CMS Energy Ownership 2024 | Who Owns CMS Energy Now?
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
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
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 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).