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CMS Energy (CMS) Institutional Ownership

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$68.12 +0.10 (+0.15%)
As of 01/17/2025 03:59 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)
320
Total
Institutional Inflows
(last 12 months)
$2.17B
Number of
Institutional Sellers
(last 12 months)
227
Total
Institutional Outflows
(last 12 months)
$1.20B
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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
1/17/2025 Inspire Investing LLC30,155$2.01M0.2%-0.7%0.010%
1/17/2025 Janney Montgomery Scott LLC35,766$2.38M0.0%-1.5%0.012%
1/17/2025 SG Americas Securities LLC76,346$5.09M0.0%-50.2%0.026%
1/17/2025 Advisory Alpha LLC7,206$480K0.0%+9.0%0.002%
1/17/2025 Nisa Investment Advisors LLC163,974$10.93M0.0%-0.2%0.055%
1/17/2025 Perpetual Ltd2,074,117$138.24M1.6%-9.7%0.694%
1/16/2025 Crossmark Global Holdings Inc.23,520$1.57M0.0%-21.9%0.008%
1/16/2025 Ballentine Partners LLC5,439$363K0.0%+7.5%0.002%
1/16/2025 MassMutual Private Wealth & Trust FSB3,732$249K0.0%-4.1%0.001%
1/16/2025 LVW Advisors LLC4,172$278K0.0%+6.9%0.001%
1/16/2025 Artemis Investment Management LLP225,134$15.01M0.2%-41.3%0.075%
1/15/2025 HB Wealth Management LLC23,254$1.55M0.0%+15.0%0.008%
1/15/2025 Wedge Capital Management L L P NC26,340$1.76M0.0%-13.8%0.009%
1/15/2025 Hennessy Advisors Inc.170,698$11.38M0.3%+2.7%0.057%
1/15/2025 Mirador Capital Partners LP14,121$941K0.2%+3.8%0.005%
1/15/2025 Hennion & Walsh Asset Management Inc.20,133$1.34M0.1%+39.1%0.007%
1/14/2025 Contravisory Investment Management Inc.122,258$8.15M1.7%N/A0.041%
1/14/2025 Covea Finance177,300$11.82M0.5%-3.8%0.059%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.26,808$1.79M0.4%+49.9%0.009%
1/14/2025 Assenagon Asset Management S.A.700,135$46.66M0.1%+760.5%0.234%
1/14/2025 Fifth Third Wealth Advisors LLC4,421$295K0.0%+18.2%0.001%
1/14/2025 Oak Thistle LLC9,566$638K0.2%+52.9%0.003%
1/13/2025 Pallas Capital Advisors LLC4,459$297K0.0%+4.0%0.001%
1/13/2025 Elevated Capital Advisors LLC12,463$831K0.2%-1.3%0.004%
1/13/2025 Moody National Bank Trust Division12,542$836K0.1%-5.2%0.004%
1/13/2025 Wedmont Private Capital4,938$321K0.0%N/A0.002%
1/13/2025 Capital Investment Advisors LLC4,321$288K0.0%-5.1%0.001%
1/13/2025 Czech National Bank64,783$4.32M0.0%+6.5%0.022%
1/10/2025 Wealth Enhancement Advisory Services LLC117,226$8.28M0.0%+3.0%0.039%
1/8/2025 Fulton Bank N.A.5,362$357K0.0%+15.9%0.002%
1/3/2025 GAMMA Investing LLC11,471$765K0.1%+6.9%0.004%
12/19/2024Principal Financial Group Inc.408,331$28.84M0.0%+7.6%0.137%
12/13/2024Lord Abbett & CO. LLC1,335,316$94.31M0.3%+0.2%0.447%
12/13/2024B. Riley Wealth Advisors Inc.3,473$246K0.0%-19.5%0.001%
12/6/2024Logan Capital Management Inc.73,651$5.20M0.2%-6.6%0.025%
12/6/2024Retirement Systems of Alabama65,204$4.61M0.0%-1.0%0.022%
12/2/2024Beaird Harris Wealth Management LLC387$27K0.0%-67.2%0.000%
11/25/2024Tidal Investments LLC19,780$1.40M0.0%+17.6%0.007%
11/25/2024Wilmington Savings Fund Society FSB8,346$589K0.0%N/A0.003%
11/25/2024World Investment Advisors LLC3,518$248K0.0%N/A0.001%
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11/25/2024Sanctuary Advisors LLC34,904$2.43M0.0%+34.6%0.012%
11/20/2024Virtu Financial LLC18,358$1.30M0.1%+18.0%0.006%
11/19/2024M&T Bank Corp483,215$34.13M0.1%+0.7%0.162%
11/18/2024Teachers Retirement System of The State of Kentucky22,171$1.57M0.0%-4.8%0.007%
11/18/2024Toronto Dominion Bank179,223$12.66M0.0%+18.2%0.060%
11/18/2024Coldstream Capital Management Inc.4,459$313K0.0%+16.3%0.001%
11/16/2024Geode Capital Management LLC7,509,770$528.71M0.0%+1.4%2.513%
11/15/2024Vestcor Inc9,004$636K0.0%-26.6%0.003%
11/15/2024M&T Bank Corp483,215$34.13M0.1%+0.7%0.162%
11/15/2024Executive Wealth Management LLC6,377$450K0.0%N/A0.002%
11/15/2024Duff & Phelps Investment Management Co.1,542,667$108.96M1.3%-4.5%0.516%
11/15/2024Continuum Advisory LLC3,077$207K0.0%+32.1%0.001%
11/15/2024Public Employees Retirement System of Ohio161,404$11.40M0.0%-4.5%0.054%
11/15/2024Nomura Asset Management Co. Ltd.87,969$6.21M0.0%+1.0%0.029%
11/15/2024MML Investors Services LLC9,479$670K0.0%-4.6%0.003%
11/15/2024Orion Portfolio Solutions LLC27,540$1.95M0.0%+13.8%0.009%
11/15/2024XTX Topco Ltd6,194$437K0.0%N/A0.002%
11/15/2024Yaupon Capital Management LP334,807$23.65M1.3%-27.0%0.112%
11/15/2024National Bank of Canada FI892,734$63.05M0.1%+404.8%0.299%
11/15/2024Brookfield Corp ON1,199,811$84.74M0.5%+0.6%0.402%
11/15/2024iA Global Asset Management Inc.1,552,732$109.67M1.9%-0.2%0.520%
11/15/2024United Services Automobile Association10,726$758K0.0%-13.7%0.004%
11/15/2024Insigneo Advisory Services LLC3,838$271K0.0%-73.1%0.001%
11/15/2024Kovitz Investment Group Partners LLC14,011$990K0.0%+26.2%0.005%
11/15/2024Worldquant Millennium Advisors LLC30,272$2.14M0.0%-3.4%0.010%
11/15/2024Stifel Financial Corp90,929$6.42M0.0%-0.9%0.030%
11/15/2024Quantinno Capital Management LP23,466$1.66M0.0%+38.3%0.008%
11/15/2024Quarry LP819$58K0.0%-75.4%0.000%
11/15/2024Integrated Wealth Concepts LLC3,630$256K0.0%-14.3%0.001%
11/15/2024Investment Management Corp of Ontario9,992$706K0.0%+47.1%0.003%
11/15/2024Janus Henderson Group PLC479,203$33.85M0.0%+1,122.4%0.160%
11/15/2024HITE Hedge Asset Management LLC355,566$25.11M2.9%-64.8%0.119%
11/15/2024HighTower Advisors LLC91,587$6.47M0.0%-1.6%0.031%
11/15/2024Hilltop Holdings Inc.68,920$4.87M0.3%N/A0.023%
11/15/2024Centiva Capital LP20,978$1.48M0.0%-35.6%0.007%
11/15/2024Chevy Chase Trust Holdings LLC160,166$11.31M0.0%-1.8%0.054%
11/15/2024Benjamin Edwards Inc.63,500$4.49M0.1%+26.1%0.021%
11/15/2024Atom Investors LP3,688$260K0.0%N/A0.001%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp49,836$3.52M0.0%-12.8%0.017%
11/14/2024Edgestream Partners L.P.29,668$2.10M0.1%-65.9%0.010%
11/14/2024Eventide Asset Management LLC124,697$8.81M0.2%-0.3%0.042%
11/14/2024Verition Fund Management LLC103,335$7.30M0.0%-31.9%0.035%
11/14/2024Captrust Financial Advisors40,925$2.89M0.0%-3.7%0.014%
11/14/2024Rockefeller Capital Management L.P.566,025$39.98M0.1%+552.9%0.189%
11/14/2024Walleye Capital LLC7,938$561K0.0%N/A0.003%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,155,842$152.27M0.0%+0.9%0.722%
11/14/2024Public Sector Pension Investment Board52,185$3.69M0.0%+3.0%0.017%
11/14/2024Fiduciary Trust Co14,169$1.00M0.0%+39.6%0.005%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank71,560$5.05M0.0%+2.7%0.024%
11/14/2024MetLife Investment Management LLC77,654$5.49M0.0%-2.5%0.026%
Vladimir Lenin was right… (Ad)

The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold $3 billion of Amazon… it’s why Nvidia’s CEO just sold $713 million... and it’s why Zuckerberg just sold $1.3 billion in Meta stock. The financial establishment doesn’t want you to know about this… but a controversial new documentary just pulled back the curtain and exposed what’s really going on. It’s called The Final Frontier.

Including the name of the #1 company to buy.
11/13/2024Glenmede Trust Co. NA49,812$3.52M0.0%+123.5%0.017%
11/13/2024 Brooklyn Investment Group564$40K0.0%N/A0.000%
11/13/2024Partners Group Holding AG734,278$51.86M3.5%+5.5%0.246%
11/13/2024Dai ichi Life Insurance Company Ltd38,959$2.75M0.1%-14.7%0.013%
11/13/2024The Manufacturers Life Insurance Company189,442$13.38M0.0%+1.2%0.063%
11/13/2024Private Trust Co. NA982$69K0.0%+25.6%0.000%
11/13/2024Horizon Kinetics Asset Management LLC15,675$1.11M0.0%+1.3%0.005%
11/13/2024DRW Securities LLC118,681$8.38M0.2%N/A0.040%
11/13/2024Dynamic Technology Lab Private Ltd5,247$371K0.0%-7.7%0.002%
11/13/2024Prosperity Financial Group Inc.3,121$220K0.1%N/A0.001%
(Data available from 1/1/2016 forward)

CMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMS shares?

During the previous two years, 623 institutional investors and hedge funds held shares of CMS Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.22B), BlackRock Inc. ($1.57B), JPMorgan Chase & Co. ($1.37B), State Street Corp ($1.03B), Massachusetts Financial Services Co. MA ($537.50M), Geode Capital Management LLC ($528.71M), and Capital International Investors ($373.88M).Learn more on CMS's institutional investors.

What percentage of CMS Energy stock is owned by institutional investors?

93.57% of CMS Energy stock is owned by institutional investors. Learn more on CMS's institutional investor holdings.

Which institutional investors have been buying CMS Energy stock?

Of the 532 institutional investors that purchased CMS Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($6.02M), Massachusetts Financial Services Co. MA ($5.08M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.28M), Perpetual Ltd ($2.60M), Citigroup Inc. ($2.04M), Bank of Montreal Can ($1.96M), and Norges Bank ($1.91M).

How much institutional buying is happening at CMS Energy?

Institutional investors have bought a total of 73,848,459 shares in the last 24 months. This purchase volume represents approximately $4.45B in transactions.

Which CMS Energy major shareholders have been selling company stock?

Of the 358 institutional investors that sold CMS Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($2.94M), Caisse DE Depot ET Placement DU Quebec ($2.38M), abrdn plc ($2.31M), Citigroup Inc. ($2.05M), Price T Rowe Associates Inc. MD ($1.63M), Ceredex Value Advisors LLC ($1.57M), and Franklin Resources Inc. ($1.21M).

How much institutional selling is happening at CMS Energy?

Institutional investors have sold a total of 40,295,551 shares in the last 24 months. This volume of shares sold represents approximately $2.43B in transactions.


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This page (NYSE:CMS) was last updated on 1/20/2025 by MarketBeat.com Staff
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