CMS Energy Ownership | Who Owns CMS Energy?
CMS Energy Ownership Summary
CMS Energy is owned by 93.91% institutional investors, 0.49% insiders, and 5.60% retail investors. Vanguard group is the largest institutional shareholder, holding 12.75% of CMS shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.16% of its assets in CMS Energy shares.
CMS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | CMS Energy | 93.91% | 0.49% | 5.60% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 37.80M | 12.75% | $2.25B |
| Blackrock | 28.61M | 9.65% | $1.70B |
| Jpmorgan chase | 25.06M | 8.45% | $1.49B |
| State street | 16.07M | 5.42% | $956.42M |
| Geode capital management | 7.40M | 2.50% | $439.68M |
| Massachusetts financial services co /ma/ | 6.89M | 2.32% | $410.22M |
| Ameriprise financial | 6.70M | 2.26% | $401.26M |
| Morgan stanley | 6.60M | 2.23% | $393.00M |
| Wells fargo & company/mn | 6.19M | 2.09% | $368.37M |
| Invesco | 4.55M | 1.53% | $270.73M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bruce | 320.00K | 6.27% | $19.05M |
| Hite hedge asset management | 1.01M | 5.88% | $60.08M |
| Partners group | 695.98K | 3.12% | $41.43M |
| Reaves w h | 1.34M | 2.70% | $79.91M |
| Beck bode | 216.32K | 2.59% | $12.88M |
| Greenland capital management lp | 251.62K | 2.21% | $14.98M |
| Ausbil investment management | 65.44K | 1.80% | $3.90M |
| Perpetual | 2.57M | 1.66% | $153.03M |
| Rwc asset management llp | 361.61K | 1.52% | $21.53M |
| Brasada capital management, lp | 131.30K | 1.39% | $7.96M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Massachusetts financial services co /ma/ | 6.89M | 0.13% | 3.47M |
| Jpmorgan chase | 25.06M | 0.12% | 2.39M |
| Norges bank | 2.15M | 0.02% | 2.15M |
| Deutsche bank ag\ | 3.56M | 0.10% | 1.95M |
| Blackrock | 28.61M | 0.04% | 1.40M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital investors | 695.91K | 0.01% | -5.50M |
| State street | 16.07M | 0.04% | -1.87M |
| Capital research global investors | - | - | -1.23M |
| Cohen & steers | - | - | -942.28K |
| Millennium management | 162.45K | 0.00% | -826.08K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 2.15M | 0.02% | 2.15M | $128.26M |
| Railway pension investments | 790.90K | 0.56% | 790.90K | $47.08M |
| Avalon trust | 292.07K | 1.38% | 292.07K | $17.39M |
| Graham capital management | 221.03K | 0.29% | 221.03K | $13.16M |
| Jump financial | 105.82K | 0.13% | 105.82K | $6.30M |
Sold Out
| Holder | Change |
|---|---|
| Rakuten securities | -2.00 |
| Frazier financial advisors | -3.00 |
| Harbor investment advisory | -4.00 |
| Colonial trust advisors | -6.00 |
| Financial gravity asset management | -6.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 620 | -1.43% | 273,880,332 | -1.18% | 94 | 1.04% | 272 | -9.33% | 240 | 19.40% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 9.43M | 3.16% | -28.52K |
| Vanguard Institutional 500 Index Trust | 7.92M | 2.65% | 91.44K |
| Vanguard Mid Cap Index Institutional | 6.34M | 2.12% | 11.36K |
| JPM US Equity Income-Composite | 4.55M | 1.52% | -99.93K |
| JPMorgan Equity Income I | 4.55M | 1.52% | -25.82K |
| The Utilities Select Sector SPDR® ETF | 4.48M | 1.50% | 16.66K |
| Fidelity 500 Index | 3.67M | 1.23% | -6.86K |
| SPDR® S&P 500® ETF Trust | 3.62M | 1.21% | 1.23K |
| iShares Core S&P 500 ETF | 3.33M | 1.11% | 5.13K |
| iShares Select Dividend ETF | 3.15M | 1.05% | -1.06K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 13, 2024 | Hofmeister Brandon J. | Senior Vice President | Sell | $134.44K |
| Nov 21, 2024 | McIntosh Scott B | VP, Controller, CAO | Sell | $64.12K |
| Nov 18, 2024 | Hofmeister Brandon J. | Senior Vice President | Sell | $136.34K |
| Sep 04, 2024 | Hofmeister Brandon J. | Senior Vice President | Sell | $137.71K |
| Aug 01, 2024 | Rich Brian F | Senior Vice President | Sell | $263.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 3 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | - | 4 |
CMS Ownership FAQ
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