CMS Energy Ownership 2024 | Who Owns CMS Energy Now?

Overview Forecast RevenueFinancials Chart Transcripts

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

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 01, 2024	Rich Brian F	officer	Senior Vice President	S-Sale	Sell	4,000	$66.00	$263.98K	94,490
Jun 17, 2024	Hofmeister Brandon J.	officer	Senior Vice President	S-Sale	Sell	1,667	$59.98	$99.99K	68,330
Jun 10, 2024	BARFIELD JON E	director	-	S-Sale	Sell	2,360	$60.79	$143.46K	14,556
May 02, 2024	Rich Brian F	officer	Senior Vice President	S-Sale	Sell	2,000	$61.10	$122.21K	97,682

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 01, 2024	Rich Brian F	officer	Senior Vice President	S-Sale	Sell	4,000	$66.00	$263.98K	94,490
Jun 17, 2024	Hofmeister Brandon J.	officer	Senior Vice President	S-Sale	Sell	1,667	$59.98	$99.99K	68,330
Jun 10, 2024	BARFIELD JON E	director	-	S-Sale	Sell	2,360	$60.79	$143.46K	14,556
May 02, 2024	Rich Brian F	officer	Senior Vice President	S-Sale	Sell	2,000	$61.10	$122.21K	97,682
Mar 26, 2024	Hendrian Catherine A	officer	Senior Vice President	F-InKind	Sell	3,650	$58.97	$215.24K	57,834
Mar 26, 2024	Venkat Dhenuvakonda Rao	officer	Senior Vice President	F-InKind	Sell	1,949	$58.97	$114.93K	42,818
Mar 26, 2024	Hofmeister Brandon J.	officer	Senior Vice President	F-InKind	Sell	3,650	$58.97	$215.24K	69,521

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 01, 2024	Rich Brian F	officer	Senior Vice President	S-Sale	Sell	4,000	$66.00	$263.98K	94,490
Jun 17, 2024	Hofmeister Brandon J.	officer	Senior Vice President	S-Sale	Sell	1,667	$59.98	$99.99K	68,330
Jun 10, 2024	BARFIELD JON E	director	-	S-Sale	Sell	2,360	$60.79	$143.46K	14,556
May 06, 2024	TANSKI RONALD J	director	-	A-Award	Buy	2,843	-	-	15,154
May 06, 2024	DARROW KURT L	director	-	A-Award	Buy	2,843	-	-	38,505
May 06, 2024	RUSSELL JOHN G	director	-	A-Award	Buy	2,843	-	-	172,742
May 06, 2024	Butler Deborah H	director	-	A-Award	Buy	2,843	-	-	32,961
May 06, 2024	BARFIELD JON E	director	-	A-Award	Buy	2,843	-	-	16,892
May 06, 2024	SHANK SUZANNE F.	director	-	A-Award	Buy	2,843	-	-	17,758
May 06, 2024	Sznewajs John G	director	-	A-Award	Buy	2,843	-	-	30,795
May 06, 2024	Wright Laura	director	-	A-Award	Buy	2,843	-	-	41,143
May 06, 2024	IZZO RALPH	director	-	A-Award	Buy	2,843	-	-	5,548
May 06, 2024	Soto Myrna	director	-	A-Award	Buy	2,843	-	-	34,138
May 02, 2024	Rich Brian F	officer	Senior Vice President	S-Sale	Sell	2,000	$61.10	$122.21K	97,682
Mar 26, 2024	Hendrian Catherine A	officer	Senior Vice President	A-Award	Buy	3,688	-	-	61,484
Mar 26, 2024	Hendrian Catherine A	officer	Senior Vice President	F-InKind	Sell	3,650	$58.97	$215.24K	57,834
Mar 26, 2024	Venkat Dhenuvakonda Rao	officer	Senior Vice President	A-Award	Buy	1,554	-	-	44,767
Mar 26, 2024	Venkat Dhenuvakonda Rao	officer	Senior Vice President	F-InKind	Sell	1,949	$58.97	$114.93K	42,818
Mar 26, 2024	Hofmeister Brandon J.	officer	Senior Vice President	A-Award	Buy	3,688	-	-	73,171
Mar 26, 2024	Hofmeister Brandon J.	officer	Senior Vice President	F-InKind	Sell	3,650	$58.97	$215.24K	69,521

The last insider sell of CMS Energy's stock was made by Rich Brian F on Aug 01 2024, selling 4,000 shares at $66.00 per share (valued at $263.98K).

CMS Energy Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	1	-
Q2 2024	10	3	333.33%
Q1 2024	20	31	64.52%
Q4 2023	-	5	-
Q3 2023	-	2	-
Q2 2023	11	4	275.00%
Q1 2023	20	34	58.82%
Q4 2022	-	3	-
Q3 2022	-	1	-
Q2 2022	10	6	166.67%
Q1 2022	30	24	125.00%
Q4 2021	-	1	-
Q3 2021	-	9	-
Q2 2021	10	-	-
Q1 2021	30	21	142.86%
Q4 2020	-	2	-
Q3 2020	-	11	-
Q2 2020	10	15	66.67%
Q1 2020	28	25	112.00%
Q4 2019	1	10	10.00%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by CMS Energy's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	-	1	-
Q2 2024	-	3	-
Q1 2024	-	1	-
Q4 2023	-	4	-
Q3 2023	-	2	-
Q2 2023	-	1	-
Q1 2023	-	4	-
Q4 2022	-	3	-
Q3 2022	-	-	-
Q2 2022	-	6	-
Q1 2022	-	1	-
Q4 2021	-	1	-
Q3 2021	-	5	-
Q2 2021	-	-	-
Q1 2021	-	1	-
Q4 2020	-	-	-
Q3 2020	-	11	-
Q2 2020	-	14	-
Q1 2020	-	6	-
Q4 2019	-	6	-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of CMS Energy's stocks.

CMS Energy Peer Ownership

Ticker	Company
ETR	Entergy Corporation
PNW	Pinnacle West Capital Corporation
LNT	Alliant Energy Corporation
AEE	Ameren Corporation
CNP	CenterPoint Energy, Inc.
PNM	PNM Resources, Inc.
DTE	DTE Energy Company
MGEE	MGE Energy, Inc.
EVRG	Evergy, Inc.

CMS Ownership FAQ

Who Owns CMS Energy?

CMS Energy is owned by institutional shareholders (19.04%), insiders (0.49%), and public (80.46%). The largest institutional shareholder of CMS Energy is VANGUARD GROUP INC (12.75% of total shares) and the top mutual fund owner is Eaton Vance Tax-Managed Diversified Equity Income Fund (2.44% of total shares).

Who are the major institutional shareholders of CMS Energy?

CMS Energy's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., JPMORGAN CHASE & CO, STATE STREET CORP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 38.76% of the company's share outstanding.

How many CMS Energy shareholders are there?

As of Jun 2024, there are 355 institutional shareholders of CMS Energy.

What percentage of CMS Energy is owned by VANGUARD GROUP INC?

VANGUARD GROUP INC owns 37.8M shares of CMS Energy, representing 12.75% of the company's total shares outstanding, valued at $2.25B (as of Jun 2024).

What percentage of CMS Energy is owned by BLACKROCK INC?

As of Jun 2024, BLACKROCK INC holds 28.61M shares of CMS Energy (CMS), compromising 9.65% of the company, valued at $1.7B.

What percentage of CMS Energy is owned by JPMORGAN CHASE & CO?

JPMORGAN CHASE & CO is the third largest holder of CMS Energy. The company owns 25.06M of the company's shares outstanding (worth $1.49B).