CMS Energy Ownership 2024 | Who Owns CMS Energy Now?
Institutional Ownership
19.04%
Insider Ownership
0.49%
Retail Ownership
80.46%
Institutional Holders
355.00
CMS Energy Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 12.75% | 0.04% | 37,801,982 | 996,173 | 2.71% | 2,250,351,989 | Jun 30, 2024 |
| BLACKROCK INC. | 9.65% | 0.04% | 28,605,775 | 1,399,385 | 5.14% | 1,702,901,761 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 8.45% | 0.12% | 25,055,113 | 2,392,149 | 10.56% | 1,491,530,884 | Jun 30, 2024 |
| STATE STREET CORP | 5.42% | 0.04% | 16,066,268 | -1,866,051 | -10.41% | 956,424,934,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.50% | 0.04% | 7,404,708 | 288,780 | 4.06% | 439,680,210 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.32% | 0.13% | 6,891,027 | 3,473,977 | 101.67% | 410,222,838 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 2.26% | 0.11% | 6,699,255 | -86,455 | -1.27% | 401,257,748 | Jun 30, 2024 |
| MORGAN STANLEY | 2.23% | 0.03% | 6,601,731 | 117,842 | 1.82% | 393,001,166 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 2.09% | 0.09% | 6,187,922 | -146,639 | -2.31% | 368,367,013 | Jun 30, 2024 |
| INVESCO LTD. | 1.53% | 0.06% | 4,547,859 | -136,451 | -2.91% | 270,734,046 | Jun 30, 2024 |
| AMUNDI | 1.52% | 0.10% | 4,496,713 | 456,730 | 11.31% | 264,721,759 | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 1.43% | 0.26% | 4,249,767 | 85,915 | 2.06% | 252,988,630 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.34% | 0.04% | 3,973,658 | 282,719 | 7.66% | 236,551,899 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 1.29% | 0.05% | 3,812,676 | -172,478 | -4.33% | 226,968,526 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.21% | 0.04% | 3,574,495 | -124,709 | -3.37% | 212,789,688 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 1.20% | 0.10% | 3,562,492 | 1,954,639 | 121.57% | 212,075,149 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.05% | 0.12% | 3,104,447 | 27,387 | 0.89% | 184,808,000 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 1.04% | 0.21% | 3,083,157 | -329,102 | -9.64% | 183,540,336 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.02% | 0.02% | 3,031,357 | -588,618 | -16.26% | 180,458,000 | Jun 30, 2024 |
| FIL LTD | 0.96% | 0.17% | 2,853,534 | -30,005 | -1.04% | 169,870,879 | Jun 30, 2024 |
CMS Energy's largest institutional shareholder is VANGUARD GROUP INC, holding 12.75% of the company's total share outstanding, currently valued at $2.25B. The top 10 institutional shareholders own together 49.19% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BRUCE & CO., INC. | 0.11% | 6.27% | 320,000 | 4,000 | 1.27% | 19,049,600 | Jun 30, 2024 |
| DECADE RENEWABLE PARTNERS LP | 0.07% | 6.02% | 207,400 | 207,400 | 100.00% | 12,346,522 | Jun 30, 2024 |
| HITE HEDGE ASSET MANAGEMENT LLC | 0.34% | 5.88% | 1,009,193 | -118,518 | -10.51% | 60,077,259 | Jun 30, 2024 |
| PARTNERS GROUP HOLDING AG | 0.23% | 3.12% | 695,982 | 30,824 | 4.63% | 41,431,808 | Jun 30, 2024 |
| NEKTON CAPITAL LTD. | 0.04% | 3.10% | 114,682 | -40,156 | -25.93% | 6,827,019 | Jun 30, 2024 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | 0.06% | 2.79% | 185,979 | 49,765 | 36.53% | 11,071,330 | Jun 30, 2024 |
| REAVES W H & CO INC | 0.45% | 2.70% | 1,342,262 | -138,958 | -9.38% | 79,905,000 | Jun 30, 2024 |
| BECK BODE, LLC | 0.07% | 2.59% | 216,324 | 196,501 | 991.28% | 12,877,770 | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | 0.08% | 2.21% | 251,620 | 38,327 | 17.97% | 14,978,939 | Jun 30, 2024 |
| AUSBIL INVESTMENT MANAGEMENT LTD | 0.02% | 1.80% | 65,437 | -2,288 | -3.38% | 3,895,465 | Jun 30, 2024 |
| PERPETUAL LTD | 0.87% | 1.66% | 2,570,700 | -36,402 | -1.40% | 153,033,771 | Jun 30, 2024 |
| RWC ASSET MANAGEMENT LLP | 0.12% | 1.52% | 361,613 | 883 | 0.24% | 21,526,822 | Jun 30, 2024 |
| BRASADA CAPITAL MANAGEMENT, LP | 0.04% | 1.39% | 131,303 | 1,703 | 1.31% | 7,964,840 | Jun 30, 2024 |
| YAUPON CAPITAL MANAGEMENT LP | 0.15% | 1.38% | 458,513 | 148,400 | 47.85% | 27,295,279 | Jun 30, 2024 |
| AVALON TRUST CO | 0.10% | 1.38% | 292,075 | 292,075 | 100.00% | 17,387,225 | Jun 30, 2024 |
| COX CAPITAL MGT LLC | 0.01% | 1.30% | 36,009 | -1,862 | -4.92% | 2,143,601 | Jun 30, 2024 |
| MILLER HOWARD INVESTMENTS INC /NY | 0.22% | 1.29% | 653,543 | -6,488 | -0.98% | 38,905,427 | Jun 30, 2024 |
| SOROBAN CAPITAL PARTNERS LP | 0.49% | 1.26% | 1,443,203 | 561,901 | 63.76% | 85,913,875 | Jun 30, 2024 |
| NEW ENGLAND ASSET MANAGEMENT INC | 0.04% | 1.24% | 125,635 | -2,145 | -1.68% | 7,479,052 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.54% | 1.22% | 1,615,109 | -402,666 | -19.96% | 96,147,439 | Jun 30, 2024 |
The largest CMS Energy shareholder by % of total assets is BRUCE & CO., INC.. The company owns 320.00K shares of CMS Energy (CMS), representing 6.27% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.32% | 0.13% | 6,891,027 | 3,473,977 | 101.67% | 410,222,838 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 8.45% | 0.12% | 25,055,113 | 2,392,149 | 10.56% | 1,491,530,884 | Jun 30, 2024 |
| NORGES BANK | 0.73% | 0.02% | 2,154,486 | 2,154,486 | 100.00% | 128,256,552 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 1.20% | 0.10% | 3,562,492 | 1,954,639 | 121.57% | 212,075,149 | Jun 30, 2024 |
| BLACKROCK INC. | 9.65% | 0.04% | 28,605,775 | 1,399,385 | 5.14% | 1,702,901,761 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.75% | 0.04% | 37,801,982 | 996,173 | 2.71% | 2,250,351,989 | Jun 30, 2024 |
| IA GLOBAL ASSET MANAGEMENT INC. | 0.52% | 1.02% | 1,555,898 | 800,344 | 105.93% | 92,623,000 | Jun 30, 2024 |
| RAILWAY PENSION INVESTMENTS LTD | 0.27% | 0.56% | 790,900 | 790,900 | 100.00% | 47,082,277 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.72% | 0.04% | 2,137,439 | 746,145 | 53.63% | 127,241,744 | Jun 30, 2024 |
| SOROBAN CAPITAL PARTNERS LP | 0.49% | 1.26% | 1,443,203 | 561,901 | 63.76% | 85,913,875 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.26% | 0.08% | 767,100 | 466,500 | 155.19% | 45,665,463 | Jun 30, 2024 |
| AMUNDI | 1.52% | 0.10% | 4,496,713 | 456,730 | 11.31% | 264,721,759 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.46% | 0.02% | 1,377,752 | 375,072 | 37.41% | 82,706,452 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.25% | 0.10% | 731,887 | 325,101 | 79.92% | 43,569,233 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.19% | 0.03% | 561,313 | 307,136 | 120.84% | 33,414,963 | Jun 30, 2024 |
| AVALON TRUST CO | 0.10% | 1.38% | 292,075 | 292,075 | 100.00% | 17,387,225 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.50% | 0.04% | 7,404,708 | 288,780 | 4.06% | 439,680,210 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.73% | 0.88% | 2,158,968 | 285,309 | 15.23% | 128,523,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.34% | 0.04% | 3,973,658 | 282,719 | 7.66% | 236,551,899 | Jun 30, 2024 |
| CIDEL ASSET MANAGEMENT INC | 0.08% | 1.11% | 240,342 | 235,359 | 4723.24% | 14,307,559 | Jun 30, 2024 |
As of Jun 30 2024, CMS Energy's largest institutional buyer is MASSACHUSETTS FINANCIAL SERVICES CO /MA/. The company purchased 3.47M stocks of CMS, valued at $410.22M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL INTERNATIONAL INVESTORS | 0.23% | 0.01% | 695,907 | -5,500,300 | -88.77% | 41,427,423 | Jun 30, 2024 |
| STATE STREET CORP | 5.42% | 0.04% | 16,066,268 | -1,866,051 | -10.41% | 956,424,934,000 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.41% | 0.02% | 1,226,454 | -1,521,285 | -55.37% | 73,010,807 | Jun 30, 2024 |
| COHEN & STEERS, INC. | - | - | - | -942,276 | -100.00% | - | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.05% | 0.00% | 162,449 | -826,084 | -83.57% | 9,670,589 | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -816,340 | -100.00% | - | Jun 30, 2024 |
| ING GROEP NV | 0.01% | 0.01% | 40,185 | -706,095 | -94.62% | 2,392,213 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.12% | 0.02% | 360,748 | -678,566 | -65.29% | 21,475,328 | Jun 30, 2024 |
| PRUDENTIAL FINANCIAL INC | 0.31% | 0.08% | 918,937 | -672,018 | -42.24% | 54,704,317 | Jun 30, 2024 |
| ZIMMER PARTNERS, LP | 0.07% | 0.23% | 210,904 | -649,620 | -75.49% | 12,555,115 | Jun 30, 2024 |
| MAGELLAN ASSET MANAGEMENT LTD | 0.52% | 0.88% | 1,548,180 | -641,330 | -29.29% | 92,163,155 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1.02% | 0.02% | 3,031,357 | -588,618 | -16.26% | 180,458,000 | Jun 30, 2024 |
| CEREDEX VALUE ADVISORS LLC | 0.20% | 0.68% | 606,150 | -549,957 | -47.57% | 36,084,110 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.05% | 0.06% | 144,217 | -528,386 | -78.56% | 8,585,237 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.25% | 0.03% | 729,904 | -424,262 | -36.76% | 43,428,330 | Jun 30, 2024 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 0.54% | 1.22% | 1,615,109 | -402,666 | -19.96% | 96,147,439 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.55% | 0.06% | 1,622,082 | -371,598 | -18.64% | 96,562,642 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.46% | 0.06% | 1,366,487 | -331,644 | -19.53% | 81,346,971 | Jun 30, 2024 |
| PICTET ASSET MANAGEMENT HOLDING SA | 1.04% | 0.21% | 3,083,157 | -329,102 | -9.64% | 183,540,336 | Jun 30, 2024 |
| UNISUPER MANAGEMENT PTY LTD | 0.27% | 0.39% | 795,414 | -319,947 | -28.69% | 47,350,995 | Jun 30, 2024 |
As of Jun 30 2024, CMS Energy's biggest institutional seller is CAPITAL INTERNATIONAL INVESTORS. The company sold -5.50M shares of CMS, valued at $41.43M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.73% | 0.02% | 2,154,486 | 2,154,486 | 100.00% | 128,256,552 | Jun 30, 2024 |
| RAILWAY PENSION INVESTMENTS LTD | 0.27% | 0.56% | 790,900 | 790,900 | 100.00% | 47,082,277 | Jun 30, 2024 |
| AVALON TRUST CO | 0.10% | 1.38% | 292,075 | 292,075 | 100.00% | 17,387,225 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.07% | 0.29% | 221,029 | 221,029 | 100.00% | 13,157,856 | Jun 30, 2024 |
| DECADE RENEWABLE PARTNERS LP | 0.07% | 6.02% | 207,400 | 207,400 | 100.00% | 12,346,522 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.04% | 0.13% | 105,823 | 105,823 | 100.00% | 6,299,643 | Jun 30, 2024 |
| GQG PARTNERS LLC | 0.03% | 0.01% | 92,536 | 92,536 | 100.00% | 5,508,668 | Jun 30, 2024 |
| FINANCIERE DES PROFESSIONNELS - FONDS D,INVESTISSEMENT INC. | 0.03% | 0.38% | 81,257 | 81,257 | 100.00% | 4,791,725 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.03% | 0.00% | 76,400 | 76,400 | 100.00% | 4,548,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.03% | 76,295 | 76,295 | 100.00% | 4,541,841 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.02% | 0.01% | 64,508 | 64,508 | 100.00% | 3,840,161 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.02% | 0.07% | 58,698 | 58,698 | 100.00% | 3,494,292 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.01% | 0.06% | 44,333 | 44,333 | 100.00% | 2,639,143 | Jun 30, 2024 |
| ANDRA AP-FONDEN | 0.01% | 0.04% | 40,400 | 40,400 | 100.00% | 2,405,012 | Jun 30, 2024 |
| AGF MANAGEMENT LTD | 0.01% | 0.01% | 38,110 | 38,110 | 100.00% | 2,268,688 | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.01% | 0.02% | 31,322 | 31,322 | 100.00% | 1,864,599 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 30,444 | 30,444 | 100.00% | 1,812,331 | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.01% | 0.30% | 26,675 | 26,675 | 100.00% | 1,587,963 | Jun 30, 2024 |
| AXQ CAPITAL, LP | 0.01% | 0.36% | 26,140 | 26,140 | 100.00% | 1,556,114 | Jun 30, 2024 |
| MAN GROUP PLC | 0.01% | 0.00% | 25,913 | 25,913 | 100.00% | 1,542,601 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.01% | 0.24% | 25,232 | 25,232 | 100.00% | 1,502,061 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | 0.01% | 0.01% | 24,039 | 24,039 | 100.00% | 1,431,042 | Jun 30, 2024 |
| MIZUHO SECURITIES USA LLC | 0.01% | 0.03% | 23,024 | 23,024 | 100.00% | 1,370,619 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.03% | 20,770 | 20,770 | 100.00% | 1,236,438 | Jun 30, 2024 |
| MIRABELLA FINANCIAL SERVICES LLP | 0.01% | 0.07% | 17,094 | 17,094 | 100.00% | 1,017,606 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.01% | 0.06% | 15,558 | 15,558 | 100.00% | 926,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.01% | 0.00% | 15,416 | 15,416 | 100.00% | 917,714 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.01% | 0.28% | 15,354 | 15,354 | 100.00% | 913,921 | Jun 30, 2024 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.00% | 0.01% | 14,354 | 14,354 | 100.00% | 854,494 | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.01% | 13,273 | 13,273 | 100.00% | 790,142 | Jun 30, 2024 |
| ELEVATED CAPITAL ADVISORS, LLC | 0.00% | 0.22% | 12,945 | 12,945 | 100.00% | 770,616 | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | 0.00% | 0.14% | 12,659 | 12,659 | 100.00% | 753,590 | Jun 30, 2024 |
| GOTHAM ASSET MANAGEMENT, LLC | 0.00% | 0.01% | 12,007 | 12,007 | 100.00% | 714,777 | Jun 30, 2024 |
| ICON ADVISERS INC/CO | 0.00% | 0.14% | 10,400 | 10,400 | 100.00% | 611,520 | Jun 30, 2024 |
| ALTFEST L J & CO INC | 0.00% | 0.07% | 8,963 | 8,963 | 100.00% | 534,000 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.01% | 7,805 | 7,805 | 100.00% | 459,563 | Jun 30, 2024 |
| MQS MANAGEMENT LLC | 0.00% | 0.21% | 5,962 | 5,962 | 100.00% | 354,918 | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.00% | 0.04% | 5,684 | 5,684 | 100.00% | 338,000 | Jun 30, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | 0.00% | 0.01% | 4,933 | 4,933 | 100.00% | 295,783 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.00% | 0.04% | 4,709 | 4,709 | 100.00% | 280,327 | Jun 30, 2024 |
| CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.10% | 4,377 | 4,377 | 100.00% | 260,564 | Jun 30, 2024 |
| DIAMETRIC CAPITAL, LP | 0.00% | 0.12% | 3,686 | 3,686 | 100.00% | 219,427 | Jun 30, 2024 |
| CAPROCK GROUP, LLC | 0.00% | 0.01% | 3,669 | 3,669 | 100.00% | 218,416 | Jun 30, 2024 |
| SUMMIT TRAIL ADVISORS, LLC | 0.00% | 0.01% | 3,575 | 3,575 | 100.00% | 212,820 | Jun 30, 2024 |
| HENRICKSON NAUTA WEALTH ADVISORS, INC. | 0.00% | 0.09% | 3,467 | 3,467 | 100.00% | 206,382 | Jun 30, 2024 |
| ADVISOR OS, LLC | 0.00% | 0.02% | 3,460 | 3,460 | 100.00% | 205,978 | Jun 30, 2024 |
| RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.00% | 3,438 | 3,438 | 100.00% | 204,651 | Jun 30, 2024 |
| TFB ADVISORS LLC | 0.00% | 0.07% | 3,390 | 3,390 | 100.00% | 201,807 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 1,539 | 1,539 | 100.00% | 91,617 | Jun 30, 2024 |
| 0.00% | 0.03% | 884 | 884 | 100.00% | 52,625 | Jun 30, 2024 | |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 726 | 726 | 100.00% | 43,218 | Jun 30, 2024 |
| JONES FINANCIAL COMPANIES LLLP | 0.00% | - | 355 | 355 | 100.00% | 21,133 | Jun 30, 2024 |
| LAFFER TENGLER INVESTMENTS | 0.00% | 0.00% | 250 | 250 | 100.00% | 14,883 | Jun 30, 2024 |
| FAMILY FIRM, INC. | 0.00% | 0.00% | 168 | 168 | 100.00% | 10,027 | Jun 30, 2024 |
| CAMELOT PORTFOLIOS, LLC | - | 0.00% | 100 | 100 | 100.00% | 5,953 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 91 | 91 | 100.00% | 5,417 | Jun 30, 2024 |
| CREEKMUR ASSET MANAGEMENT LLC | - | 0.00% | 65 | 65 | 100.00% | 3,869 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | - | 0.00% | 61 | 61 | 100.00% | 3,631 | Jun 30, 2024 |
| RICHARDSON CAPITAL MANAGEMENT LLC | - | 0.00% | 25 | 25 | 100.00% | 1,488 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | - | 0.00% | 23 | 23 | 100.00% | 1,388 | Jun 30, 2024 |
| BOKF, NA | - | - | 22 | 22 | 100.00% | 1,310 | Jun 30, 2024 |
| ESL TRUST SERVICES, LLC | - | 0.00% | 22 | 22 | 100.00% | 1,310 | Jun 30, 2024 |
| FAIRWAY WEALTH LLC | - | 0.00% | 16 | 16 | 100.00% | 952 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 13 | 13 | 100.00% | 774 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | - | 0.00% | 12 | 12 | 100.00% | 714 | Jun 30, 2024 |
| WOLFF WIESE MAGANA LLC | - | 0.00% | 10 | 10 | 100.00% | 596 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | - | 0.00% | 9 | 9 | 100.00% | 1,000 | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | 4 | 4 | 100.00% | 238 | Jun 30, 2024 |
CMS Energy's largest new institutional shareholder by number of shares is NORGES BANK, purchased 2.15M shares, valued at $128.26M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COHEN & STEERS, INC. | - | - | - | -942,276 | -100.00% | - | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -816,340 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -127,100 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -98,232 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -84,582 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -76,972 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -46,931 | -100.00% | - | Jun 30, 2024 |
| GLOBAL ASSETS ADVISORY, LLC | - | - | - | -43,845 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -42,600 | -100.00% | - | Jun 30, 2024 |
| MARSHALL WACE, LLP | - | - | - | -36,347 | -100.00% | - | Jun 30, 2024 |
| AQUILA INVESTMENT MANAGEMENT LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| NATIXIS | - | - | - | -29,925 | -100.00% | - | Jun 30, 2024 |
| WESTPAC BANKING CORP | - | - | - | -28,098 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -25,293 | -100.00% | - | Jun 30, 2024 |
| ACHMEA INVESTMENT MANAGEMENT B.V. | - | - | - | -19,265 | -100.00% | - | Jun 30, 2024 |
| MATTERN WEALTH MANAGEMENT LLC | - | - | - | -18,037 | -100.00% | - | Jun 30, 2024 |
| ATOM INVESTORS LP | - | - | - | -15,086 | -100.00% | - | Jun 30, 2024 |
| LLOYD ADVISORY SERVICES, LLC. | - | - | - | -14,995 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -13,609 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -13,597 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -11,875 | -100.00% | - | Jun 30, 2024 |
| FINER WEALTH MANAGEMENT, INC. | - | - | - | -10,139 | -100.00% | - | Jun 30, 2024 |
| INDUSTRIAL ALLIANCE INVESTMENT MANAGEMENT INC. | - | - | - | -8,680 | -100.00% | - | Jun 30, 2024 |
| EMPOWER ADVISORY GROUP, LLC | - | - | - | -7,735 | -100.00% | - | Jun 30, 2024 |
| CAPULA MANAGEMENT LTD | - | - | - | -6,868 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -6,533 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH ADVISORS, LLC | - | - | - | -5,959 | -100.00% | - | Jun 30, 2024 |
| LVW ADVISORS, LLC | - | - | - | -5,180 | -100.00% | - | Jun 30, 2024 |
| ALBERTA INVESTMENT MANAGEMENT CORP | - | - | - | -4,900 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -4,800 | -100.00% | - | Jun 30, 2024 |
| EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -4,466 | -100.00% | - | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | - | - | - | -4,407 | -100.00% | - | Jun 30, 2024 |
| OLD MISSION CAPITAL LLC | - | - | - | -4,149 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -4,021 | -100.00% | - | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -3,985 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
| STRATOS WEALTH PARTNERS, LTD. | - | - | - | -3,599 | -100.00% | - | Jun 30, 2024 |
| PROSPERITY FINANCIAL GROUP, INC. | - | - | - | -3,519 | -100.00% | - | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | - | - | - | -3,515 | -100.00% | - | Jun 30, 2024 |
| ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -3,349 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE WEALTH, LLC | - | - | - | -3,342 | -100.00% | - | Jun 30, 2024 |
| SIEMENS FONDS INVEST GMBH | - | - | - | -3,323 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -3,100 | -100.00% | - | Jun 30, 2024 |
| CORECAP ADVISORS, LLC | - | - | - | -2,816 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -1,481 | -100.00% | - | Jun 30, 2024 |
| ARROW FINANCIAL CORP | - | - | - | -121 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -79 | -100.00% | - | Jun 30, 2024 |
| WEBSTER BANK, N. A. | - | - | - | -78 | -100.00% | - | Jun 30, 2024 |
| LIFESTEPS FINANCIAL, INC. | - | - | - | -31 | -100.00% | - | Jun 30, 2024 |
| PARK PLACE CAPITAL CORP | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
| RFP FINANCIAL GROUP LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| ARLINGTON TRUST CO LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| CHERRY TREE WEALTH MANAGEMENT, LLC | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
CMS Energy's largest sold out institutional shareholder by shares sold is COHEN & STEERS, INC., sold -0.94M shares, valued at -, as of undefined.
CMS Energy Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 2.44% | 280,060 | - | - | Jan 31, 2024 |
| CALAMOS ADVISORS TRUST/IL | 2.26% | 165,000 | 165,000 | - | Mar 31, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 1.89% | 1,500,000 | - | - | Dec 29, 2023 |
| REAVES UTILITY INCOME FUND | 1.78% | 1,570,500 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.63% | 850,000 | - | - | Mar 31, 2024 |
| PIONEER EQUITY INCOME FUND | 1.59% | 355,035 | 28,371 | 8.69% | Jan 31, 2024 |
| Stock Portfolio | 1.55% | 95,300 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 1.53% | 177,055 | -8,180 | -4.42% | Mar 31, 2024 |
| BNY Mellon Sustainable U.S. Equity Fund, Inc. | 1.51% | 110,027 | 110,027 | - | Feb 29, 2024 |
| PIONEER SERIES TRUST XI | 1.46% | 733,361 | - | - | Mar 28, 2024 |
| BANCROFT FUND LTD | 1.44% | 2,000,000 | - | - | Dec 29, 2023 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.43% | 2,000,000 | - | - | Dec 29, 2023 |
| Duff & Phelps Utility & Infrastructure Fund Inc. | 1.41% | 245,000 | -52,000 | -17.51% | Jan 31, 2024 |
| DAXOR CORP | 1.27% | 3,500 | 3,500 | - | Sep 30, 2023 |
| ELFUN TRUSTS | 1.24% | 1,351,100 | 1,351,100 | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 1.21% | 1,000,000 | - | - | Dec 31, 2023 |
| Eaton Vance Tax-Managed Buy-Write Income Fund | 1.20% | 38,452 | - | - | Mar 31, 2024 |
| Tax-Managed Value Portfolio | 1.15% | 111,375 | 42,522 | 61.76% | Jan 31, 2024 |
| PUTNAM CONVERTIBLE SECURITIES FUND | 1.14% | 5,570,000 | -650,000 | -10.45% | Jan 31, 2024 |
| Milliman Variable Insurance Trust | 1.11% | 464 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.09% | 567,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 1.05% | 550,000 | - | - | Mar 31, 2024 |
| LORD ABBETT MID CAP STOCK FUND INC | 1.05% | 284,250 | - | - | Mar 31, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.97% | 2,019,111 | -33,155 | -1.62% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.96% | 500,000 | - | - | Mar 31, 2024 |
| TETON WESTWOOD FUNDS | 0.92% | 600,000 | - | - | Dec 29, 2023 |
| GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.88% | 442,613 | - | - | Mar 31, 2021 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.81% | 940,000 | - | - | Mar 28, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.80% | 3,500,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.78% | 4,500,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.78% | 4,250,000 | - | - | Jan 31, 2024 |
| JP MORGAN FLEMING MUTUAL FUND GROUP INC | 0.78% | 3,596,554 | -69,224 | -1.89% | Dec 31, 2023 |
| Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.77% | 82,153 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.77% | 400,000 | - | - | Mar 31, 2024 |
| Eaton Vance Enhanced Equity Income Fund | 0.76% | 95,530 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.75% | 392,000 | - | - | Mar 31, 2024 |
| Pioneer Series Trust III | 0.75% | 216,375 | - | - | Feb 29, 2024 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.75% | 242,800 | - | - | Dec 31, 2023 |
| Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.72% | 8,180 | - | - | Mar 31, 2023 |
| Nuveen Real Asset Income & Growth Fund | 0.67% | 1,750,000 | - | - | Mar 31, 2024 |
| BlackRock Utilities, Infrastructure & Power Opportunities Trust | 0.65% | 169,260 | - | - | Mar 31, 2024 |
| BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. | 0.63% | 83,933 | - | - | Mar 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.56% | 650,000 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.55% | 287,000 | - | - | Mar 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.52% | 502,862 | 265,162 | 111.55% | Feb 29, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.52% | 422,000 | - | - | Mar 31, 2024 |
| MFS SERIES TRUST XI | 0.49% | 2,350,671 | -28,208 | -1.19% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.47% | 389,000 | - | - | Dec 31, 2023 |
| Aspiration Funds | 0.47% | 17,350 | -867 | -4.76% | Mar 31, 2024 |
| NICHOLAS EQUITY INCOME FUND, INC. | 0.46% | 126,965 | 7,965 | 6.69% | Dec 31, 2023 |
| Transparent Value Trust | 0.46% | 7,381 | 6,988 | 1778.12% | Dec 31, 2023 |
| DELAWARE GROUP EQUITY FUNDS I | 0.43% | 10,250 | - | - | Jan 31, 2023 |
| Calamos Long/Short Equity & Dynamic Income Trust | 0.43% | 590,000 | - | - | Jan 31, 2024 |
| Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund | 0.42% | 90,509 | - | - | Mar 31, 2024 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.41% | 1,409,000 | -123,000 | -8.03% | Jan 31, 2024 |
| First Trust Intermediate Duration Preferred & Income Fund | 0.41% | 6,252,000 | - | - | Jan 31, 2024 |
| Insight Select Income Fund | 0.40% | 780,000 | - | - | Mar 28, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.39% | 203,028 | - | - | Mar 31, 2024 |
| Cohen & Steers Preferred Securities & Income SMA Shares, Inc. | 0.38% | 1,388,000 | - | - | Jan 31, 2024 |
| Nuveen Variable Rate Preferred & Income Fund | 0.38% | 2,500,000 | - | - | Jan 31, 2024 |
| JOHN HANCOCK PREMIUM DIVIDEND FUND | 0.38% | 2,525,000 | - | - | Jan 31, 2024 |
| AMERICAN FUNDS CORPORATE BOND FUND | 0.37% | 6,575,000 | - | - | Feb 29, 2024 |
| FIDELITY FINANCIAL TRUST | 0.36% | 6,460,000 | - | - | Feb 29, 2024 |
| abrdn Total Dynamic Dividend Fund | 0.36% | 156,000 | - | - | Jan 31, 2024 |
| LORD ABBETT AFFILIATED FUND INC | 0.35% | 495,600 | - | - | Jan 31, 2024 |
| abrdn Global Dynamic Dividend Fund | 0.34% | 43,800 | - | - | Jan 31, 2024 |
| Cohen & Steers Alternative Income Fund, Inc. | 0.34% | 91,000 | - | - | Jan 31, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.32% | 505,000 | - | - | Mar 28, 2024 |
| Nuveen Core Plus Impact Fund | 0.32% | 2,500,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INCOME SECURITIES TRUST | 0.30% | 1,000,000 | - | - | Jan 31, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.29% | 460,000 | - | - | Feb 29, 2024 |
| Virtus Total Return Fund Inc. | 0.29% | 570,000 | - | - | Feb 29, 2024 |
| FIRST TRUST ENERGY INFRASTRUCTURE FUND | 0.29% | 53,600 | - | - | Feb 29, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.29% | 150,000 | - | - | Jun 30, 2023 |
| TORTOISE ENERGY INFRASTRUCTURE CORP | 0.28% | 250,513 | 250,513 | - | Feb 29, 2024 |
| T. Rowe Price Dividend Growth Fund, Inc. | 0.28% | 2,380,741 | - | - | Mar 31, 2024 |
| FIRST TRUST SERIES FUND | 0.28% | 964,000 | - | - | Jan 31, 2024 |
| GREENSPRING FUND INC | 0.26% | 36,172 | - | - | Jun 30, 2023 |
| American Funds Global Insight Fund | 0.26% | 550,644 | 170,950 | 45.02% | Jan 31, 2024 |
| Principal Exchange-Traded Funds | 0.25% | 3,054,000 | - | - | Mar 31, 2024 |
| Nuveen Core Equity Alpha Fund | 0.25% | 17,630 | - | - | Mar 31, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.25% | 15,419 | - | - | Feb 29, 2024 |
| Brookfield Real Assets Income Fund Inc. | 0.24% | 2,891,000 | 1,126,000 | 63.80% | Mar 31, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.24% | 48,892 | - | - | Feb 29, 2024 |
| COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC | 0.23% | 177,165 | - | - | Dec 31, 2023 |
| DELAWARE GROUP INCOME FUNDS | 0.23% | 7,345,000 | - | - | Jan 31, 2024 |
| Cohen & Steers Select Preferred & Income Fund, Inc. | 0.23% | 992,000 | - | - | Dec 31, 2023 |
| Capital Group Central Fund Series II | 0.22% | 25,761,000 | -3,076,000 | -10.67% | Feb 29, 2024 |
| MASTER ADVANTAGE SMID CAP LLC | 0.22% | 26,701 | - | - | Dec 31, 2020 |
| DNP SELECT INCOME FUND INC | 0.21% | 1,654,865 | - | - | Jan 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.21% | 375,643 | -12,478 | -3.21% | Mar 31, 2024 |
| T. Rowe Price New Era Fund, Inc. | 0.21% | 230,468 | - | - | Mar 31, 2024 |
| Eaton Vance Tax-Managed Global Diversified Equity Income Fund | 0.21% | 177,983 | - | - | Jan 31, 2024 |
| COHEN & STEERS PREFERRED SECURITIES & INCOME FUND, INC. | 0.20% | 13,444,000 | - | - | Dec 31, 2023 |
| Macquarie Global Infrastructure Total Return Fund Inc. | 0.19% | 137,570 | - | - | Feb 28, 2023 |
| GABELLI UTILITY TRUST | 0.19% | 80,544 | 244 | 0.30% | Dec 29, 2023 |
CMS Energy's largest mutual fund holder by % of total assets is "Eaton Vance Tax-Managed Diversified Equity Income Fund", owning 280.06K shares, compromising 2.44% of its total assets.
CMS Energy Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 355 | -46.46% |
| 31 Mar, 24 | 663 | 4.57% |
| 31 Dec, 23 | 634 | 2.59% |
| 30 Sep, 23 | 618 | -1.12% |
| 30 Jun, 23 | 625 | -1.11% |
| 31 Mar, 23 | 632 | -0.63% |
| 31 Dec, 22 | 636 | 2.25% |
| 30 Sep, 22 | 622 | 0.32% |
| 30 Jun, 22 | 620 | -1.59% |
| 31 Mar, 22 | 630 | 8.43% |
| 31 Dec, 21 | 581 | 2.47% |
| 30 Sep, 21 | 567 | -2.07% |
| 30 Jun, 21 | 579 | 1.58% |
| 31 Mar, 21 | 570 | 1.42% |
| 31 Dec, 20 | 562 | 0.18% |
| 30 Sep, 20 | 561 | 1.26% |
| 30 Jun, 20 | 554 | -2.46% |
| 31 Mar, 20 | 568 | -2.07% |
| 31 Dec, 19 | 580 | 2.84% |
| 30 Sep, 19 | 564 | 2.92% |
| 30 Jun, 19 | 548 | -4.53% |
| 31 Mar, 19 | 574 | 3.80% |
| 31 Dec, 18 | 553 | 6.55% |
| 30 Sep, 18 | 519 | 2.77% |
| 30 Jun, 18 | 505 | 1.61% |
| 31 Mar, 18 | 497 | -4.24% |
| 31 Dec, 17 | 519 | 9.49% |
| 30 Sep, 17 | 474 | -2.67% |
| 30 Jun, 17 | 487 | -2.79% |
| 31 Mar, 17 | 501 | 0.60% |
| 31 Dec, 16 | 498 | 4.40% |
| 30 Sep, 16 | 477 | -3.64% |
| 30 Jun, 16 | 495 | 2.70% |
| 31 Mar, 16 | 482 | 10.30% |
| 31 Dec, 15 | 437 | 2.58% |
| 30 Sep, 15 | 426 | 1.19% |
| 30 Jun, 15 | 421 | -3.22% |
| 31 Mar, 15 | 435 | 1.64% |
| 31 Dec, 14 | 428 | 5.68% |
| 30 Sep, 14 | 405 | -1.94% |
| 30 Jun, 14 | 413 | -0.24% |
| 31 Mar, 14 | 414 | 4.55% |
| 31 Dec, 13 | 396 | -1.25% |
| 30 Sep, 13 | 401 | 2.82% |
| 30 Jun, 13 | 390 | 129.41% |
| 31 Mar, 13 | 170 | 9.68% |
| 31 Dec, 12 | 155 | 1.97% |
| 30 Sep, 12 | 152 | -5.00% |
| 30 Jun, 12 | 160 | 15.94% |
| 31 Mar, 12 | 138 | 4.55% |
| 31 Dec, 11 | 132 | 10.00% |
| 30 Sep, 11 | 120 | 3.45% |
| 30 Jun, 11 | 116 | 11.54% |
| 31 Mar, 11 | 104 | 5.05% |
| 31 Dec, 10 | 99 | - |
| 30 Sep, 10 | 99 | 3.13% |
| 30 Jun, 10 | 96 | -2.04% |
| 31 Mar, 10 | 98 | 10.11% |
| 31 Dec, 09 | 89 | 1.14% |
| 30 Sep, 09 | 88 | -10.20% |
| 30 Jun, 09 | 98 | 16.67% |
| 31 Mar, 09 | 84 | 6.33% |
| 31 Dec, 08 | 79 | - |
| 30 Sep, 08 | 79 | 14.49% |
| 30 Jun, 08 | 69 | -6.76% |
| 31 Mar, 08 | 74 | -6.33% |
| 31 Dec, 07 | 79 | 16.18% |
| 30 Sep, 07 | 68 | 1.49% |
| 30 Jun, 07 | 67 | 11.67% |
| 31 Mar, 07 | 60 | -6.25% |
| 31 Dec, 06 | 64 | 6.67% |
| 30 Sep, 06 | 60 | 9.09% |
| 30 Jun, 06 | 55 | -17.91% |
| 31 Mar, 06 | 67 | -1.47% |
| 31 Dec, 05 | 68 | 6.25% |
| 30 Sep, 05 | 64 | 1.59% |
| 30 Jun, 05 | 63 | 16.67% |
| 31 Mar, 05 | 54 | 10.20% |
| 31 Dec, 04 | 49 | 19.51% |
| 30 Sep, 04 | 41 | -2.38% |
| 30 Jun, 04 | 42 | 2.44% |
| 31 Mar, 04 | 41 | 5.13% |
| 31 Dec, 03 | 39 | 5.41% |
| 30 Sep, 03 | 37 | 19.35% |
| 30 Jun, 03 | 31 | -6.06% |
| 31 Mar, 03 | 33 | -13.16% |
| 31 Dec, 02 | 38 | 8.57% |
| 30 Sep, 02 | 35 | -5.41% |
| 30 Jun, 02 | 37 | 8.82% |
| 31 Mar, 02 | 34 | 54.55% |
| 31 Dec, 01 | 22 | -29.03% |
| 30 Sep, 01 | 31 | 3.33% |
| 30 Jun, 01 | 30 | -9.09% |
| 31 Mar, 01 | 33 | 65.00% |
| 31 Dec, 00 | 20 | -20.00% |
| 30 Sep, 00 | 25 | -16.67% |
| 30 Jun, 00 | 30 | 50.00% |
| 31 Mar, 00 | 20 | -9.09% |
| 31 Dec, 99 | 22 | -12.00% |
| 30 Sep, 99 | 25 | 4.17% |
| 30 Jun, 99 | 24 | 26.32% |
| 31 Mar, 99 | 19 | 1800.00% |
| 31 Dec, 98 | 1 | - |
As of 30 Jun 24, 355 institutions are holding CMS Energy's shares, representing a decrease of -46.46% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 56,466,965 | -79.69% |
| 31 Mar, 24 | 277,962,578 | -1.09% |
| 31 Dec, 23 | 281,019,670 | 2.61% |
| 30 Sep, 23 | 273,879,035 | -0.50% |
| 30 Jun, 23 | 275,256,124 | 1.28% |
| 31 Mar, 23 | 271,764,865 | -0.20% |
| 31 Dec, 22 | 272,322,707 | 1.31% |
| 30 Sep, 22 | 268,796,349 | 0.10% |
| 30 Jun, 22 | 268,518,848 | 0.31% |
| 31 Mar, 22 | 267,679,216 | 1.31% |
| 31 Dec, 21 | 264,228,704 | -0.10% |
| 30 Sep, 21 | 264,482,189 | 0.54% |
| 30 Jun, 21 | 263,072,807 | 0.88% |
| 31 Mar, 21 | 260,776,886 | 0.13% |
| 31 Dec, 20 | 260,430,223 | 0.67% |
| 30 Sep, 20 | 258,688,235 | -2.29% |
| 30 Jun, 20 | 264,755,638 | -0.07% |
| 31 Mar, 20 | 264,931,221 | 0.47% |
| 31 Dec, 19 | 263,702,854 | -0.13% |
| 30 Sep, 19 | 264,058,380 | -0.11% |
| 30 Jun, 19 | 264,338,861 | 0.47% |
| 31 Mar, 19 | 263,101,370 | 0.09% |
| 31 Dec, 18 | 262,866,675 | -0.73% |
| 30 Sep, 18 | 264,801,386 | 9.88% |
| 30 Jun, 18 | 240,982,774 | -3.91% |
| 31 Mar, 18 | 250,796,771 | 0.63% |
| 31 Dec, 17 | 249,227,365 | 0.64% |
| 30 Sep, 17 | 247,653,959 | -0.16% |
| 30 Jun, 17 | 248,041,869 | 1.47% |
| 31 Mar, 17 | 244,459,291 | -1.00% |
| 31 Dec, 16 | 246,940,470 | -1.48% |
| 30 Sep, 16 | 250,646,508 | -0.41% |
| 30 Jun, 16 | 251,684,443 | -0.13% |
| 31 Mar, 16 | 252,000,014 | -0.20% |
| 31 Dec, 15 | 252,502,035 | -4.28% |
| 30 Sep, 15 | 263,779,990 | 9.10% |
| 30 Jun, 15 | 241,767,103 | -2.05% |
| 31 Mar, 15 | 246,832,572 | 4.30% |
| 31 Dec, 14 | 236,662,773 | -0.90% |
| 30 Sep, 14 | 238,806,026 | 2.09% |
| 30 Jun, 14 | 233,914,325 | -1.90% |
| 31 Mar, 14 | 238,438,643 | 1.47% |
| 31 Dec, 13 | 234,980,751 | 2.33% |
| 30 Sep, 13 | 229,637,906 | 1.86% |
| 30 Jun, 13 | 225,449,653 | 216.27% |
| 31 Mar, 13 | 71,284,471 | -8.03% |
| 31 Dec, 12 | 77,511,278 | 5.51% |
| 30 Sep, 12 | 73,465,886 | -10.98% |
| 30 Jun, 12 | 82,526,216 | 23.29% |
| 31 Mar, 12 | 66,935,059 | -26.98% |
| 31 Dec, 11 | 91,665,923 | 23.64% |
| 30 Sep, 11 | 74,136,479 | -25.43% |
| 30 Jun, 11 | 99,425,200 | 37.28% |
| 31 Mar, 11 | 72,427,701 | 34.14% |
| 31 Dec, 10 | 53,994,513 | 30.67% |
| 30 Sep, 10 | 41,322,056 | -31.50% |
| 30 Jun, 10 | 60,325,840 | 12.33% |
| 31 Mar, 10 | 53,704,229 | 30.45% |
| 31 Dec, 09 | 41,168,530 | -40.27% |
| 30 Sep, 09 | 68,929,386 | 9.47% |
| 30 Jun, 09 | 62,964,803 | 2.57% |
| 31 Mar, 09 | 61,385,880 | -11.10% |
| 31 Dec, 08 | 69,047,719 | 72.90% |
| 30 Sep, 08 | 39,935,381 | 88.57% |
| 30 Jun, 08 | 21,177,991 | -11.02% |
| 31 Mar, 08 | 23,800,496 | -57.97% |
| 31 Dec, 07 | 56,623,864 | 24.98% |
| 30 Sep, 07 | 45,305,153 | 11.08% |
| 30 Jun, 07 | 40,785,128 | 71.07% |
| 31 Mar, 07 | 23,840,679 | -46.41% |
| 31 Dec, 06 | 44,488,854 | -0.31% |
| 30 Sep, 06 | 44,626,921 | 41.83% |
| 30 Jun, 06 | 31,465,111 | 9.15% |
| 31 Mar, 06 | 28,826,262 | 24.15% |
| 31 Dec, 05 | 23,218,854 | -46.62% |
| 30 Sep, 05 | 43,493,239 | -11.16% |
| 30 Jun, 05 | 48,954,526 | 1.94% |
| 31 Mar, 05 | 48,025,025 | 24.21% |
| 31 Dec, 04 | 38,665,471 | 53.78% |
| 30 Sep, 04 | 25,143,650 | 1.48% |
| 30 Jun, 04 | 24,776,062 | 40.22% |
| 31 Mar, 04 | 17,668,804 | 1.03% |
| 31 Dec, 03 | 17,488,350 | 9.75% |
| 30 Sep, 03 | 15,934,218 | 68.77% |
| 30 Jun, 03 | 9,441,654 | 40.70% |
| 31 Mar, 03 | 6,710,434 | -44.04% |
| 31 Dec, 02 | 11,990,771 | 54.31% |
| 30 Sep, 02 | 7,770,416 | -33.18% |
| 30 Jun, 02 | 11,629,349 | 3.73% |
| 31 Mar, 02 | 11,211,044 | -9.65% |
| 31 Dec, 01 | 12,408,011 | -0.43% |
| 30 Sep, 01 | 12,461,638 | 16.06% |
| 30 Jun, 01 | 10,737,416 | 19.30% |
| 31 Mar, 01 | 9,000,589 | 21.58% |
| 31 Dec, 00 | 7,402,756 | -17.91% |
| 30 Sep, 00 | 9,017,640 | -33.48% |
| 30 Jun, 00 | 13,556,015 | 40.00% |
| 31 Mar, 00 | 9,683,014 | -49.34% |
| 31 Dec, 99 | 19,115,193 | -32.16% |
| 30 Sep, 99 | 28,177,195 | 10.95% |
| 30 Jun, 99 | 25,396,258 | 18.34% |
| 31 Mar, 99 | 21,460,982 | 1123511.62% |
| 31 Dec, 98 | 1,910 | - |
CMS Energy (CMS) has 56.47M shares outstanding as of 30 Jun 24, down -79.69% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 19.04% | 0.22% |
| 31 Mar, 24 | 93.75% | 1.01% |
| 31 Dec, 23 | 96.50% | 1.09% |
| 30 Sep, 23 | 94.12% | 1.05% |
| 30 Jun, 23 | 94.62% | 1.08% |
| 31 Mar, 23 | 93.49% | 1.06% |
| 31 Dec, 22 | 94.07% | 1.09% |
| 30 Sep, 22 | 92.82% | 1.08% |
| 30 Jun, 22 | 92.75% | 1.08% |
| 31 Mar, 22 | 92.53% | 1.11% |
| 31 Dec, 21 | 91.40% | 1.09% |
| 30 Sep, 21 | 91.48% | 1.10% |
| 30 Jun, 21 | 91.03% | 1.11% |
| 31 Mar, 21 | 90.36% | 1.08% |
| 31 Dec, 20 | 91.38% | 1.11% |
| 30 Sep, 20 | 90.58% | 1.05% |
| 30 Jun, 20 | 92.73% | 1.06% |
| 31 Mar, 20 | 93.52% | 1.08% |
| 31 Dec, 19 | 93.18% | 1.07% |
| 30 Sep, 19 | 93.31% | 1.07% |
| 30 Jun, 19 | 93.44% | 1.08% |
| 31 Mar, 19 | 93.03% | 1.08% |
| 31 Dec, 18 | 93.02% | 1.06% |
| 30 Sep, 18 | 93.73% | 1.28% |
| 30 Jun, 18 | 85.42% | 1.08% |
| 31 Mar, 18 | 89.09% | 1.13% |
| 31 Dec, 17 | 88.76% | 1.14% |
| 30 Sep, 17 | 88.20% | 1.12% |
| 30 Jun, 17 | 88.74% | 1.16% |
| 31 Mar, 17 | 87.65% | 1.11% |
| 31 Dec, 16 | 88.83% | 1.09% |
| 30 Sep, 16 | 90.10% | 1.10% |
| 30 Jun, 16 | 90.47% | 1.09% |
| 31 Mar, 16 | 91.07% | 1.09% |
| 31 Dec, 15 | 91.49% | 1.00% |
| 30 Sep, 15 | 95.57% | 1.24% |
| 30 Jun, 15 | 87.79% | 1.09% |
| 31 Mar, 15 | 89.82% | 1.18% |
| 31 Dec, 14 | 87.33% | 1.15% |
| 30 Sep, 14 | 87.16% | 1.14% |
| 30 Jun, 14 | 87.28% | 1.09% |
| 31 Mar, 14 | 89.60% | 1.14% |
| 31 Dec, 13 | 88.67% | 1.18% |
| 30 Sep, 13 | 86.66% | 1.19% |
| 30 Jun, 13 | 85.24% | 11.66% |
| 31 Mar, 13 | 27.04% | 3.11% |
| 31 Dec, 12 | 29.48% | 3.78% |
| 30 Sep, 12 | 27.94% | 2.80% |
| 30 Jun, 12 | 31.59% | 4.61% |
| 31 Mar, 12 | 26.19% | 1.96% |
| 31 Dec, 11 | 36.55% | 4.20% |
| 30 Sep, 11 | 29.50% | 1.87% |
| 30 Jun, 11 | 39.72% | 4.73% |
| 31 Mar, 11 | 28.97% | 5.33% |
| 31 Dec, 10 | 23.32% | 7.16% |
| 30 Sep, 10 | 18.04% | 2.58% |
| 30 Jun, 10 | 26.44% | 4.84% |
| 31 Mar, 10 | 23.38% | 7.16% |
| 31 Dec, 09 | 18.07% | 1.98% |
| 30 Sep, 09 | 30.22% | 3.93% |
| 30 Jun, 09 | 27.74% | 3.78% |
| 31 Mar, 09 | 27.09% | 2.89% |
| 31 Dec, 08 | 30.59% | 9.63% |
| 30 Sep, 08 | 17.82% | 20.19% |
| 30 Jun, 08 | 9.40% | 8.41% |
| 31 Mar, 08 | 10.57% | 1.63% |
| 31 Dec, 07 | 25.44% | 6.16% |
| 30 Sep, 07 | 20.32% | 5.91% |
| 30 Jun, 07 | 18.54% | 15.87% |
| 31 Mar, 07 | 10.81% | 2.66% |
| 31 Dec, 06 | 20.17% | 4.86% |
| 30 Sep, 06 | 20.36% | 9.79% |
| 30 Jun, 06 | 14.42% | 8.79% |
| 31 Mar, 06 | 12.81% | 12.03% |
| 31 Dec, 05 | 10.32% | 2.62% |
| 30 Sep, 05 | 19.86% | 4.19% |
| 30 Jun, 05 | 21.76% | 3.58% |
| 31 Mar, 05 | 24.65% | 4.72% |
| 31 Dec, 04 | 22.85% | 9.25% |
| 30 Sep, 04 | 15.71% | 6.55% |
| 30 Jun, 04 | 15.48% | 11.16% |
| 31 Mar, 04 | 11.78% | 9.51% |
| 31 Dec, 03 | 11.13% | 9.86% |
| 30 Sep, 03 | 10.62% | 24.86% |
| 30 Jun, 03 | 6.54% | 30.04% |
| 31 Mar, 03 | 4.66% | 6.26% |
| 31 Dec, 02 | 8.63% | 28.96% |
| 30 Sep, 02 | 5.46% | 7.33% |
| 30 Jun, 02 | 8.63% | 12.21% |
| 31 Mar, 02 | 8.41% | 9.23% |
| 31 Dec, 01 | 9.54% | 10.87% |
| 30 Sep, 01 | 9.37% | 14.16% |
| 30 Jun, 01 | 8.13% | 17.49% |
| 31 Mar, 01 | 6.82% | 19.44% |
| 31 Dec, 00 | 5.92% | 10.64% |
| 30 Sep, 00 | 7.46% | 4.91% |
| 30 Jun, 00 | 12.32% | 16.78% |
| 31 Mar, 00 | 8.57% | 2.84% |
| 31 Dec, 99 | 17.36% | 2.60% |
| 30 Sep, 99 | 25.85% | 4.88% |
| 30 Jun, 99 | 23.03% | 7.14% |
| 31 Mar, 99 | 17.96% | 702257262.50% |
| 31 Dec, 98 | 0.00% | - |
As of 30 Jun 24, CMS Energy is held by 19.04% institutional shareholders, representing a 0.22% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 171 | -43.75% |
| 31 Mar, 24 | 304 | 1.33% |
| 31 Dec, 23 | 300 | 10.29% |
| 30 Sep, 23 | 272 | -9.03% |
| 30 Jun, 23 | 299 | -5.97% |
| 31 Mar, 23 | 318 | -8.62% |
| 31 Dec, 22 | 348 | 14.85% |
| 30 Sep, 22 | 303 | -2.88% |
| 30 Jun, 22 | 312 | -7.14% |
| 31 Mar, 22 | 336 | 31.76% |
| 31 Dec, 21 | 255 | -2.30% |
| 30 Sep, 21 | 261 | -9.69% |
| 30 Jun, 21 | 289 | 3.58% |
| 31 Mar, 21 | 279 | 10.71% |
| 31 Dec, 20 | 252 | - |
| 30 Sep, 20 | 252 | 4.13% |
| 30 Jun, 20 | 242 | -7.28% |
| 31 Mar, 20 | 261 | -13.00% |
| 31 Dec, 19 | 300 | 16.73% |
| 30 Sep, 19 | 257 | 3.21% |
| 30 Jun, 19 | 249 | -19.42% |
| 31 Mar, 19 | 309 | 10.75% |
| 31 Dec, 18 | 279 | 20.26% |
| 30 Sep, 18 | 232 | 2.65% |
| 30 Jun, 18 | 226 | -5.83% |
| 31 Mar, 18 | 240 | -12.41% |
| 31 Dec, 17 | 274 | 33.01% |
| 30 Sep, 17 | 206 | -13.08% |
| 30 Jun, 17 | 237 | -3.66% |
| 31 Mar, 17 | 246 | 4.68% |
| 31 Dec, 16 | 235 | 14.63% |
| 30 Sep, 16 | 205 | -14.94% |
| 30 Jun, 16 | 241 | 1.26% |
| 31 Mar, 16 | 238 | 13.33% |
| 31 Dec, 15 | 210 | 2.94% |
| 30 Sep, 15 | 204 | 11.48% |
| 30 Jun, 15 | 183 | -3.17% |
| 31 Mar, 15 | 189 | -7.80% |
| 31 Dec, 14 | 205 | 15.82% |
| 30 Sep, 14 | 177 | 0.57% |
| 30 Jun, 14 | 176 | -11.56% |
| 31 Mar, 14 | 199 | 13.71% |
| 31 Dec, 13 | 175 | -13.37% |
| 30 Sep, 13 | 202 | -32.67% |
| 30 Jun, 13 | 300 | 206.12% |
| 31 Mar, 13 | 98 | 15.29% |
| 31 Dec, 12 | 85 | -7.61% |
| 30 Sep, 12 | 92 | -6.12% |
| 30 Jun, 12 | 98 | 24.05% |
| 31 Mar, 12 | 79 | 11.27% |
| 31 Dec, 11 | 71 | 16.39% |
| 30 Sep, 11 | 61 | -14.08% |
| 30 Jun, 11 | 71 | 9.23% |
| 31 Mar, 11 | 65 | 3.17% |
| 31 Dec, 10 | 63 | 10.53% |
| 30 Sep, 10 | 57 | 3.64% |
| 30 Jun, 10 | 55 | 1.85% |
| 31 Mar, 10 | 54 | 3.85% |
| 31 Dec, 09 | 52 | 23.81% |
| 30 Sep, 09 | 42 | -32.26% |
| 30 Jun, 09 | 62 | 21.57% |
| 31 Mar, 09 | 51 | 10.87% |
| 31 Dec, 08 | 46 | -6.12% |
| 30 Sep, 08 | 49 | 40.00% |
| 30 Jun, 08 | 35 | -22.22% |
| 31 Mar, 08 | 45 | -10.00% |
| 31 Dec, 07 | 50 | 25.00% |
| 30 Sep, 07 | 40 | - |
| 30 Jun, 07 | 40 | 21.21% |
| 31 Mar, 07 | 33 | -5.71% |
| 31 Dec, 06 | 35 | -10.26% |
| 30 Sep, 06 | 39 | 62.50% |
| 30 Jun, 06 | 24 | -22.58% |
| 31 Mar, 06 | 31 | -24.39% |
| 31 Dec, 05 | 41 | 7.89% |
| 30 Sep, 05 | 38 | -5.00% |
| 30 Jun, 05 | 40 | -6.98% |
| 31 Mar, 05 | 43 | 26.47% |
| 31 Dec, 04 | 34 | 100.00% |
| 30 Sep, 04 | 17 | -34.62% |
| 30 Jun, 04 | 26 | -3.70% |
| 31 Mar, 04 | 27 | -3.57% |
| 31 Dec, 03 | 28 | 55.56% |
| 30 Sep, 03 | 18 | 12.50% |
| 30 Jun, 03 | 16 | -5.88% |
| 31 Mar, 03 | 17 | -22.73% |
| 31 Dec, 02 | 22 | 10.00% |
| 30 Sep, 02 | 20 | -23.08% |
| 30 Jun, 02 | 26 | 4.00% |
| 31 Mar, 02 | 25 | 56.25% |
| 31 Dec, 01 | 16 | -27.27% |
| 30 Sep, 01 | 22 | -4.35% |
| 30 Jun, 01 | 23 | -11.54% |
| 31 Mar, 01 | 26 | 116.67% |
| 31 Dec, 00 | 12 | 20.00% |
| 30 Sep, 00 | 10 | -41.18% |
| 30 Jun, 00 | 17 | 88.89% |
| 31 Mar, 00 | 9 | -18.18% |
| 31 Dec, 99 | 11 | -8.33% |
| 30 Sep, 99 | 12 | -29.41% |
| 30 Jun, 99 | 17 | -10.53% |
| 31 Mar, 99 | 19 | 1800.00% |
| 31 Dec, 98 | 1 | - |
171 institutional shareholders have increased their position in CMS stock as of 30 Jun 24 compared to 304 in the previous quarter (a -43.75% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 100 | -57.45% |
| 31 Mar, 24 | 235 | -0.42% |
| 31 Dec, 23 | 236 | -1.26% |
| 30 Sep, 23 | 239 | 19.50% |
| 30 Jun, 23 | 200 | 2.56% |
| 31 Mar, 23 | 195 | -0.51% |
| 31 Dec, 22 | 196 | -3.92% |
| 30 Sep, 22 | 204 | 4.62% |
| 30 Jun, 22 | 195 | 7.14% |
| 31 Mar, 22 | 182 | -18.02% |
| 31 Dec, 21 | 222 | 18.09% |
| 30 Sep, 21 | 188 | -2.59% |
| 30 Jun, 21 | 193 | - |
| 31 Mar, 21 | 193 | -6.31% |
| 31 Dec, 20 | 206 | 2.49% |
| 30 Sep, 20 | 201 | -10.27% |
| 30 Jun, 20 | 224 | 1.82% |
| 31 Mar, 20 | 220 | 10.00% |
| 31 Dec, 19 | 200 | -8.68% |
| 30 Sep, 19 | 219 | 8.42% |
| 30 Jun, 19 | 202 | 18.82% |
| 31 Mar, 19 | 170 | -8.11% |
| 31 Dec, 18 | 185 | -5.61% |
| 30 Sep, 18 | 196 | 7.69% |
| 30 Jun, 18 | 182 | 2.82% |
| 31 Mar, 18 | 177 | 11.32% |
| 31 Dec, 17 | 159 | -12.15% |
| 30 Sep, 17 | 181 | 5.23% |
| 30 Jun, 17 | 172 | -1.15% |
| 31 Mar, 17 | 174 | -2.25% |
| 31 Dec, 16 | 178 | -3.26% |
| 30 Sep, 16 | 184 | 8.88% |
| 30 Jun, 16 | 169 | -1.74% |
| 31 Mar, 16 | 172 | 13.91% |
| 31 Dec, 15 | 151 | -2.58% |
| 30 Sep, 15 | 155 | -3.73% |
| 30 Jun, 15 | 161 | -9.04% |
| 31 Mar, 15 | 177 | 14.94% |
| 31 Dec, 14 | 154 | -1.28% |
| 30 Sep, 14 | 156 | -1.89% |
| 30 Jun, 14 | 159 | 4.61% |
| 31 Mar, 14 | 152 | -0.65% |
| 31 Dec, 13 | 153 | 15.91% |
| 30 Sep, 13 | 132 | 116.39% |
| 30 Jun, 13 | 61 | -1.61% |
| 31 Mar, 13 | 62 | 8.77% |
| 31 Dec, 12 | 57 | 23.91% |
| 30 Sep, 12 | 46 | -2.13% |
| 30 Jun, 12 | 47 | 20.51% |
| 31 Mar, 12 | 39 | -17.02% |
| 31 Dec, 11 | 47 | 9.30% |
| 30 Sep, 11 | 43 | 30.30% |
| 30 Jun, 11 | 33 | 3.13% |
| 31 Mar, 11 | 32 | 14.29% |
| 31 Dec, 10 | 28 | -17.65% |
| 30 Sep, 10 | 34 | 6.25% |
| 30 Jun, 10 | 32 | -8.57% |
| 31 Mar, 10 | 35 | 2.94% |
| 31 Dec, 09 | 34 | -2.86% |
| 30 Sep, 09 | 35 | 25.00% |
| 30 Jun, 09 | 28 | -3.45% |
| 31 Mar, 09 | 29 | 16.00% |
| 31 Dec, 08 | 25 | 19.05% |
| 30 Sep, 08 | 21 | -19.23% |
| 30 Jun, 08 | 26 | 30.00% |
| 31 Mar, 08 | 20 | -13.04% |
| 31 Dec, 07 | 23 | 9.52% |
| 30 Sep, 07 | 21 | 23.53% |
| 30 Jun, 07 | 17 | - |
| 31 Mar, 07 | 17 | -32.00% |
| 31 Dec, 06 | 25 | 56.25% |
| 30 Sep, 06 | 16 | -23.81% |
| 30 Jun, 06 | 21 | -8.70% |
| 31 Mar, 06 | 23 | 15.00% |
| 31 Dec, 05 | 20 | - |
| 30 Sep, 05 | 20 | 25.00% |
| 30 Jun, 05 | 16 | 128.57% |
| 31 Mar, 05 | 7 | -12.50% |
| 31 Dec, 04 | 8 | -50.00% |
| 30 Sep, 04 | 16 | 166.67% |
| 30 Jun, 04 | 6 | -25.00% |
| 31 Mar, 04 | 8 | 60.00% |
| 31 Dec, 03 | 5 | -54.55% |
| 30 Sep, 03 | 11 | 22.22% |
| 30 Jun, 03 | 9 | -25.00% |
| 31 Mar, 03 | 12 | 50.00% |
| 31 Dec, 02 | 8 | 14.29% |
| 30 Sep, 02 | 7 | -30.00% |
| 30 Jun, 02 | 10 | 150.00% |
| 31 Mar, 02 | 4 | -20.00% |
| 31 Dec, 01 | 5 | 25.00% |
| 30 Sep, 01 | 4 | - |
| 30 Jun, 01 | 4 | -20.00% |
| 31 Mar, 01 | 5 | -16.67% |
| 31 Dec, 00 | 6 | -50.00% |
| 30 Sep, 00 | 12 | 9.09% |
| 30 Jun, 00 | 11 | 22.22% |
| 31 Mar, 00 | 9 | 28.57% |
| 31 Dec, 99 | 7 | - |
| 30 Sep, 99 | 7 | 133.33% |
| 30 Jun, 99 | 3 | - |
| 31 Mar, 99 | - | - |
| 31 Dec, 98 | - | - |
100 institutional shareholders have reduced their position in CMS stock as of 30 Jun 24 compared to 235 in the previous quarter (a -57.45% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 355 | -46.46% | 56,466,965 | -79.69% | 19.04% | 0.22% | 171 | -43.75% | 100 | -57.45% |
| 31 Mar, 24 | 663 | 4.57% | 277,962,578 | -1.09% | 93.75% | 1.01% | 304 | 1.33% | 235 | -0.42% |
| 31 Dec, 23 | 634 | 2.59% | 281,019,670 | 2.61% | 96.50% | 1.09% | 300 | 10.29% | 236 | -1.26% |
| 30 Sep, 23 | 618 | -1.12% | 273,879,035 | -0.50% | 94.12% | 1.05% | 272 | -9.03% | 239 | 19.50% |
| 30 Jun, 23 | 625 | -1.11% | 275,256,124 | 1.28% | 94.62% | 1.08% | 299 | -5.97% | 200 | 2.56% |
| 31 Mar, 23 | 632 | -0.63% | 271,764,865 | -0.20% | 93.49% | 1.06% | 318 | -8.62% | 195 | -0.51% |
| 31 Dec, 22 | 636 | 2.25% | 272,322,707 | 1.31% | 94.07% | 1.09% | 348 | 14.85% | 196 | -3.92% |
| 30 Sep, 22 | 622 | 0.32% | 268,796,349 | 0.10% | 92.82% | 1.08% | 303 | -2.88% | 204 | 4.62% |
| 30 Jun, 22 | 620 | -1.59% | 268,518,848 | 0.31% | 92.75% | 1.08% | 312 | -7.14% | 195 | 7.14% |
| 31 Mar, 22 | 630 | 8.43% | 267,679,216 | 1.31% | 92.53% | 1.11% | 336 | 31.76% | 182 | -18.02% |
| 31 Dec, 21 | 581 | 2.47% | 264,228,704 | -0.10% | 91.40% | 1.09% | 255 | -2.30% | 222 | 18.09% |
| 30 Sep, 21 | 567 | -2.07% | 264,482,189 | 0.54% | 91.48% | 1.10% | 261 | -9.69% | 188 | -2.59% |
| 30 Jun, 21 | 579 | 1.58% | 263,072,807 | 0.88% | 91.03% | 1.11% | 289 | 3.58% | 193 | - |
| 31 Mar, 21 | 570 | 1.42% | 260,776,886 | 0.13% | 90.36% | 1.08% | 279 | 10.71% | 193 | -6.31% |
| 31 Dec, 20 | 562 | 0.18% | 260,430,223 | 0.67% | 91.38% | 1.11% | 252 | - | 206 | 2.49% |
| 30 Sep, 20 | 561 | 1.26% | 258,688,235 | -2.29% | 90.58% | 1.05% | 252 | 4.13% | 201 | -10.27% |
| 30 Jun, 20 | 554 | -2.46% | 264,755,638 | -0.07% | 92.73% | 1.06% | 242 | -7.28% | 224 | 1.82% |
| 31 Mar, 20 | 568 | -2.07% | 264,931,221 | 0.47% | 93.52% | 1.08% | 261 | -13.00% | 220 | 10.00% |
| 31 Dec, 19 | 580 | 2.84% | 263,702,854 | -0.13% | 93.18% | 1.07% | 300 | 16.73% | 200 | -8.68% |
| 30 Sep, 19 | 564 | 2.92% | 264,058,380 | -0.11% | 93.31% | 1.07% | 257 | 3.21% | 219 | 8.42% |
| 30 Jun, 19 | 548 | -4.53% | 264,338,861 | 0.47% | 93.44% | 1.08% | 249 | -19.42% | 202 | 18.82% |
| 31 Mar, 19 | 574 | 3.80% | 263,101,370 | 0.09% | 93.03% | 1.08% | 309 | 10.75% | 170 | -8.11% |
| 31 Dec, 18 | 553 | 6.55% | 262,866,675 | -0.73% | 93.02% | 1.06% | 279 | 20.26% | 185 | -5.61% |
| 30 Sep, 18 | 519 | 2.77% | 264,801,386 | 9.88% | 93.73% | 1.28% | 232 | 2.65% | 196 | 7.69% |
| 30 Jun, 18 | 505 | 1.61% | 240,982,774 | -3.91% | 85.42% | 1.08% | 226 | -5.83% | 182 | 2.82% |
| 31 Mar, 18 | 497 | -4.24% | 250,796,771 | 0.63% | 89.09% | 1.13% | 240 | -12.41% | 177 | 11.32% |
| 31 Dec, 17 | 519 | 9.49% | 249,227,365 | 0.64% | 88.76% | 1.14% | 274 | 33.01% | 159 | -12.15% |
| 30 Sep, 17 | 474 | -2.67% | 247,653,959 | -0.16% | 88.20% | 1.12% | 206 | -13.08% | 181 | 5.23% |
| 30 Jun, 17 | 487 | -2.79% | 248,041,869 | 1.47% | 88.74% | 1.16% | 237 | -3.66% | 172 | -1.15% |
| 31 Mar, 17 | 501 | 0.60% | 244,459,291 | -1.00% | 87.65% | 1.11% | 246 | 4.68% | 174 | -2.25% |
| 31 Dec, 16 | 498 | 4.40% | 246,940,470 | -1.48% | 88.83% | 1.09% | 235 | 14.63% | 178 | -3.26% |
| 30 Sep, 16 | 477 | -3.64% | 250,646,508 | -0.41% | 90.10% | 1.10% | 205 | -14.94% | 184 | 8.88% |
| 30 Jun, 16 | 495 | 2.70% | 251,684,443 | -0.13% | 90.47% | 1.09% | 241 | 1.26% | 169 | -1.74% |
| 31 Mar, 16 | 482 | 10.30% | 252,000,014 | -0.20% | 91.07% | 1.09% | 238 | 13.33% | 172 | 13.91% |
| 31 Dec, 15 | 437 | 2.58% | 252,502,035 | -4.28% | 91.49% | 1.00% | 210 | 2.94% | 151 | -2.58% |
| 30 Sep, 15 | 426 | 1.19% | 263,779,990 | 9.10% | 95.57% | 1.24% | 204 | 11.48% | 155 | -3.73% |
| 30 Jun, 15 | 421 | -3.22% | 241,767,103 | -2.05% | 87.79% | 1.09% | 183 | -3.17% | 161 | -9.04% |
| 31 Mar, 15 | 435 | 1.64% | 246,832,572 | 4.30% | 89.82% | 1.18% | 189 | -7.80% | 177 | 14.94% |
| 31 Dec, 14 | 428 | 5.68% | 236,662,773 | -0.90% | 87.33% | 1.15% | 205 | 15.82% | 154 | -1.28% |
| 30 Sep, 14 | 405 | -1.94% | 238,806,026 | 2.09% | 87.16% | 1.14% | 177 | 0.57% | 156 | -1.89% |
| 30 Jun, 14 | 413 | -0.24% | 233,914,325 | -1.90% | 87.28% | 1.09% | 176 | -11.56% | 159 | 4.61% |
| 31 Mar, 14 | 414 | 4.55% | 238,438,643 | 1.47% | 89.60% | 1.14% | 199 | 13.71% | 152 | -0.65% |
| 31 Dec, 13 | 396 | -1.25% | 234,980,751 | 2.33% | 88.67% | 1.18% | 175 | -13.37% | 153 | 15.91% |
| 30 Sep, 13 | 401 | 2.82% | 229,637,906 | 1.86% | 86.66% | 1.19% | 202 | -32.67% | 132 | 116.39% |
| 30 Jun, 13 | 390 | 129.41% | 225,449,653 | 216.27% | 85.24% | 11.66% | 300 | 206.12% | 61 | -1.61% |
| 31 Mar, 13 | 170 | 9.68% | 71,284,471 | -8.03% | 27.04% | 3.11% | 98 | 15.29% | 62 | 8.77% |
| 31 Dec, 12 | 155 | 1.97% | 77,511,278 | 5.51% | 29.48% | 3.78% | 85 | -7.61% | 57 | 23.91% |
| 30 Sep, 12 | 152 | -5.00% | 73,465,886 | -10.98% | 27.94% | 2.80% | 92 | -6.12% | 46 | -2.13% |
| 30 Jun, 12 | 160 | 15.94% | 82,526,216 | 23.29% | 31.59% | 4.61% | 98 | 24.05% | 47 | 20.51% |
| 31 Mar, 12 | 138 | 4.55% | 66,935,059 | -26.98% | 26.19% | 1.96% | 79 | 11.27% | 39 | -17.02% |
| 31 Dec, 11 | 132 | 10.00% | 91,665,923 | 23.64% | 36.55% | 4.20% | 71 | 16.39% | 47 | 9.30% |
| 30 Sep, 11 | 120 | 3.45% | 74,136,479 | -25.43% | 29.50% | 1.87% | 61 | -14.08% | 43 | 30.30% |
| 30 Jun, 11 | 116 | 11.54% | 99,425,200 | 37.28% | 39.72% | 4.73% | 71 | 9.23% | 33 | 3.13% |
| 31 Mar, 11 | 104 | 5.05% | 72,427,701 | 34.14% | 28.97% | 5.33% | 65 | 3.17% | 32 | 14.29% |
| 31 Dec, 10 | 99 | - | 53,994,513 | 30.67% | 23.32% | 7.16% | 63 | 10.53% | 28 | -17.65% |
| 30 Sep, 10 | 99 | 3.13% | 41,322,056 | -31.50% | 18.04% | 2.58% | 57 | 3.64% | 34 | 6.25% |
| 30 Jun, 10 | 96 | -2.04% | 60,325,840 | 12.33% | 26.44% | 4.84% | 55 | 1.85% | 32 | -8.57% |
| 31 Mar, 10 | 98 | 10.11% | 53,704,229 | 30.45% | 23.38% | 7.16% | 54 | 3.85% | 35 | 2.94% |
| 31 Dec, 09 | 89 | 1.14% | 41,168,530 | -40.27% | 18.07% | 1.98% | 52 | 23.81% | 34 | -2.86% |
| 30 Sep, 09 | 88 | -10.20% | 68,929,386 | 9.47% | 30.22% | 3.93% | 42 | -32.26% | 35 | 25.00% |
| 30 Jun, 09 | 98 | 16.67% | 62,964,803 | 2.57% | 27.74% | 3.78% | 62 | 21.57% | 28 | -3.45% |
| 31 Mar, 09 | 84 | 6.33% | 61,385,880 | -11.10% | 27.09% | 2.89% | 51 | 10.87% | 29 | 16.00% |
| 31 Dec, 08 | 79 | - | 69,047,719 | 72.90% | 30.59% | 9.63% | 46 | -6.12% | 25 | 19.05% |
| 30 Sep, 08 | 79 | 14.49% | 39,935,381 | 88.57% | 17.82% | 20.19% | 49 | 40.00% | 21 | -19.23% |
| 30 Jun, 08 | 69 | -6.76% | 21,177,991 | -11.02% | 9.40% | 8.41% | 35 | -22.22% | 26 | 30.00% |
| 31 Mar, 08 | 74 | -6.33% | 23,800,496 | -57.97% | 10.57% | 1.63% | 45 | -10.00% | 20 | -13.04% |
| 31 Dec, 07 | 79 | 16.18% | 56,623,864 | 24.98% | 25.44% | 6.16% | 50 | 25.00% | 23 | 9.52% |
| 30 Sep, 07 | 68 | 1.49% | 45,305,153 | 11.08% | 20.32% | 5.91% | 40 | - | 21 | 23.53% |
| 30 Jun, 07 | 67 | 11.67% | 40,785,128 | 71.07% | 18.54% | 15.87% | 40 | 21.21% | 17 | - |
| 31 Mar, 07 | 60 | -6.25% | 23,840,679 | -46.41% | 10.81% | 2.66% | 33 | -5.71% | 17 | -32.00% |
| 31 Dec, 06 | 64 | 6.67% | 44,488,854 | -0.31% | 20.17% | 4.86% | 35 | -10.26% | 25 | 56.25% |
| 30 Sep, 06 | 60 | 9.09% | 44,626,921 | 41.83% | 20.36% | 9.79% | 39 | 62.50% | 16 | -23.81% |
| 30 Jun, 06 | 55 | -17.91% | 31,465,111 | 9.15% | 14.42% | 8.79% | 24 | -22.58% | 21 | -8.70% |
| 31 Mar, 06 | 67 | -1.47% | 28,826,262 | 24.15% | 12.81% | 12.03% | 31 | -24.39% | 23 | 15.00% |
| 31 Dec, 05 | 68 | 6.25% | 23,218,854 | -46.62% | 10.32% | 2.62% | 41 | 7.89% | 20 | - |
| 30 Sep, 05 | 64 | 1.59% | 43,493,239 | -11.16% | 19.86% | 4.19% | 38 | -5.00% | 20 | 25.00% |
| 30 Jun, 05 | 63 | 16.67% | 48,954,526 | 1.94% | 21.76% | 3.58% | 40 | -6.98% | 16 | 128.57% |
| 31 Mar, 05 | 54 | 10.20% | 48,025,025 | 24.21% | 24.65% | 4.72% | 43 | 26.47% | 7 | -12.50% |
| 31 Dec, 04 | 49 | 19.51% | 38,665,471 | 53.78% | 22.85% | 9.25% | 34 | 100.00% | 8 | -50.00% |
| 30 Sep, 04 | 41 | -2.38% | 25,143,650 | 1.48% | 15.71% | 6.55% | 17 | -34.62% | 16 | 166.67% |
| 30 Jun, 04 | 42 | 2.44% | 24,776,062 | 40.22% | 15.48% | 11.16% | 26 | -3.70% | 6 | -25.00% |
| 31 Mar, 04 | 41 | 5.13% | 17,668,804 | 1.03% | 11.78% | 9.51% | 27 | -3.57% | 8 | 60.00% |
| 31 Dec, 03 | 39 | 5.41% | 17,488,350 | 9.75% | 11.13% | 9.86% | 28 | 55.56% | 5 | -54.55% |
| 30 Sep, 03 | 37 | 19.35% | 15,934,218 | 68.77% | 10.62% | 24.86% | 18 | 12.50% | 11 | 22.22% |
| 30 Jun, 03 | 31 | -6.06% | 9,441,654 | 40.70% | 6.54% | 30.04% | 16 | -5.88% | 9 | -25.00% |
| 31 Mar, 03 | 33 | -13.16% | 6,710,434 | -44.04% | 4.66% | 6.26% | 17 | -22.73% | 12 | 50.00% |
| 31 Dec, 02 | 38 | 8.57% | 11,990,771 | 54.31% | 8.63% | 28.96% | 22 | 10.00% | 8 | 14.29% |
| 30 Sep, 02 | 35 | -5.41% | 7,770,416 | -33.18% | 5.46% | 7.33% | 20 | -23.08% | 7 | -30.00% |
| 30 Jun, 02 | 37 | 8.82% | 11,629,349 | 3.73% | 8.63% | 12.21% | 26 | 4.00% | 10 | 150.00% |
| 31 Mar, 02 | 34 | 54.55% | 11,211,044 | -9.65% | 8.41% | 9.23% | 25 | 56.25% | 4 | -20.00% |
| 31 Dec, 01 | 22 | -29.03% | 12,408,011 | -0.43% | 9.54% | 10.87% | 16 | -27.27% | 5 | 25.00% |
| 30 Sep, 01 | 31 | 3.33% | 12,461,638 | 16.06% | 9.37% | 14.16% | 22 | -4.35% | 4 | - |
| 30 Jun, 01 | 30 | -9.09% | 10,737,416 | 19.30% | 8.13% | 17.49% | 23 | -11.54% | 4 | -20.00% |
| 31 Mar, 01 | 33 | 65.00% | 9,000,589 | 21.58% | 6.82% | 19.44% | 26 | 116.67% | 5 | -16.67% |
| 31 Dec, 00 | 20 | -20.00% | 7,402,756 | -17.91% | 5.92% | 10.64% | 12 | 20.00% | 6 | -50.00% |
| 30 Sep, 00 | 25 | -16.67% | 9,017,640 | -33.48% | 7.46% | 4.91% | 10 | -41.18% | 12 | 9.09% |
| 30 Jun, 00 | 30 | 50.00% | 13,556,015 | 40.00% | 12.32% | 16.78% | 17 | 88.89% | 11 | 22.22% |
| 31 Mar, 00 | 20 | -9.09% | 9,683,014 | -49.34% | 8.57% | 2.84% | 9 | -18.18% | 9 | 28.57% |
| 31 Dec, 99 | 22 | -12.00% | 19,115,193 | -32.16% | 17.36% | 2.60% | 11 | -8.33% | 7 | - |
| 30 Sep, 99 | 25 | 4.17% | 28,177,195 | 10.95% | 25.85% | 4.88% | 12 | -29.41% | 7 | 133.33% |
| 30 Jun, 99 | 24 | 26.32% | 25,396,258 | 18.34% | 23.03% | 7.14% | 17 | -10.53% | 3 | - |
| 31 Mar, 99 | 19 | 1800.00% | 21,460,982 | 1123511.62% | 17.96% | 702257262.50% | 19 | 1800.00% | - | - |
| 31 Dec, 98 | 1 | - | 1,910 | - | 0.00% | - | 1 | - | - | - |
CMS Energy Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
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