CMS Energy (CMS) Institutional Ownership

$59.34
-1.14 (-1.88%)
(As of 04/26/2024 08:52 PM ET)

Institutional Ownership Changes (13F Filings) for CMS Energy (NYSE:CMS)

Current
Institutional Ownership
Percentage
93.57%
Number of
Institutional Buyers
(last 12 months)
360
Total
Institutional Inflows
(last 12 months)
$2.36B
Number of
Institutional Sellers
(last 12 months)
266
Total
Institutional Outflows
(last 12 months)
$1.13B
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CMS Institutional Buying and Selling by Quarter

CMS Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Securian Asset Management Inc.17,315$1.05M0.0%-5.9%0.006%
4/26/2024 BLB&B Advisors LLC13,779$831K0.0%-4.1%0.005%
4/26/2024 Yousif Capital Management LLC53,132$3.21M0.0%-3.2%0.018%
4/26/2024 Sumitomo Life Insurance Co.13,049$787K0.0%-2.4%0.004%
4/25/2024 New York State Teachers Retirement System281,426$16.98M0.0%-5.3%0.094%
4/25/2024 Bank of New York Mellon Corp3,699,204$223.21M0.0%-8.2%1.239%
4/25/2024 Strategy Asset Managers LLC4,445$268K0.1%+9.5%0.001%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 59,952$3.62M0.0%+1.0%0.020%
4/24/2024 Simplicity Wealth LLC9,838$594K0.0%N/A0.003%
4/24/2024 Spire Wealth Management2,678$162K0.0%+32.6%0.001%
4/24/2024 Assenagon Asset Management S.A.406,786$24.55M0.1%-21.3%0.136%
4/23/2024 Global Retirement Partners LLC1,154$70K0.0%-38.2%0.000%
4/23/2024 Louisiana State Employees Retirement System17,100$1.03M0.0%-2.8%0.006%
4/23/2024 Aquila Investment Management LLC30,000$1.81M1.5%+200.0%0.010%
4/23/2024 Venturi Wealth Management LLC1,189$72K0.0%+1,464.5%0.000%
4/23/2024 Amalgamated Bank60,357$3.64M0.0%-16.4%0.020%
4/23/2024 New Mexico Educational Retirement Board14,710$888K0.0%-3.3%0.005%
4/23/2024 Fifth Third Bancorp34,850$2.10M0.0%-14.7%0.012%
4/23/2024 Raymond James Financial Services Advisors Inc.66,057$3.99M0.0%+3.1%0.022%
4/22/2024 Centennial Wealth Advisory LLC6,865$414K0.2%-6.3%0.002%
4/22/2024 Raymond James & Associates265,754$16.04M0.0%-30.5%0.089%
4/22/2024 IFM Investors Pty Ltd98,898$5.97M0.1%+1.5%0.033%
4/20/2024 Kesler Norman & Wride LLC26,304$1.59M0.3%-8.4%0.009%
4/19/2024 First Trust Direct Indexing L.P.11,214$677K0.1%+34.4%0.004%
4/19/2024 State of Alaska Department of Revenue35,853$2.16M0.0%-2.2%0.012%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.749,348$45.22M0.0%-1.9%0.251%
4/18/2024 State of Michigan Retirement System80,699$4.87M0.0%+1.0%0.027%
4/18/2024 Exchange Capital Management Inc.19,052$1.15M0.2%-13.2%0.006%
4/18/2024 Allspring Global Investments Holdings LLC252,529$15.24M0.0%-0.2%0.085%
4/18/2024 Oak Thistle LLC3,862$233K0.2%N/A0.001%
4/18/2024 BKM Wealth Management LLC13,727$828K0.4%+22.7%0.005%
4/18/2024 Mirador Capital Partners LP12,441$751K0.1%+8.4%0.004%
4/18/2024 LVW Advisors LLC5,180$313K0.1%N/A0.002%
4/18/2024 Chatham Capital Group Inc.50,682$3.06M0.6%+4.9%0.017%
4/17/2024 Hennion & Walsh Asset Management Inc.13,601$821K0.0%+25.7%0.005%
4/16/2024 Silverleafe Capital Partners LLC5,000$302K0.1%N/A0.002%
4/16/2024 AMF Tjanstepension AB452,333$27.33M0.2%+150.1%0.151%
4/16/2024 Hennessy Advisors Inc.171,898$10.37M0.4%-3.5%0.058%
4/16/2024 Ausbil Investment Management Ltd67,725$4.06M2.0%N/A0.023%
4/16/2024 Chesley Taft & Associates LLC12,436$750K0.0%-28.9%0.004%
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4/16/2024 Wealth Enhancement Advisory Services LLC17,014$1.03M0.0%-7.6%0.006%
4/16/2024 Viking Fund Management LLC44,000$2.66M0.5%N/A0.015%
4/12/2024 Gateway Investment Advisers LLC26,308$1.59M0.0%+10.5%0.009%
4/12/2024 Miller Howard Investments Inc. NY660,031$39.83M1.3%+19.8%0.221%
4/12/2024 Global Assets Advisory LLC43,845$2.65M0.0%N/A0.015%
4/12/2024 Lloyd Advisory Services LLC.14,995$905K0.2%N/A0.005%
4/11/2024 Ballentine Partners LLC4,670$282K0.0%-10.5%0.002%
4/11/2024 &PARTNERS6,291$380K0.1%+16.1%0.002%
4/10/2024 Cox Capital Mgt LLC37,871$2.29M1.4%+6.1%0.013%
4/10/2024 Banque Cantonale Vaudoise5,734$346K0.0%-66.4%0.002%
4/10/2024 Czech National Bank51,807$3.13M0.0%+1.4%0.017%
4/10/2024 Perpetual Ltd2,607,102$157.31M1.5%+5.4%0.873%
4/9/2024 Alaska Permanent Fund Corp2,070$125K0.0%-16.6%0.001%
4/9/2024 Ferguson Wellman Capital Management Inc.28,484$1.72M0.0%-1.9%0.010%
4/9/2024 Mather Group LLC.3,897$226K0.0%-7.1%0.001%
4/5/2024 GAMMA Investing LLC6,288$379K0.1%+21.5%0.002%
4/5/2024 Los Angeles Capital Management LLC3,895$235K0.0%-64.9%0.001%
4/5/2024 NBC Securities Inc.43,392$2.62M0.2%-1.9%0.015%
4/5/2024 CWM LLC10,286$621K0.0%-13.7%0.003%
3/27/2024Nomura Holdings Inc.5,882$342K0.0%N/A0.002%
3/26/2024HighPoint Advisor Group LLC4,560$267K0.0%N/A0.002%
3/15/2024B. Riley Wealth Advisors Inc.5,300$308K0.0%-29.0%0.002%
3/14/2024 Hennessy Advisors Inc.178,198$10.35M0.5%-4.7%0.061%
3/11/2024Vanguard Group Inc.37,037,011$2.15B0.0%-0.5%12.579%
3/6/2024SageView Advisory Group LLC3,571$205K0.0%N/A0.001%
3/5/2024Wellington Management Group LLP70,880$4.12M0.0%N/A0.024%
3/1/2024Goldman Sachs Group Inc.3,149,298$182.88M0.0%+30.8%1.070%
2/29/2024Scarborough Advisors LLC505$29K0.0%N/A0.000%
2/28/2024American International Group Inc.76,500$4.44M0.0%-0.9%0.026%
2/26/2024 Krane Funds Advisors LLC4,281$249K0.0%-7.8%0.001%
2/26/2024Teachers Retirement System of The State of Kentucky25,044$1.46M0.0%-4.4%0.009%
2/21/2024 V Square Quantitative Management LLC7,286$423K0.1%+21.6%0.002%
2/20/2024Eventide Asset Management LLC279,080$16.21M0.3%-15.8%0.095%
2/20/2024 Voisard Asset Management Group Inc.624$36K0.0%N/A0.000%
2/17/2024FIL Ltd2,883,169$167.43M0.2%-0.1%0.979%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main4,305,602$250.03M0.3%+320.9%1.462%
2/15/2024HITE Hedge Asset Management LLC776,932$45.12M4.7%+258.0%0.264%
2/14/2024New England Asset Management Inc.121,650$7.06M1.1%-8.5%0.041%
2/14/2024Logan Capital Management Inc.77,727$4.51M0.2%-10.7%0.026%
2/14/2024Shell Asset Management Co.25,783$1.50M0.1%-36.6%0.009%
2/14/2024Platinum Investment Management Ltd.2,975$173K0.0%+754.9%0.001%
2/14/2024Partners Group Holding AG694,082$40.31M4.9%-3.3%0.236%
2/14/2024Westwood Holdings Group Inc.171,902$9.98M0.1%-5.0%0.058%
2/14/2024Prudential PLC17,999$1.05M0.0%-41.9%0.006%
2/14/2024Azimuth Capital Investment Management LLC3,622$210K0.0%N/A0.001%
2/13/2024Epoch Investment Partners Inc.274,174$15.92M0.1%-9.3%0.093%
2/13/2024Morningstar Investment Services LLC4,156$241K0.0%N/A0.001%
2/13/2024Northern Trust Corp2,912,551$169.13M0.0%-2.9%0.989%
2/13/2024Cibc World Markets Corp37,553$2.18M0.0%+133.2%0.013%
2/13/2024Magellan Asset Management Ltd2,785,282$161.74M1.6%-12.0%0.946%
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2/13/2024Gabelli Funds LLC194,417$11.29M0.1%-0.4%0.066%
2/13/2024Public Employees Retirement Association of Colorado31,345$1.82M0.0%-48.8%0.011%
2/13/20241832 Asset Management L.P.1,506,680$87.49M0.1%+17.6%0.512%
2/13/2024Morningstar Investment Management LLC3,618$210K0.0%N/A0.001%
2/13/2024Crossmark Global Holdings Inc.34,199$1.99M0.0%+19.8%0.012%
2/13/2024Tower Research Capital LLC TRC 53,717$3.12M0.0%+283.3%0.018%
2/13/2024Capital Research Global Investors5,593,539$324.82M0.1%+1.2%1.900%
2/13/2024Capital International Sarl26,223$1.52M0.1%N/A0.009%
2/13/2024Capital International Investors6,208,876$360.54M0.1%+24.8%2.109%
2/13/2024Goldman Sachs Group Inc.3,149,298$182.88M0.0%+30.8%1.070%
(Data available from 1/1/2016 forward)

CMS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CMS shares?

During the previous two years, 657 institutional investors and hedge funds held shares of CMS Energy. The most heavily invested institutionals were Vanguard Group Inc. ($2.15B), BlackRock Inc. ($1.57B), JPMorgan Chase & Co. ($1.12B), State Street Corp ($1.03B), Geode Capital Management LLC ($381.70M), Ameriprise Financial Inc. ($364.24M), and Capital International Investors ($360.54M).Learn more on CMS's institutional investors.

What percentage of CMS Energy stock is owned by institutional investors?

93.57% of CMS Energy stock is owned by institutional investors. Learn more on CMS's institutional investor holdings.

Which institutional investors have been buying CMS Energy stock?

Of the 569 institutional investors that purchased CMS Energy stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($3.52M), JPMorgan Chase & Co. ($3.51M), Magellan Asset Management Ltd ($3.41M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.28M), Caisse DE Depot ET Placement DU Quebec ($2.74M), Perpetual Ltd ($2.60M), and Echo Street Capital Management LLC ($2.35M).

How much institutional buying is happening at CMS Energy?

Institutional investors have bought a total of 81,494,935 shares in the last 24 months. This purchase volume represents approximately $5.00B in transactions.

Which CMS Energy major shareholders have been selling company stock?

Of the 387 institutional investors that sold CMS Energy stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($12.54M), Caisse DE Depot ET Placement DU Quebec ($2.38M), abrdn plc ($2.28M), Citigroup Inc. ($2.08M), Bank of New York Mellon Corp ($1.53M), Assenagon Asset Management S.A. ($1.34M), and BlackRock Inc. ($1.28M).

How much institutional selling is happening at CMS Energy?

Institutional investors have sold a total of 56,471,387 shares in the last 24 months. This volume of shares sold represents approximately $3.49B in transactions.


This page (NYSE:CMS) was last updated on 4/29/2024 by MarketBeat.com Staff

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