Cms Energy CMS Institutional Ownership

NYSE CMS

$63.07 -0.37 (-0.58%)

At close: Sep 30, 2026 · 4:00 PM EDT

Institutions by Trading Activity

824 Institutions

Increased 446 54.1%

Unchanged 139 16.9%

Reduced 239 29.0%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

102.29%

▲+5.59 pp QoQ

Shares Held by Institutions

317.31Mn

of 310.20Mn outstanding

▲+8.28% QoQ

Shares Outstanding

310.20Mn

-7.11Mn held outside 13F filers

Institutional Investors

824

filed 13F for Jun 2026

▲+25 vs prior quarter

Net Shares Added (QoQ)

+24.28Mn

accumulated since last quarter

Value of Holdings

$20.01Bn

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) has 824 institutional investors that have filed 13F reports for the period ending June 2026.

Their combined ownership stood at 102.3% of outstanding shares in June 2026, up from 96.7% in March 2026.
They increased total shares held in Cms Energy by 8.28% from the prior quarter, while the number of investors in CMS increased 10.31% year over year.
Among the 824 funds, 446 bought more Cms Energy shares, 239 sold down, and 139 held their ground.
Combined, these investors held 317.31Mn shares in CMS for June 2026, up by 24.28Mn shares quarter on quarter, and up 30.53Mn shares year over year.
As of June 30, 2026, the biggest holder of Cms Energy is BlackRock, Inc. at 33.07Mn shares, representing 10.66% of shares outstanding.
The largest buyers of Cms Energy for the quarter ending June 2026 were 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).
Top sellers of CMS stock for the quarter ending June 2026 included 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).
Business Quant data shows the 10 biggest positions in Cms Energy as of June 2026 are held by 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).

Form 13F Holdings

823 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 823 holders