CMS Energy Ownership | Who Owns CMS Energy?
CMS Energy Ownership Summary
CMS Energy is owned by 96.12% institutional investors, 0.51% insiders, and 3.37% retail investors. Vanguard group is the largest institutional shareholder, holding 13.12% 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 | 96.12% | 0.51% | 3.37% |
| Sector | Utilities Stocks | 39.62% | 7.97% | 52.41% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 39.17M | 13.12% | $2.87B |
| Blackrock funding, inc. /de | 31.04M | 10.40% | $2.27B |
| Blackrock | 28.61M | 9.65% | $1.70B |
| Jpmorgan chase | 18.92M | 6.34% | $1.39B |
| State street | 17.79M | 5.96% | $1.30B |
| Massachusetts financial services co /ma/ | 8.84M | 2.96% | $647.81M |
| Geode capital management | 8.14M | 2.73% | $593.94M |
| Victory capital management | 7.48M | 2.51% | $547.83M |
| Invesco | 7.44M | 2.49% | $544.94M |
| Price t rowe associates inc /md/ | 6.10M | 2.04% | $446.64M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bruce | 156.00K | 3.54% | $11.43M |
| Beck bode | 260.00K | 3.08% | $19.05M |
| Vennlight capital management, lp | 31.92K | 3.04% | $2.34M |
| Reaves w h | 2.15M | 2.80% | $157.44M |
| Partners group | 534.64K | 2.17% | $39.17M |
| Contravisory investment management | 126.29K | 1.79% | $9.25M |
| Rwc asset management llp | 450.42K | 1.60% | $33.00M |
| Brasada capital management, lp | 129.80K | 1.57% | $9.32M |
| Cidel asset management | 346.73K | 1.46% | $25.40M |
| Avalon trust | 291.35K | 1.39% | $21.34M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 2.58M | 0.02% | 2.58M |
| Victory capital management | 7.48M | 0.32% | 2.33M |
| Blackrock | 28.61M | 0.04% | 1.40M |
| Barclays | 2.19M | 0.03% | 885.65K |
| Exoduspoint capital management, lp | 779.26K | 0.58% | 779.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Perpetual | - | - | -2.04M |
| Jpmorgan chase | 18.92M | 0.08% | -1.89M |
| Capital research global investors | - | - | -1.23M |
| Ubs asset management americas | 3.41M | 0.05% | -1.21M |
| Truist financial | 720.82K | 0.07% | -993.43K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.58M | 0.02% | 2.58M | $171.80M |
| Exoduspoint capital management, lp | 779.26K | 0.58% | 779.26K | $57.09M |
| Soros fund management | 776.23K | 0.81% | 776.23K | $56.87M |
| Trillium asset management | 174.32K | 0.34% | 174.32K | $12.77M |
| Qsemble capital management, lp | 99.86K | 0.72% | 99.86K | $7.32M |
Sold Out
| Holder | Change |
|---|---|
| Psi advisors | -1.00 |
| Mendota financial group | -1.00 |
| West branch capital | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 699 | 2.95% | 282,845,215 | 1.59% | 93 | 1.07% | 358 | -1.10% | 223 | 14.95% |
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 | 4.85M | 1.62% | -3.91K |
| JPM US Equity Income-Composite | 4.49M | 1.50% | - |
| JPMorgan Equity Income I | 4.49M | 1.50% | - |
| Fidelity 500 Index | 3.79M | 1.27% | 1.64K |
| SPDR® S&P 500 ETF | 3.72M | 1.24% | -54.56K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 03, 2025 | Hofmeister Brandon J. | Senior Vice President | Sell | $273.72K |
| Nov 03, 2025 | Hofmeister Brandon J. | Senior Vice President | Sell | $16.16K |
| Sep 05, 2025 | Snyder Lauren Y | Senior Vice President | Sell | $158.20K |
| Aug 08, 2025 | Hofmeister Brandon J. | Senior Vice President | Sell | $147.25K |
| May 06, 2025 | Hofmeister Brandon J. | Senior Vice President | Sell | $161.79K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 2 |
| 2025 Q3 | - | 2 |
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 4 |
CMS Ownership FAQ
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