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CMS Energy (CMS) Institutional Ownership

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$73.43 +0.62 (+0.85%)
Closing price 03:59 PM Eastern
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$73.16 -0.28 (-0.37%)
As of 04:12 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)
443
Total
Institutional Inflows
(last 12 months)
$2.94B
Number of
Institutional Sellers
(last 12 months)
290
Total
Institutional Outflows
(last 12 months)
$1.51B
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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
8/13/2025Arrowstreet Capital Limited Partnership29,424$2.04M0.0%-6.7%0.010%
8/13/2025Blueshift Asset Management LLC12,478$864K0.3%N/A0.004%
8/13/2025M&T Bank Corp433,275$30.02M0.1%-0.7%0.145%
8/13/2025Edgestream Partners L.P.118,464$8.21M0.2%N/A0.040%
8/13/2025Panagora Asset Management Inc.94,870$6.57M0.0%+125.8%0.032%
8/13/2025New York State Common Retirement Fund147,807$10.24M0.0%-0.7%0.049%
8/13/2025Schroder Investment Management Group319,518$22.14M0.0%-10.3%0.107%
8/13/2025Norges Bank3,449,056$238.95M0.0%N/A1.152%
8/13/2025WealthTrust Axiom LLC26,600$1.84M0.5%-7.0%0.009%
8/13/2025Quadrature Capital Ltd7,683$532K0.0%N/A0.003%
8/13/2025Hsbc Holdings PLC534,302$36.95M0.0%-11.4%0.178%
8/13/2025State Board of Administration of Florida Retirement System316,518$21.93M0.0%+2.2%0.106%
8/13/2025Korea Investment CORP176,576$12.23M0.0%-2.1%0.059%
8/13/2025Quadrant Capital Group LLC3,891$270K0.0%-20.5%0.001%
8/13/2025Employees Retirement System of Texas84,245$5.84M0.0%N/A0.028%
8/13/2025Choreo LLC9,021$625K0.0%+5.1%0.003%
8/13/2025Russell Investments Group Ltd.290,033$20.09M0.0%+20.7%0.097%
8/12/2025Advisors Asset Management Inc.19,546$1.35M0.0%+9.4%0.007%
8/12/2025XTX Topco Ltd51,339$3.56M0.1%+109.5%0.017%
8/12/2025Horizon Kinetics Asset Management LLC12,297$852K0.0%-21.6%0.004%
8/12/2025Summit Global Investments115,740$8.02M0.5%-40.8%0.039%
8/12/2025Prudential Financial Inc.645,713$44.74M0.1%-1.6%0.216%
8/12/2025Coldstream Capital Management Inc.4,897$339K0.0%+4.1%0.002%
8/12/2025Charles Schwab Investment Management Inc.1,925,841$133.42M0.0%+1.2%0.643%
8/12/2025American Century Companies Inc.113,346$7.85M0.0%+32.5%0.038%
8/12/2025Bahl & Gaynor Inc.724,816$50.22M0.3%+9.5%0.242%
8/12/2025Rhumbline Advisers690,464$47.84M0.0%+1.4%0.231%
8/12/2025Mufg Securities Americas Inc.6,629$459K0.0%+25.3%0.002%
8/12/2025Journey Strategic Wealth LLC3,017$209K0.0%N/A0.001%
8/12/2025Legal & General Group Plc2,897,274$200.72M0.0%-3.6%0.968%
8/12/2025MAI Capital Management1,776$123K0.0%+13.0%0.001%
8/12/2025DNB Asset Management AS80,770$5.60M0.0%-42.2%0.027%
8/12/2025Swiss National Bank905,400$62.73M0.0%+7.4%0.302%
8/12/2025Dynamic Technology Lab Private Ltd26,735$1.85M0.3%N/A0.009%
8/12/2025Howe & Rusling Inc.114,528$7.93M0.6%-8.1%0.038%
8/12/2025Ensign Peak Advisors Inc415,064$28.76M0.0%+4.5%0.139%
8/11/2025 TD Waterhouse Canada Inc.1,165$82K0.0%-11.5%0.000%
8/11/2025 Greenland Capital Management LP36,747$2.55M0.3%-56.0%0.012%
8/11/2025 First American Trust FSB126,938$8.79M0.7%-0.6%0.042%
8/11/2025 Vanguard Group Inc.39,044,129$2.70B0.0%+1.8%13.044%
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8/11/2025 Frank Rimerman Advisors LLC3,971$275K0.0%-20.9%0.001%
8/11/2025 Nomura Asset Management Co. Ltd.121,168$8.40M0.0%+8.0%0.040%
8/11/2025 Duff & Phelps Investment Management Co.1,453,667$100.71M1.2%+5.2%0.486%
8/8/2025 Rockefeller Capital Management L.P.153,865$10.66M0.0%-71.6%0.051%
8/8/2025 Alberta Investment Management Corp23,900$1.66M0.0%N/A0.008%
8/8/2025 Citizens Financial Group Inc. RI3,706$257K0.0%+39.1%0.001%
8/8/2025 Ontario Teachers Pension Plan Board62,134$4.31M0.1%+118.6%0.021%
8/8/2025 Avantax Advisory Services Inc.28,857$2.00M0.0%+12.1%0.010%
8/8/2025 Intech Investment Management LLC37,313$2.59M0.0%-2.8%0.012%
8/8/2025 Cetera Investment Advisers36,596$2.54M0.0%-0.4%0.012%
8/8/2025 Creative Planning50,508$3.50M0.0%+19.9%0.017%
8/8/2025 SG Americas Securities LLC10,199$707K0.0%-49.1%0.003%
8/8/2025 Commonwealth of Pennsylvania Public School Empls Retrmt SYS573,084$39.70M0.2%+0.9%0.191%
8/8/2025 Foundations Investment Advisors LLC2,889$200K0.0%-38.4%0.001%
8/8/2025 Massachusetts Financial Services Co. MA9,331,771$646.51M0.2%-3.1%3.118%
8/8/2025 Banco Bilbao Vizcaya Argentaria S.A.5,597$388K0.0%-12.9%0.002%
8/8/2025 Avalon Trust Co290,371$20.12M1.5%+0.8%0.097%
8/8/2025 Police & Firemen s Retirement System of New Jersey45,041$3.12M0.0%+4.3%0.015%
8/8/2025 Geode Capital Management LLC8,020,765$553.44M0.0%+1.6%2.680%
8/8/2025 Tobam559$39K0.0%+35.0%0.000%
8/8/2025 Beck Bode LLC258,289$17.89M3.0%+4.1%0.086%
8/8/2025 Forsta AP Fonden77,900$5.40M0.0%+14.1%0.026%
8/8/2025 Mitsubishi UFJ Trust & Banking Corp189,830$13.15M0.0%-10.5%0.063%
8/8/2025 National Pension Service404,536$28.03M0.0%+0.8%0.135%
8/7/2025 Lakeridge Wealth Management LLC2,930$203K0.1%N/A0.001%
8/7/2025 Samalin Investment Counsel LLC5,488$380K0.1%-4.5%0.002%
8/7/2025 Vise Technologies Inc.7,715$534K0.0%N/A0.003%
8/7/2025 Allworth Financial LP2,211$153K0.0%+16.9%0.001%
8/7/2025 Illinois Municipal Retirement Fund92,204$6.39M0.1%-44.8%0.031%
8/7/2025 ProShare Advisors LLC53,165$3.68M0.0%+13.0%0.018%
8/7/2025 Profund Advisors LLC15,037$1.04M0.0%+27.8%0.005%
8/7/2025 Campbell & CO Investment Adviser LLC49,077$3.40M0.2%N/A0.016%
8/7/2025 Mitsubishi UFJ Asset Management Co. Ltd.591,377$40.97M0.0%+10.9%0.198%
8/7/2025 Magellan Asset Management Ltd200,553$13.89M0.2%-0.4%0.067%
8/7/2025Aviva PLC764,887$52.99M0.1%+6.9%0.256%
8/6/2025 Prospera Financial Services Inc8,025$556K0.0%-34.5%0.003%
8/6/2025 AGF Management Ltd.53,563$3.71M0.0%+13.0%0.018%
8/6/2025Summit Investment Advisors Inc.2,847$214K0.2%-5.9%0.001%
8/6/2025 AE Wealth Management LLC230,684$15.98M0.1%-5.0%0.077%
8/6/2025 Fox Run Management L.L.C.5,367$372K0.1%N/A0.002%
8/6/2025 Metis Global Partners LLC18,017$1.25M0.0%-5.5%0.006%
8/6/2025 Vestmark Advisory Solutions Inc.4,645$322K0.0%-19.2%0.002%
8/6/2025 Bryn Mawr Trust Advisors LLC5,151$357K0.0%N/A0.002%
8/6/2025 Cbre Investment Management Listed Real Assets LLC984,104$68.18M1.0%-1.6%0.329%
8/6/2025 Savant Capital LLC5,562$385K0.0%-24.1%0.002%
8/6/2025 Quaero Capital S.A.7,161$496K0.6%N/A0.002%
8/6/2025 Andra AP fonden83,173$5.76M0.1%+123.1%0.028%
8/6/2025 Resona Asset Management Co. Ltd.129,532$8.97M0.0%+19.0%0.043%
8/5/2025 Crestwood Advisors Group LLC5,517$382K0.0%+3.4%0.002%
8/5/2025 NewSquare Capital LLC124,948$8.53M0.6%+5.7%0.042%
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8/5/2025 Partners Group Holding AG611,962$42.40M2.0%-10.3%0.205%
8/5/2025 Bank of Montreal Can517,575$35.86M0.0%-13.0%0.173%
8/5/2025 Sigma Planning Corp31,615$2.19M0.1%-1.3%0.011%
8/5/2025 State of Michigan Retirement System81,299$5.63M0.0%+0.2%0.027%
8/5/2025 iA Global Asset Management Inc.1,361,949$94.36M1.4%-4.2%0.455%
8/5/2025 Nicholas Company Inc.161,860$11.21M0.2%-3.4%0.054%
8/5/2025 Tredje AP fonden432,456$29.96M0.2%+390.0%0.145%
8/5/2025 Sumitomo Life Insurance Co.10,657$738K0.1%-5.1%0.004%
8/4/2025 BLB&B Advisors LLC11,725$812K0.0%-5.4%0.004%
8/4/2025 Strs Ohio552,918$38.31M0.1%+1.7%0.185%
(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, 715 institutional investors and hedge funds held shares of CMS Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.70B), JPMorgan Chase & Co. ($1.37B), Price T Rowe Associates Inc. MD ($1.24B), State Street Corp ($1.03B), Massachusetts Financial Services Co. MA ($646.51M), Geode Capital Management LLC ($553.44M), and Ameriprise Financial Inc. ($370.76M).Learn more on CMS Energy's institutional investors.

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

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

Which institutional investors have been buying CMS Energy's stock?

Of the 604 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 ($7.94M), Massachusetts Financial Services Co. MA ($7.21M), Price T Rowe Associates Inc. MD ($5.78M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.28M), JPMorgan Chase & Co. ($2.79M), Goldman Sachs Group Inc. ($2.24M), and Zimmer Partners LP ($2.04M).

How much institutional buying is happening at CMS Energy?

Institutional investors have bought a total of 41,954,398 shares in the last 24 months. This purchase volume represents approximately $2.93B in transactions.

Which of CMS Energy's major shareholders have been selling company stock?

Of the 288 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: GQG Partners LLC ($3.32M), T. Rowe Price Investment Management Inc. ($2.11M), Magellan Asset Management Ltd ($1.30M), Assenagon Asset Management S.A. ($1.17M), HITE Hedge Asset Management LLC ($1.07M), Reaves W H & Co. Inc. ($968.02K), and AMF Tjanstepension AB ($675.63K).

How much institutional selling is happening at CMS Energy?

Institutional investors have sold a total of 21,804,621 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.



This page (NYSE:CMS) was last updated on 8/13/2025 by MarketBeat.com Staff
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