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CMS Energy (CMS) Institutional Ownership

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$66.61 +0.85 (+1.29%)
(As of 12/20/2024 05:16 PM ET)

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

Current
Institutional Ownership
Percentage
93.57%
Number of
Institutional Buyers
(last 12 months)
324
Total
Institutional Inflows
(last 12 months)
$2.16B
Number of
Institutional Sellers
(last 12 months)
228
Total
Institutional Outflows
(last 12 months)
$1.17B
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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
12/19/2024 Principal Financial Group Inc.408,331$28.84M0.0%+7.6%0.137%
12/13/2024 Lord Abbett & CO. LLC1,335,316$94.31M0.3%+0.2%0.447%
12/13/2024 B. Riley Wealth Advisors Inc.3,473$246K0.0%-19.5%0.001%
12/6/2024 Logan Capital Management Inc.73,651$5.20M0.2%-6.6%0.025%
12/6/2024 Retirement Systems of Alabama65,204$4.61M0.0%-1.0%0.022%
12/2/2024 Beaird Harris Wealth Management LLC387$27K0.0%-67.2%0.000%
11/25/2024 Tidal Investments LLC19,780$1.40M0.0%+17.6%0.007%
11/25/2024 Wilmington Savings Fund Society FSB8,346$589K0.0%N/A0.003%
11/25/2024 World Investment Advisors LLC3,518$248K0.0%N/A0.001%
11/25/2024 Sanctuary Advisors LLC34,904$2.43M0.0%+34.6%0.012%
11/20/2024 Virtu Financial LLC18,358$1.30M0.1%+18.0%0.006%
11/19/2024 M&T Bank Corp483,215$34.13M0.1%+0.7%0.162%
11/18/2024 Teachers Retirement System of The State of Kentucky22,171$1.57M0.0%-4.8%0.007%
11/18/2024 Toronto Dominion Bank179,223$12.66M0.0%+18.2%0.060%
11/18/2024 Coldstream Capital Management Inc.4,459$313K0.0%+16.3%0.001%
11/16/2024 Geode Capital Management LLC7,509,770$528.71M0.0%+1.4%2.513%
11/15/2024 Vestcor Inc9,004$636K0.0%-26.6%0.003%
11/15/2024 M&T Bank Corp483,215$34.13M0.1%+0.7%0.162%
11/15/2024 Executive Wealth Management LLC6,377$450K0.0%N/A0.002%
11/15/2024 Duff & Phelps Investment Management Co.1,542,667$108.96M1.3%-4.5%0.516%
11/15/2024 Continuum Advisory LLC3,077$207K0.0%+32.1%0.001%
11/15/2024 Public Employees Retirement System of Ohio161,404$11.40M0.0%-4.5%0.054%
11/15/2024 Nomura Asset Management Co. Ltd.87,969$6.21M0.0%+1.0%0.029%
11/15/2024 MML Investors Services LLC9,479$670K0.0%-4.6%0.003%
11/15/2024 Orion Portfolio Solutions LLC27,540$1.95M0.0%+13.8%0.009%
11/15/2024 XTX Topco Ltd6,194$437K0.0%N/A0.002%
11/15/2024 Yaupon Capital Management LP334,807$23.65M1.3%-27.0%0.112%
11/15/2024 National Bank of Canada FI892,734$63.05M0.1%+404.8%0.299%
11/15/2024 Brookfield Corp ON1,199,811$84.74M0.5%+0.6%0.402%
11/15/2024 iA Global Asset Management Inc.1,552,732$109.67M1.9%-0.2%0.520%
11/15/2024 United Services Automobile Association10,726$758K0.0%-13.7%0.004%
11/15/2024 Insigneo Advisory Services LLC3,838$271K0.0%-73.1%0.001%
11/15/2024 Kovitz Investment Group Partners LLC14,011$990K0.0%+26.2%0.005%
11/15/2024 Worldquant Millennium Advisors LLC30,272$2.14M0.0%-3.4%0.010%
11/15/2024 Stifel Financial Corp90,929$6.42M0.0%-0.9%0.030%
11/15/2024 Quantinno Capital Management LP23,466$1.66M0.0%+38.3%0.008%
11/15/2024 Quarry LP819$58K0.0%-75.4%0.000%
11/15/2024 Integrated Wealth Concepts LLC3,630$256K0.0%-14.3%0.001%
11/15/2024 Investment Management Corp of Ontario9,992$706K0.0%+47.1%0.003%
11/15/2024 Janus Henderson Group PLC479,203$33.85M0.0%+1,122.4%0.160%
What most folks don’t know about oil (BIG missed opportunity) (Ad)

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11/15/2024 HITE Hedge Asset Management LLC355,566$25.11M2.9%-64.8%0.119%
11/15/2024 HighTower Advisors LLC91,587$6.47M0.0%-1.6%0.031%
11/15/2024 Hilltop Holdings Inc.68,920$4.87M0.3%N/A0.023%
11/15/2024 Centiva Capital LP20,978$1.48M0.0%-35.6%0.007%
11/15/2024 Chevy Chase Trust Holdings LLC160,166$11.31M0.0%-1.8%0.054%
11/15/2024 Benjamin Edwards Inc.63,500$4.49M0.1%+26.1%0.021%
11/15/2024 Atom Investors LP3,688$260K0.0%N/A0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp49,836$3.52M0.0%-12.8%0.017%
11/14/2024 Edgestream Partners L.P.29,668$2.10M0.1%-65.9%0.010%
11/14/2024 Eventide Asset Management LLC124,697$8.81M0.2%-0.3%0.042%
11/14/2024 Verition Fund Management LLC103,335$7.30M0.0%-31.9%0.035%
11/14/2024 Captrust Financial Advisors40,925$2.89M0.0%-3.7%0.014%
11/14/2024 Rockefeller Capital Management L.P.566,025$39.98M0.1%+552.9%0.189%
11/14/2024 Walleye Capital LLC7,938$561K0.0%N/A0.003%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,155,842$152.27M0.0%+0.9%0.722%
11/14/2024 Public Sector Pension Investment Board52,185$3.69M0.0%+3.0%0.017%
11/14/2024 Fiduciary Trust Co14,169$1.00M0.0%+39.6%0.005%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank71,560$5.05M0.0%+2.7%0.024%
11/14/2024 MetLife Investment Management LLC77,654$5.49M0.0%-2.5%0.026%
11/13/2024 Glenmede Trust Co. NA49,812$3.52M0.0%+123.5%0.017%
11/13/2024 Brooklyn Investment Group564$40K0.0%N/A0.000%
11/13/2024 Partners Group Holding AG734,278$51.86M3.5%+5.5%0.246%
11/13/2024 Dai ichi Life Insurance Company Ltd38,959$2.75M0.1%-14.7%0.013%
11/13/2024 The Manufacturers Life Insurance Company189,442$13.38M0.0%+1.2%0.063%
11/13/2024 Private Trust Co. NA982$69K0.0%+25.6%0.000%
11/13/2024 Horizon Kinetics Asset Management LLC15,675$1.11M0.0%+1.3%0.005%
11/13/2024 DRW Securities LLC118,681$8.38M0.2%N/A0.040%
11/13/2024 Dynamic Technology Lab Private Ltd5,247$371K0.0%-7.7%0.002%
11/13/2024 Prosperity Financial Group Inc.3,121$220K0.1%N/A0.001%
11/13/2024 Daiwa Securities Group Inc.50,887$3.59M0.0%+9.2%0.017%
11/12/2024 Summit Trail Advisors LLC6,551$463K0.0%+83.2%0.002%
11/12/2024 Cerity Partners LLC26,566$1.88M0.0%+35.5%0.009%
11/12/2024 Raymond James Trust N.A.6,448$455K0.0%+43.0%0.002%
11/12/2024 Charles Schwab Investment Management Inc.1,822,389$128.72M0.0%+1.4%0.610%
11/12/2024 Massachusetts Financial Services Co. MA7,610,120$537.50M0.2%+10.4%2.547%
11/9/2024 Intech Investment Management LLC171,667$12.13M0.1%-28.3%0.057%
11/8/2024 Ontario Teachers Pension Plan Board19,442$1.37M0.0%-30.6%0.007%
11/8/2024 First Horizon Advisors Inc.435$31K0.0%+171.9%0.000%
11/8/2024 Advisors Asset Management Inc.20,353$1.44M0.0%-14.9%0.007%
11/8/2024 Howe & Rusling Inc.128,523$9.08M0.8%+0.2%0.043%
11/8/2024 Hilton Capital Management LLC18,686$1.32M0.1%-5.0%0.006%
11/8/2024 Jennison Associates LLC1,959,497$138.40M0.1%-4.5%0.656%
11/8/2024 Strategy Asset Managers LLC5,122$362K0.1%+21.5%0.002%
11/8/2024 Prospera Private Wealth LLC1,087$77K0.0%N/A0.000%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG109,537$7.74M0.1%N/A0.037%
11/8/2024 Banque Cantonale Vaudoise19,936$1.41M0.1%+42.4%0.007%
11/8/2024 Prospera Financial Services Inc12,330$871K0.0%-13.0%0.004%
11/7/2024 New England Asset Management Inc.126,180$8.91M1.4%+0.4%0.042%
11/7/2024 Meeder Advisory Services Inc.11,925$842K0.1%+10.6%0.004%
11/7/2024 Swiss National Bank886,400$62.61M0.0%+0.3%0.297%
What most folks don’t know about oil (BIG missed opportunity) (Ad)

$1 Trillion… That’s how much Big Tech is set to spend on AI investment in the coming months—according to Goldman Sachs. This investment is driving an A.I. boom that’s being felt across many industries… Including a specific group of energy tickers since A.I. data centers use a massive amount of power. One of those tickers is CEG, up nearly 600% in the last 3 years… Combined with the upcoming presidential election, we have the recipe for a major shakeup in the market. You see, each time the U.S. elects a new president, one overlooked part of the energy sector tends to see a big move. Fact is… this energy niche is BOOMING.

And expects this underappreciated niche to continue rallying well into 2026.
11/6/2024 Mutual of America Capital Management LLC36,781$2.60M0.0%-2.3%0.012%
11/6/2024 Natixis Advisors LLC188,446$13.31M0.0%+99.1%0.063%
11/6/2024 Mizuho Securities USA LLC251,525$18.08M0.0%+992.4%0.084%
11/6/2024 Kentucky Retirement Systems Insurance Trust Fund8,845$625K0.0%-8.2%0.003%
11/6/2024 Kentucky Retirement Systems20,811$1.47M0.0%-7.5%0.007%
11/6/2024 Empowered Funds LLC5,028$355K0.0%+11.5%0.002%
11/6/2024 Empirical Finance LLC10,048$710K0.0%+2.2%0.003%
11/6/2024 CIBC Asset Management Inc129,178$9.11M0.0%+0.8%0.043%
11/6/2024 OneDigital Investment Advisors LLC3,625$256K0.0%+5.4%0.001%
11/6/2024 ING Groep NV39,952$2.82M0.0%-0.6%0.013%
(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 534 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 74,124,185 shares in the last 24 months. This purchase volume represents approximately $4.46B in transactions.

Which CMS Energy major shareholders have been selling company stock?

Of the 357 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), Assenagon Asset Management S.A. ($1.71M), Price T Rowe Associates Inc. MD ($1.63M), and Ceredex Value Advisors LLC ($1.57M).

How much institutional selling is happening at CMS Energy?

Institutional investors have sold a total of 40,422,929 shares in the last 24 months. This volume of shares sold represents approximately $2.44B in transactions.



This page (NYSE:CMS) was last updated on 12/21/2024 by MarketBeat.com Staff
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