CMS Energy (CMS) Institutional Ownership

$63.05
+0.31 (+0.49%)
(As of 11:03 AM ET)

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

Current
Institutional Ownership
Percentage
93.57%
Number of
Institutional Buyers
(last 12 months)
357
Total
Institutional Inflows
(last 12 months)
$2.19B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$1.15B
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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
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.22,108$1.33M0.0%-10.6%0.007%
5/8/2024Entropy Technologies LP29,054$1.75M0.2%+119.3%0.010%
5/8/2024Bleakley Financial Group LLC9,891$597K0.0%-5.3%0.003%
5/8/2024ProShare Advisors LLC38,890$2.35M0.0%-0.7%0.013%
5/8/2024Avantax Advisory Services Inc.15,563$939K0.0%-2.1%0.005%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS583,885$35.23M0.2%+6.7%0.196%
5/8/2024US Bancorp DE242,365$14.62M0.0%+1.8%0.081%
5/8/2024Russell Investments Group Ltd.282,099$17.02M0.0%-21.1%0.095%
5/8/2024 QRG Capital Management Inc.10,132$611K0.0%+22.3%0.003%
5/8/2024 Headlands Technologies LLC714$43K0.0%N/A0.000%
5/8/2024 Inspire Investing LLC38,387$2.32M0.2%N/A0.013%
5/7/2024 Sei Investments Co.290,469$17.53M0.0%-2.9%0.097%
5/7/2024 SilverOak Wealth Management LLC56,090$3.38M0.8%-18.5%0.019%
5/7/2024 Montag A & Associates Inc.3,817$230K0.0%+247.0%0.001%
5/7/2024Susquehanna Fundamental Investments LLC294,144$17.75M0.8%N/A0.099%
5/7/2024 Swiss National Bank873,800$52.73M0.0%-4.2%0.293%
5/7/2024 Reaves W H & Co. Inc.1,481,220$89.38M3.2%-17.6%0.497%
5/7/2024 Forsta AP Fonden48,100$2.90M0.0%-3.0%0.016%
5/7/2024 Illinois Municipal Retirement Fund175,908$10.61M0.2%-13.6%0.059%
5/7/2024 Benedetti & Gucer Inc.4,198$253K0.1%-3.8%0.001%
5/7/2024 SG Americas Securities LLC6,450$389K0.0%-76.6%0.002%
5/7/2024 Empowered Funds LLC4,581$276K0.0%+23.9%0.002%
5/6/2024 Quantbot Technologies LP29,752$1.80M0.1%+159.1%0.010%
5/6/2024 Envestnet Portfolio Solutions Inc.77,315$4.67M0.0%+11.2%0.026%
5/6/2024 Empirical Finance LLC10,488$633K0.0%+3.5%0.004%
5/6/2024 Duality Advisers LP114,193$6.89M0.7%+1,854.4%0.038%
5/6/2024 Advisory Alpha LLC5,741$346K0.0%+5.8%0.002%
5/6/2024 Texas Permanent School Fund Corp60,851$3.67M0.0%+1.0%0.020%
5/3/2024 VeraBank N.A.3,400$205K0.1%N/A0.001%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S13,891$838K0.0%-97.0%0.005%
5/2/2024 Jennison Associates LLC2,077,855$125.38M0.1%+0.1%0.696%
5/2/2024 Mutual of America Capital Management LLC38,604$2.33M0.0%-1.1%0.013%
5/2/2024 Daiwa Securities Group Inc.45,013$2.72M0.0%+51.0%0.015%
5/2/2024 Fidelis Capital Partners LLC1,481$89K0.0%N/A0.000%
5/2/2024 Tokio Marine Asset Management Co. Ltd.8,669$523K0.0%+15.6%0.003%
5/1/2024 Janney Montgomery Scott LLC35,326$2.13M0.0%+1.1%0.012%
5/1/2024 BNP Paribas Financial Markets254,177$15.34M0.0%-24.3%0.085%
5/1/2024 Mirae Asset Global Investments Co. Ltd.74,719$4.51M0.0%+56.8%0.025%
5/1/2024 Sequoia Financial Advisors LLC7,679$463K0.0%-5.4%0.003%
4/30/2024 Private Advisor Group LLC28,010$1.69M0.0%+33.1%0.009%
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4/30/2024 Retirement Systems of Alabama64,987$3.92M0.0%+1.1%0.022%
4/30/2024 Van ECK Associates Corp72,256$4.36M0.0%+3.3%0.024%
4/30/2024 HB Wealth Management LLC19,144$1.16M0.0%+2.8%0.006%
4/30/2024 Allspring Global Investments Holdings LLC252,529$15.24M0.0%-0.2%0.085%
4/29/2024Commonwealth Equity Services LLC73,534$4.44M0.0%+0.4%0.025%
4/29/2024 Greenleaf Trust11,233$678K0.0%+7.5%0.004%
4/29/2024 Principal Financial Group Inc.382,597$23.09M0.0%+2.7%0.128%
4/29/2024 Benjamin Edwards Inc.51,697$3.12M0.6%-12.9%0.017%
4/29/2024 Mn Services Vermogensbeheer B.V.117,969$7.12M0.1%-11.8%0.040%
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%
4/16/2024 Wealth Enhancement Advisory Services LLC17,014$1.03M0.0%-7.6%0.006%
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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%
(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, 658 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 568 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 80,726,513 shares in the last 24 months. This purchase volume represents approximately $4.94B in transactions.

Which CMS Energy major shareholders have been selling company stock?

Of the 385 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 ($2.12M), 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 57,196,062 shares in the last 24 months. This volume of shares sold represents approximately $3.53B in transactions.


This page (NYSE:CMS) was last updated on 5/9/2024 by MarketBeat.com Staff

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