CMS Energy Ownership | Who Owns CMS Energy?
CMS Energy Ownership Summary
CMS Energy is owned by 93.91% institutional investors, 0.58% insiders, and 5.51% 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 3.17% of its assets in CMS Energy shares.
CMS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CMS Energy | 93.91% | 0.58% | 5.51% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
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 | 286.00K | 6.12% | $19.06M |
| 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 |
| Cbre investment management listed real assets | 1.41M | 1.67% | $94.26M |
| 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 |
| Zimmer partners, lp | 1.34M | 1.54% | $89.17M |
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 |
| Zimmer partners, lp | 1.34M | 1.54% | 1.34M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gqg partners | 94.03K | 0.01% | -3.31M |
| 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 |
| Capital research global investors | - | - | -1.23M |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
| Dec 31, 2023 | 636 | 2.58% | 281,020,884 | 2.61% | 96 | 1.09% | 300 | 10.29% | 237 | -1.25% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 9.49M | 3.17% | 86.98K |
| Vanguard US Total Market Shares ETF | 9.46M | 3.17% | 6.30K |
| Vanguard Institutional 500 Index Trust | 8.28M | 2.77% | 57.91K |
| Vanguard Mid Cap Index Institutional | 6.45M | 2.16% | 27.05K |
| JPM US Equity Income-Composite | 4.49M | 1.50% | - |
| JPMorgan Equity Income I | 4.49M | 1.50% | - |
| The Utilities Select Sector SPDR® ETF | 4.40M | 1.47% | 24.38K |
| MFS Large Cap Growth Equity | 3.75M | 1.25% | 1.27M |
| Fidelity 500 Index | 3.74M | 1.25% | 16.67K |
| SPDR® S&P 500 ETF | 3.72M | 1.24% | -54.56K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 | $125.93K |
| Feb 19, 2025 | Wright Laura | - | Sell | $41.69K |
| Feb 13, 2025 | McIntosh Scott B | VP, Controller, CAO | Sell | $467.39K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 5 |
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 1 |
CMS Ownership FAQ
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