Cms Energy CMS Institutional Ownership

NYSE CMS

$68.17 -0.62 (-0.90%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

823 Institutions

Increased 443 53.8%

Unchanged 138 16.8%

Reduced 242 29.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

102.29%

▲+5.43 pp QoQ

Shares Held by Institutions

317.31Mn

of 310.20Mn outstanding

▲+8.27% QoQ

Shares Outstanding

310.20Mn

-7.11Mn held outside 13F filers

Institutional Investors

823

filed 13F for Jun 2026

▲+24 vs prior quarter

Net Shares Added (QoQ)

+24.24Mn

accumulated since last quarter

Value of Holdings

$21.72Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Cms Energy Corp (NYSE:CMS) is held by 823 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 102.3% of outstanding shares in June 2026, up from 96.9% in March 2026.
Their total shares held in CMS increased 8.27% quarter over quarter, and separately, investors owning Cms Energy increased 10.03% from a year ago.
Of these 823 holders, 443 added to their stakes in Cms Energy, 242 trimmed positions, and 138 made no changes.
In total, institutional investors held 317.31Mn shares in Cms Energy as of June 2026, up by 24.24Mn shares quarter on quarter, and up 25.19Mn shares year over year.
BlackRock, Inc. holds the largest position in CMS at 33.07Mn shares as of June 30, 2026, or 10.66% of shares outstanding.
Top purchasers of CMS stock for the quarter ending June 2026 included WELLINGTON MANAGEMENT GROUP LLP (5.5Mn), Capital International Investors (5.3Mn), NORGES BANK (4.84Mn), Sixth Street Partners Management Company, L.P. (2.11Mn), Ameriprise Financial Inc (1.53Mn).
The largest sellers of Cms Energy for the quarter ending June 2026 were PRICE T ROWE ASSOCIATES INC /MD/ (907.82K), LORD, ABBETT & CO. LLC (873.92K), Barclays Plc (819.65K), Morgan Stanley (643.69K), SG Americas Securities, LLC (642.5K).
Cms Energy's 10 largest shareholders as of June 2026 include BlackRock, Inc. (33.07Mn), VANGUARD CAPITAL MANAGEMENT LLC (20.17Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (19.05Mn), State Street Corp (17.71Mn), Jpmorgan Chase & Co (16.41Mn), WELLINGTON MANAGEMENT GROUP LLP (12.16Mn), GEODE CAPITAL MANAGEMENT, LLC (8.74Mn), DEUTSCHE BANK AG\ (8.08Mn), DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main (7.88Mn), Invesco Ltd. (7.62Mn) per Business Quant data.

Form 13F Holdings

822 Institutional Holders

Report period 30 Jun, 2026

Total shares held 317.31Mn

Of outstanding 102.29%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	33,068,880	10.66%	▼494,694	-1.47%	$2.53Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	20,166,948	6.50%	▲289,651	+1.46%	$1.54Bn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	19,050,893	6.14%	▲257,548	+1.37%	$1.46Bn
4	State Street Corp	0000093751	17,705,946	5.71%	▼393,087	-2.17%	$1.35Bn
5	Jpmorgan Chase & Co	0000019617	16,409,389	5.29%	▲569,705	+3.60%	$1.28Bn
6	WELLINGTON MANAGEMENT GROUP LLP	0000902219	12,158,296	3.92%	▲5,502,352	+82.67%	$930.11Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	8,740,533	2.82%	▲212,380	+2.49%	$666.15Mn
8	DEUTSCHE BANK AG\	0000948046	8,082,021	2.61%	▲336,707	+4.35%	$618.27Mn
9	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0001694217	7,882,550	2.54%	▼252,677	-3.11%	$603.02Mn
10	Invesco Ltd.	0000914208	7,616,465	2.46%	▼28,732	-0.38%	$582.66Mn
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	7,242,159	2.33%	▼388,214	-5.09%	$576.01Mn
12	VICTORY CAPITAL MANAGEMENT INC	0001040188	6,595,840	2.13%	▼243,422	-3.56%	$504.58Mn
13	Ameriprise Financial Inc	0000820027	6,461,250	2.08%	▲1,530,673	+31.04%	$494.03Mn
14	Capital International Investors	0001562230	5,302,655	1.71%	▲5,302,655	0.00%	$405.65Mn
15	Wells Fargo & Company/Mn	0000072971	5,245,081	1.69%	▼176,993	-3.26%	$401.25Mn
16	Goldman Sachs Group Inc	0000886982	4,844,029	1.56%	▲65,496	+1.37%	$370.57Mn
17	NORGES BANK	0001374170	4,837,123	1.56%	▲4,837,123	0.00%	$370.04Mn
18	GQG Partners LLC	0001697233	4,750,161	1.53%	▲337,588	+7.65%	$363.39Mn
19	Pictet Asset Management Holding SA	0001993888	4,268,534	1.38%	▲101,719	+2.44%	$326.54Mn
20	Morgan Stanley	0000895421	4,070,310	1.31%	▼643,689	-13.65%	$311.38Mn

Showing 1 to 20 of 822 holders