CMS Energy Ownership | Who Owns CMS Energy?
CMS Energy Ownership Summary
CMS Energy is owned by 1.36% institutional investors, 0.51% insiders, and 98.13% retail investors. Vanguard group is the largest institutional shareholder, holding 12.67% of CMS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.21% of its assets in CMS Energy shares.
CMS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CMS Energy | 1.36% | 0.51% | 98.13% |
| Sector | Utilities Stocks | 38.76% | 7.96% | 53.28% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 38.18M | 12.67% | $2.54B |
| Blackrock funding, inc. /de | 31.33M | 10.40% | $2.09B |
| Blackrock | 28.61M | 9.65% | $1.70B |
| Jpmorgan chase | 25.59M | 8.50% | $1.71B |
| State street | 16.18M | 5.37% | $1.08B |
| Price t rowe associates inc /md/ | 14.26M | 4.73% | $950.23M |
| Massachusetts financial services co /ma/ | 9.74M | 3.23% | $649.26M |
| Geode capital management | 7.61M | 2.53% | $505.87M |
| Morgan stanley | 6.60M | 2.23% | $393.00M |
| Wells fargo & company/mn | 5.92M | 1.97% | $394.46M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bruce | 226.00K | 5.44% | $16.97M |
| Beck bode | 248.80K | 3.03% | $16.58M |
| Reaves w h | 1.28M | 2.25% | $85.20M |
| Ia global asset management | 1.60M | 1.87% | $106.57M |
| Contravisory investment management | 122.26K | 1.74% | $8.15M |
| Perpetual | 2.07M | 1.62% | $138.24M |
| Partners group | 657.75K | 1.57% | $43.84M |
| Brasada capital management, lp | 135.83K | 1.54% | $8.83M |
| Hite hedge asset management | 297.19K | 1.45% | $19.81M |
| Avalon trust | 289.54K | 1.37% | $19.30M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 14.26M | 0.11% | 3.49M |
| Norges bank | 2.58M | 0.02% | 2.58M |
| Massachusetts financial services co /ma/ | 9.74M | 0.20% | 2.13M |
| Blackrock | 28.61M | 0.04% | 1.40M |
| Prudential financial | 1.12M | 0.10% | 753.18K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gqg partners | 94.03K | 0.01% | -3.31M |
| Exoduspoint capital management, lp | - | - | -2.56M |
| T. rowe price investment management | 212.97K | 0.01% | -2.11M |
| Amundi | 2.81M | 0.06% | -1.67M |
| Jpmorgan chase | 25.59M | 0.13% | -1.42M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.58M | 0.02% | 2.58M | $171.80M |
| Raymond james financial | 367.30K | 0.01% | 367.30K | $24.48M |
| Susquehanna fundamental investments | 315.59K | 0.30% | 315.59K | $21.03M |
| Summit global investments | 232.65K | 0.97% | 232.65K | $15.51M |
| Contravisory investment management | 122.26K | 1.74% | 122.26K | $8.15M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| West branch capital | -1.00 |
| Mendota financial group | -1.00 |
| Rakuten securities | -2.00 |
| Frazier financial advisors | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 14 | -98.03% | 4,045,314 | -98.57% | 1 | 0.02% | 7 | -98.09% | 5 | -97.84% |
| Dec 31, 2024 | 686 | -3.24% | 282,860,342 | -0.07% | 93 | 1.06% | 353 | -2.22% | 226 | -1.74% |
| Sep 30, 2024 | 699 | 2.95% | 282,845,215 | 1.59% | 93 | 1.07% | 358 | -1.10% | 223 | 14.95% |
| Jun 30, 2024 | 673 | 1.20% | 277,562,265 | -0.15% | 93 | 1.07% | 359 | 18.48% | 193 | -18.57% |
| Mar 31, 2024 | 665 | 4.56% | 277,971,028 | -1.09% | 93 | 1.01% | 303 | 1.00% | 237 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 9.60M | 3.21% | 136.09K |
| Vanguard US Total Market Shares ETF | 9.46M | 3.17% | 6.30K |
| Vanguard Institutional 500 Index Trust | 8.44M | 2.82% | 135.20K |
| Vanguard Mid Cap Index Institutional | 6.50M | 2.17% | 62.17K |
| JPM US Equity Income-Composite | 4.49M | 1.50% | - |
| JPMorgan Equity Income I | 4.49M | 1.50% | - |
| The Utilities Select Sector SPDR® ETF | 4.45M | 1.49% | -9.80K |
| Fidelity 500 Index | 3.75M | 1.25% | 6.59K |
| SPDR® S&P 500 ETF | 3.72M | 1.24% | -54.56K |
| MFS Large Cap Growth Equity | 3.62M | 1.21% | -125.32K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 06, 2025 | Hofmeister Brandon J. | Senior Vice President | Sell | $161.79K |
| Mar 03, 2025 | Hofmeister Brandon J. | Senior Vice President | Sell | $147.54K |
| Feb 19, 2025 | Wright Laura | - | Sell | $6.98K |
| Feb 19, 2025 | Wright Laura | - | Sell | $41.69K |
| Feb 19, 2025 | Wright Laura | - | Sell | $125.93K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 3 |
CMS Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools