Cms Energy CMS Institutional Ownership

NYSE CMS

$68.10 -0.32 (-0.47%)

As of: Oct 21, 2026 · 3:59 PM EDT

Institutions by Trading Activity

818 Institutions

Increased 445 54.4%

Unchanged 138 16.9%

Reduced 235 28.7%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

—

13F totals exceed reported shares outstanding

Shares Held by Institutions

315.19Mn

of 313.60Mn outstanding

▲+6.40% QoQ

Shares Outstanding

313.60Mn

Institutional Investors

818

filed 13F for Jun 2026

▲+26 vs prior quarter

Net Shares Added (QoQ)

+18.95Mn

accumulated since last quarter

Value of Holdings

$21.57Bn

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

Updated Oct 16, 2026

Cms Energy Corp (NYSE:CMS) had 817 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Total holdings of Cms Energy shares rose 6.40% from Q1 2026, and the number of holders rose 9.81% from Q2 2025.
Of the 817 holders, 444 added to their positions, 235 reduced their stakes and 138 left their positions unchanged in Q2 2026.
Combined, institutional investors held 315.19Mn shares of CMS as of Q2 2026, up 18.95Mn from the prior quarter and up 28.42Mn from a year earlier.
BlackRock, Inc. was the top holder of Cms Energy as of June 30, 2026, with 33.07Mn shares.
Among holders that already owned Cms Energy, the biggest buyers in Q2 2026 were Wellington Management Group LLP (+5.5Mn shares), Ameriprise Financial Inc (+1.53Mn shares), Raymond James Financial Inc (+1.33Mn shares), AQR Capital Management LLC (+1.06Mn shares) and Balyasny Asset Management L.P. (+948.46K shares).
The biggest cuts to CMS positions during Q2 2026 came from T. Rowe Price Associates Inc (-907.82K shares), Lord, Abbett & Co. LLC (-873.92K shares), Barclays PLC (-819.65K shares), Morgan Stanley (-643.69K shares) and SG Americas Securities, LLC (-642.5K shares).
According to Business Quant data, the leading holders of CMS for Q2 2026 were BlackRock, Inc. (33.07Mn shares), Vanguard Capital Management LLC (20.17Mn shares), Vanguard Portfolio Management LLC (19.05Mn shares), State Street Corp (17.71Mn shares), JPMorgan Chase & Co (16.41Mn shares), Wellington Management Group LLP (12.16Mn shares), Geode Capital Management, LLC (8.74Mn shares), Deutsche Bank AG (8.08Mn shares), DZ BANK AG Deutsche Zentral Genossenschafts Bank (7.88Mn shares) and Invesco Ltd. (7.62Mn shares).

Form 13F Holdings

820 Institutional Holders

Report period 30 Jun, 2026

Total shares held 315.19Mn

Of outstanding —

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	33,068,880	10.54%	▼494,694	-1.47%	$2.53Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	20,166,948	6.43%	▲289,651	+1.46%	$1.54Bn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	19,050,893	6.07%	▲257,548	+1.37%	$1.46Bn
4	State Street Corp	0000093751	17,705,946	5.65%	▼393,087	-2.17%	$1.35Bn
5	Jpmorgan Chase & Co	0000019617	16,409,389	5.23%	▲569,705	+3.60%	$1.28Bn
6	WELLINGTON MANAGEMENT GROUP LLP	0000902219	12,158,296	3.88%	▲5,502,352	+82.67%	$930.11Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	8,740,533	2.79%	▲212,380	+2.49%	$666.15Mn
8	DEUTSCHE BANK AG\	0000948046	8,082,021	2.58%	▲336,707	+4.35%	$618.27Mn
9	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0001694217	7,882,550	2.51%	▼252,677	-3.11%	$603.02Mn
10	Invesco Ltd.	0000914208	7,616,465	2.43%	▼28,732	-0.38%	$582.66Mn
11	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	7,242,159	2.31%	▼388,214	-5.09%	$576.01Mn
12	VICTORY CAPITAL MANAGEMENT INC	0001040188	6,595,840	2.10%	▼243,422	-3.56%	$504.58Mn
13	Ameriprise Financial Inc	0000820027	6,461,250	2.06%	▲1,530,673	+31.04%	$494.03Mn
14	Capital International Investors	0001562230	5,302,655	1.69%	▲5,302,655	0.00%	$405.65Mn
15	Wells Fargo & Company/Mn	0000072971	5,245,081	1.67%	▼176,993	-3.26%	$401.25Mn
16	Goldman Sachs Group Inc	0000886982	4,844,029	1.54%	▲65,496	+1.37%	$370.57Mn
17	NORGES BANK	0001374170	4,837,123	1.54%	▲4,837,123	0.00%	$370.04Mn
18	GQG Partners LLC	0001697233	4,750,161	1.51%	▲337,588	+7.65%	$363.39Mn
19	Pictet Asset Management Holding SA	0001993888	4,268,534	1.36%	▲101,719	+2.44%	$326.54Mn
20	Morgan Stanley	0000895421	4,070,310	1.30%	▼643,689	-13.65%	$311.38Mn

Showing 1 to 20 of 820 holders