0.1%+173.5%0.045%
11/3/2026 StoneX Group Inc.14,175$894K0.0%N/A0.005%
11/3/2026 Pictet Asset Management Holding SA4,490,347$283.25M0.3%+5.2%1.432%
11/3/2026 Parallel Advisors LLC5,412$341K0.0%+50.5%0.002%
11/3/2026 Alps Advisors Inc.99,914$6.30M0.0%+161.0%0.032%
11/2/2026 Argonautica Private Wealth Management Inc.31,036$1.96M0.5%+498.3%0.010%
11/2/2026 Kestra Advisory Services LLC130,957$8.26M0.0%+269.6%0.042%
11/2/2026 Quest 10 Wealth Builders Inc.806$51K0.0%+71.5%0.000%
10/31/2026 Chicago Partners Investment Group LLC18,110$1.26M0.0%+114.0%0.006%
10/31/2026 Jmac Enterprises LLC10,900$688K0.1%+4.8%0.003%
10/31/2026 Ascent Group LLC16,262$1.03M0.0%-9.1%0.005%
10/30/2026 Rakuten Investment Management Inc.55,981$3.55M0.0%+10.9%0.018%
10/30/2026 Parr Mcknight Wealth Management Group LLC29,201$1.84M0.2%-9.8%0.009%
10/30/2026 Oregon Public Employees Retirement Fund38,526$2.43M0.0%+1.4%0.012%
10/29/2026 SilverOak Wealth Management LLC66,998$4.23M0.5%-2.7%0.021%
10/29/2026 Greenleaf Trust11,686$737K0.0%+2.7%0.004%
10/29/2026 Hennessy Advisors Inc.138,898$8.76M0.3%+2.8%0.044%
10/29/2026 Sumitomo Mitsui Trust Group Inc.702,418$44.31M0.0%-1.8%0.224%
10/29/2026 Mirae Asset Global Investments Co. Ltd.85,064$5.37M0.0%N/A0.027%
10/29/2026 Profund Advisors LLC9,402$593K0.0%-2.8%0.003%
10/29/2026 ProShare Advisors LLC49,831$3.14M0.0%+1.1%0.016%
10/29/2026 Cidel Asset Management Inc.356,564$22.49M1.1%-12.1%0.114%
10/29/2026 Summit Global Investments35,161$2.22M0.1%+1.0%0.011%
10/29/2026 MGO One Seven LLC4,098$259K0.0%+19.9%0.001%
10/28/2026 Raleigh Capital Management Inc.10,973$692K0.2%N/A0.003%
10/28/2026 BOKF NA1,360$86K0.0%-99.0%0.000%
10/28/2026 North Dakota State Investment Board9,460$597K0.0%+5.1%0.000%
10/28/2026 VestGen Advisors LLC3,653$230K0.0%+4.9%0.000%
10/27/2026 BLB&B Advisors LLC10,070$635K0.0%-2.2%0.003%
10/27/2026 Asset Management One Co. Ltd.205,717$12.98M0.0%+1.4%0.066%
10/27/2026 Independence Bank of Kentucky425$27K0.0%N/A0.000%
10/26/2026 Oppenheimer & Co. Inc.4,065$256K0.0%N/A0.001%
10/26/2026 Park Avenue Securities LLC4,034$254K0.0%N/A0.001%
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10/26/2026 Verdence Capital Advisors LLC7,977$503K0.0%N/A0.003%
10/26/2026 Miller Howard Investments Inc. NY547,734$34.55M0.9%-4.1%0.175%
10/24/2026 Apollon Wealth Management LLC28,516$1.80M0.0%+211.4%0.009%
10/24/2026 Sigma Planning Corp37,234$2.35M0.1%-6.1%0.012%
10/23/2026 Signaturefd LLC24,738$1.56M0.0%+227.9%0.008%
10/23/2026 Citizens Financial Group Inc. RI11,949$754K0.0%+120.9%0.004%
10/23/2026 Sowell Financial Services LLC24,652$1.56M0.0%+484.9%0.008%
10/23/2026 Evergreen Capital Management LLC26,708$1.69M0.0%+908.6%0.009%
10/23/2026 Farmers & Merchants Investments Inc.1,956$123K0.0%+849.5%0.001%
10/23/2026 Wedbush Securities Inc.35,713$2.25M0.1%+69.0%0.011%


CMS Institutional Ownership - Frequently Asked Questions

During the previous two years, 765 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), Norges Bank ($316.06M), and Goldman Sachs Group Inc. ($286.20M).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 683 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), Russell Investments Group Ltd. ($2.83M), Vanguard Group Inc. ($2.81M), and Legal & General Group Plc ($2.48M).

Institutional investors have bought a total of 55,398,044 shares in the last 24 months. This purchase volume represents approximately $3.93B in transactions.

Of the 216 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), Barclays PLC ($2.55M), Price T Rowe Associates Inc. MD ($2.51M), Macquarie Group Ltd. ($1.66M), GQG Partners LLC ($901.74K), and Assenagon Asset Management S.A. ($588.92K).

Institutional investors have sold a total of 42,221,395 shares in the last 24 months. This volume of shares sold represents approximately $2.97B in transactions.



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 11/13/2026. New 13F filings are added each quarter as they're published.
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