CMS Energy Ownership | Who Owns CMS Energy?
CMS Energy Ownership Summary
CMS Energy is owned by 78.50% institutional investors, 0.54% insiders, and 20.96% retail investors. Vanguard group is the largest institutional shareholder, holding 13.63% 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 | 78.50% | 0.54% | 20.96% |
| Sector | Utilities Stocks | 34.92% | 8.47% | 56.60% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 40.67M | 13.63% | $2.84B |
| Blackrock funding, inc. /de | 32.61M | 10.85% | $2.28B |
| Blackrock | 28.61M | 9.65% | $1.70B |
| State street | 17.79M | 5.96% | $1.30B |
| Jpmorgan chase | 16.70M | 5.59% | $1.17B |
| Massachusetts financial services co /ma/ | 8.27M | 2.77% | $578.49M |
| Geode capital management | 8.32M | 2.77% | $579.90M |
| Victory capital management | 7.48M | 2.51% | $547.83M |
| Invesco | 7.44M | 2.49% | $544.94M |
| Deutsche bank ag\ | 7.25M | 2.43% | $506.93M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bruce | 156.00K | 3.54% | $11.43M |
| Vennlight capital management, lp | 31.92K | 3.04% | $2.34M |
| Reaves w h | 2.09M | 2.55% | $145.96M |
| Partners group | 498.23K | 2.35% | $34.84M |
| Cidel asset management | 341.79K | 1.69% | $23.90M |
| Contravisory investment management | 116.25K | 1.61% | $8.13M |
| Brasada capital management, lp | 129.80K | 1.57% | $9.32M |
| Cbre investment management listed real assets | 1.48M | 1.52% | $103.56M |
| Rwc asset management llp | 439.81K | 1.51% | $30.76M |
| Longboard asset management, lp | 2.98K | 1.33% | $208.53K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 4.52M | 0.03% | 4.52M |
| Victory capital management | 7.48M | 0.32% | 2.33M |
| Deutsche bank ag\ | 7.25M | 0.17% | 1.66M |
| Blackrock funding, inc. /de | 32.61M | 0.04% | 1.57M |
| Vanguard group | 40.67M | 0.04% | 1.50M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Jpmorgan chase | 16.70M | 0.07% | -2.22M |
| Perpetual | - | - | -2.04M |
| Barclays | 638.91K | 0.01% | -1.56M |
| Capital research global investors | - | - | -1.23M |
| Cohen & steers | - | - | -942.28K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 4.52M | 0.03% | 4.52M | $316.06M |
| Parnassus investments | 1.47M | 0.27% | 1.47M | $102.98M |
| Exoduspoint capital management, lp | 779.26K | 0.58% | 779.26K | $57.09M |
| Sciencast management lp | 59.03K | 0.81% | 59.03K | $4.32M |
| Twinbeech capital lp | 51.32K | 0.15% | 51.32K | $3.76M |
Sold Out
| Holder | Change |
|---|---|
| Psi advisors | -1.00 |
| West branch capital | -1.00 |
| Mendota financial group | -1.00 |
| Frazier financial advisors | -3.00 |
| Rakuten securities | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 607 | -22.68% | 234,323,422 | -19.00% | 78 | 0.84% | 282 | -29.68% | 205 | -15.64% |
| Sep 30, 2025 | 757 | 2.02% | 286,932,240 | 2.04% | 96 | 1.08% | 387 | 2.65% | 233 | -1.69% |
| 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% |
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 | 9.63M | 3.14% | 54.71K |
| Vanguard Institutional 500 Index Trust | 8.50M | 2.84% | 60.64K |
| Vanguard 500 Index Investor | 7.83M | 2.56% | 74.70K |
| Vanguard Mid Cap Index Institutional | 6.61M | 2.16% | 22.92K |
| State Street®UtilSelSectSPDR®ETF | 5.10M | 1.67% | 60.51K |
| DWS Top Dividende LD | 5.09M | 1.66% | 5.09M |
| The Utilities Select Sector SPDR® ETF | 4.85M | 1.62% | -3.91K |
| JPM US Equity Income-Composite | 4.32M | 1.41% | -170.04K |
| JPM US Equity Income-MA | 4.32M | 1.41% | -170.04K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 02, 2026 | McIntosh Scott B | VP, Controller, CAO | Sell | $136.86K |
| Feb 27, 2026 | Hofmeister Brandon J. | Senior Vice President | Sell | $312.94K |
| Feb 25, 2026 | Leopold Diane | - | Buy | $153.40K |
| Feb 20, 2026 | RUSSELL JOHN G | - | Sell | $1.13M |
| Nov 03, 2025 | Hofmeister Brandon J. | Senior Vice President | Sell | $16.16K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | 3 |
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 5 |
CMS Ownership FAQ
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