CMS Energy Ownership | Who Owns CMS Energy?
CMS Energy Ownership Summary
CMS Energy is owned by 98.88% institutional investors, 0.52% insiders, and 0.61% retail investors. Vanguard group is the largest institutional shareholder, holding 12.67% of CMS shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.17% of its assets in CMS Energy shares.
CMS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CMS Energy | 98.88% | 0.52% | 0.61% |
| Sector | Utilities Stocks | 61.35% | 8.04% | 30.61% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 38.18M | 12.67% | $2.54B |
| Blackrock funding, inc. /de | 30.83M | 10.33% | $2.14B |
| 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/ | 9.33M | 3.13% | $646.51M |
| 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 | 196.00K | 4.40% | $13.58M |
| Beck bode | 258.29K | 3.03% | $17.89M |
| Reaves w h | 1.87M | 2.88% | $129.73M |
| Partners group | 611.96K | 1.99% | $42.40M |
| Contravisory investment management | 130.82K | 1.78% | $9.06M |
| Rwc asset management llp | 485.83K | 1.77% | $33.66M |
| Perpetual | 2.04M | 1.66% | $141.45M |
| Brasada capital management, lp | 128.51K | 1.54% | $9.06M |
| Avalon trust | 290.37K | 1.47% | $20.12M |
| Ia global asset management | 1.36M | 1.42% | $94.36M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gqg partners | 5.49M | 0.54% | 5.41M |
| Price t rowe associates inc /md/ | 14.26M | 0.11% | 3.49M |
| Norges bank | 2.58M | 0.02% | 2.58M |
| Reaves w h | 1.87M | 2.88% | 1.51M |
| Blackrock | 28.61M | 0.04% | 1.40M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Exoduspoint capital management, lp | - | - | -2.56M |
| Jpmorgan chase | 25.59M | 0.13% | -1.42M |
| Amundi | 1.44M | 0.03% | -1.34M |
| Capital research global investors | - | - | -1.23M |
| Cohen & steers | - | - | -942.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.58M | 0.02% | 2.58M | $171.80M |
| Voloridge investment management | 618.74K | 0.16% | 618.74K | $42.87M |
| Summit global investments | 232.65K | 0.97% | 232.65K | $15.51M |
| Linden advisors lp | 97.50K | 0.04% | 97.50K | $6.75M |
| Holocene advisors, lp | 76.73K | 0.01% | 76.73K | $5.32M |
Sold Out
| Holder | Change |
|---|---|
| Transamerica financial advisors | -1.00 |
| West branch capital | -1.00 |
| Psi advisors | -1.00 |
| Mendota financial group | -1.00 |
| Rakuten securities | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 736 | 0.27% | 295,145,354 | 3.83% | 98 | 1.09% | 373 | -3.37% | 238 | 2.59% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 9.46M | 3.17% | 6.30K |
| Vanguard Total Stock Mkt Idx Inv | 9.42M | 3.15% | -211.75K |
| Vanguard Institutional 500 Index Trust | 8.50M | 2.84% | 60.64K |
| Vanguard 500 Index Investor | 7.41M | 2.47% | -1.08M |
| Vanguard Mid Cap Index Institutional | 6.67M | 2.23% | 71.93K |
| The Utilities Select Sector SPDR® ETF | 4.76M | 1.59% | -31.10K |
| JPM US Equity Income-Composite | 4.49M | 1.50% | - |
| JPMorgan Equity Income I | 4.49M | 1.50% | - |
| Fidelity 500 Index | 3.79M | 1.27% | 20.09K |
| SPDR® S&P 500 ETF | 3.72M | 1.24% | -54.56K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 08, 2025 | Hofmeister Brandon J. | Senior Vice President | Sell | $147.25K |
| 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 | $41.69K |
| Feb 19, 2025 | Wright Laura | - | Sell | $6.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 3 |
CMS Ownership FAQ
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