CMS Energy Corporation (CMS) Ownership

70.76 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of CMS Energy Corporation (CMS), owning a total of 39 million shares. Combined, the top 38 institutional holders of CMS own 92.66% of the company with a total of 276.8 million shares.

In the latest ownership report on June 30th 2025, the top 38 institutional holders increased their combined ownership of CMS by 3.3 million shares. 14 institutions bought 16,754,919 total additional shares and increased their ownership by an average of 551.68%. However 7 institutions sold 13,468,770 total shares and decreased their ownership by an average of 13.43%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of CMS Energy Corporation increased by a net total of 3,286,149 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc13.044%1.833%39,044,129702,7132025-06-30
BlackRock Inc10.301%0.107%30,834,98732,8602025-06-30
JPMorgan Chase & Co6.955%-10.934%20,818,677-2,555,7252025-06-30
State Street Corp5.832%4.655%17,457,182776,4812025-06-30
Massachusetts Financial Services Company3.118%-3.083%9,331,771-296,8772025-06-30
Geode Capital Management, LLC2.680%1.648%8,020,765130,0592025-06-30
Amvescap Plc.2.393%2.036%7,162,402142,9082025-06-30
T. Rowe Price Associates, Inc.2.329%-57.893%6,970,815-9,584,0622025-06-30
Morgan Stanley - Brokerage Accounts2.080%9.555%6,224,683542,9022025-06-30
Wells Fargo & Co1.982%-4.665%5,933,313-290,3022025-06-30
Deutsche Bank AG1.979%23.235%5,922,5451,116,6482025-06-30
GQG Partners LLC1.835%6,715.360%5,492,0885,411,5042025-06-30
Victory Capital Management Inc.1.721%847.148%5,150,3444,606,5702025-06-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr1.621%1.753%4,850,94483,5672025-06-30
Ameriprise Financial Inc1.594%-3.223%4,771,772-158,9012025-06-30
UBS Asset Mgmt Americas Inc1.545%35.701%4,623,5461,216,3942025-06-30
Goldman Sachs Group Inc1.339%-10.601%4,008,269-475,3162025-06-30
NORGES BANK1.152%33.808%3,449,056871,4392025-06-30
Bank of America Corp1.106%5.579%3,311,592174,9802025-06-30
Lord, Abbett & Co LLC1.085%41.084%3,248,232945,8942025-06-30
Legal & General Group PLC0.968%-3.580%2,897,274-107,5872025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc13.044%1.833%39,044,129702,7132025-06-30
BlackRock Inc10.301%0.107%30,834,98732,8602025-06-30
JPMorgan Chase & Co6.955%-10.934%20,818,677-2,555,7252025-06-30
State Street Corporation6.003%4.313%17,932,319741,3932024-03-31
State Street Corp5.832%4.655%17,457,182776,4812025-06-30
Massachusetts Financial Services Company3.118%-3.083%9,331,771-296,8772025-06-30
Geode Capital Management, LLC2.680%1.648%8,020,765130,0592025-06-30
Amvescap Plc.2.393%2.036%7,162,402142,9082025-06-30
T. Rowe Price Associates, Inc.2.329%-57.893%6,970,815-9,584,0622025-06-30
Morgan Stanley - Brokerage Accounts2.080%9.555%6,224,683542,9022025-06-30
Capital Research & Mgmt Co - Division 32.074%-0.204%6,196,207-12,6692024-03-31
Macquarie Group Ltd2.087%393.189%6,087,2054,852,9512023-06-30
Wells Fargo & Co1.982%-4.665%5,933,313-290,3022025-06-30
Deutsche Bank AG1.979%23.235%5,922,5451,116,6482025-06-30
Capital Research Global Investors1.873%1.193%5,593,53965,9662023-12-31
GQG Partners LLC1.835%6,715.360%5,492,0885,411,5042025-06-30
Victory Capital Management Inc.1.721%847.148%5,150,3444,606,5702025-06-30
DZ BANK AG Deutsche Zentral-Genossenschaftsbank Fr1.621%1.753%4,850,94483,5672025-06-30
Ameriprise Financial Inc1.594%-3.223%4,771,772-158,9012025-06-30
UBS Asset Mgmt Americas Inc1.545%35.701%4,623,5461,216,3942025-06-30
Goldman Sachs Group Inc1.339%-10.601%4,008,269-475,3162025-06-30
Zimmer Partners LP1.371%139.496%3,992,8942,325,6842022-09-30
ExodusPoint Capital Management, LP1.316%22.834%3,931,327730,7972023-12-31
Bank of New York Mellon Corp1.196%-3.371%3,574,495-124,7092024-06-30
NORGES BANK1.152%33.808%3,449,056871,4392025-06-30
Bank of America Corp1.106%5.579%3,311,592174,9802025-06-30
Lord, Abbett & Co LLC1.085%41.084%3,248,232945,8942025-06-30
Brookfield Corp1.076%42.908%3,220,614966,9822025-03-31
Magellan Asset Management Limited1.084%-2.475%3,163,689-80,2782023-09-30
abrdn PLC1.068%1.893%3,144,28058,4052023-09-30
T. Rowe Price Investment Management,Inc.1.039%0.890%3,104,44727,3872024-06-30
Caisse De Depot Et Placement Du Quebec1.047%22.985%3,054,137570,8002023-09-30
Northern Trust Corp1.011%1.334%3,026,33539,8462025-03-31
Fidelity International Ltd0.984%0.297%2,946,7978,7132025-03-31
Legal & General Group PLC0.968%-3.580%2,897,274-107,5872025-06-30
Amundi0.930%-1.119%2,782,765-31,4932025-03-31
Pictet Asset Manangement SA0.925%-10.382%2,763,075-320,0822024-09-30
Franklin Resources Inc0.919%-3.176%2,745,179-90,0592024-09-30

Mutual Fund Ownership

Vanguard US Total Market Shares ETF is the biggest individual fund holder of CMS Energy Corporation (CMS), owning a total of 9.5 million shares. Combined, the top 47 mutual fund holders of CMS own 63.72% of the company with a total of 189.7 million shares.

In the latest ownership report on August 31st 2025, the top 47 fund holders increased their combined ownership of CMS by 41 thousand shares. 1 funds bought 44,528 total additional shares and increased their ownership by an average of 1.25%. However 1 funds sold 3,908 total shares and decreased their ownership by an average of 0.08%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding CMS Energy Corporation increased by a net total of 40,620 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
The Utilities Select Sector SPDR® ETF1.619%-0.081%4,846,215-3,9082025-08-31
SPDR® S&P 500® ETF1.207%1.248%3,612,70344,5282025-08-31
iShares Core S&P 500 ETF1.203%0.000%3,599,93402025-08-31
iShares Select Dividend ETF0.872%0.000%2,611,44802025-08-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard US Total Market Shares ETF3.167%0.067%9,462,3276,3012024-09-30
Vanguard Total Stock Mkt Idx Inv3.148%-2.198%9,423,786-211,7462025-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr3.087%2.105%9,006,646185,6632023-03-31
Vanguard Institutional 500 Index Trust2.841%0.719%8,496,76560,6362025-05-31
Vanguard 500 Index Investor2.474%-12.777%7,406,352-1,084,9262025-07-31
Vanguard Mid Cap Index Institutional2.229%1.090%6,671,98471,9322025-07-31
American Funds Washington Mutual A2.144%0.000%6,254,40302023-06-30
Capital Group Wash Mutual Invtrs Comp2.144%0.000%6,254,40302023-06-30
JPM US Equity Income-MA1.825%100,304.000%5,324,4465,319,1432023-09-30
The Utilities Select Sector SPDR® ETF1.619%-0.081%4,846,215-3,9082025-08-31
JPM US Equity Income-Composite1.501%0.000%4,491,91002025-06-30
JPMorgan Equity Income I1.501%0.000%4,491,91002025-07-31
Fidelity 500 Index1.267%0.043%3,791,7031,6372025-07-31
SPDR® S&P 500 ETF1.245%-1.446%3,718,835-54,5602025-03-31
Utilities Select Sector SPDR® ETF1.239%1.714%3,698,57562,3362024-05-30
SPDR® S&P 500® ETF Trust1.210%-0.522%3,620,099-19,0082025-03-31
SPDR® S&P 500® ETF1.207%1.248%3,612,70344,5282025-08-31
iShares Core S&P 500 ETF1.203%0.000%3,599,93402025-08-31
SPDR® S&P 500 ETF Trust1.170%0.706%3,494,70524,5002024-05-30
T. Rowe Price U.S. Large-Cap Core Tr-B1.162%12.849%3,475,984395,7882025-03-31
T. Rowe Price U.S. Large-Cap Core Tr-C1.162%12.849%3,475,984395,7882025-03-31
MFS Large Cap Growth Equity1.155%-4.564%3,457,276-165,3472025-06-30
MFS Massachusetts Inv Gr Stk A1.138%-1.489%3,405,813-51,4632025-07-31
American Funds Fundamental Invs A1.140%-0.085%3,403,704-2,8792024-03-31
Capital Group Fundamental Invtrs Comp1.139%-0.085%3,403,704-2,8792024-03-31
Fidelity® 500 Index1.165%0.640%3,399,43221,6232023-11-30
DWS Top Dividende LD1.115%1.948%3,338,42363,7732025-07-31
T. Rowe Price US Large-Cap Core Eq Comp1.088%9.774%3,255,650289,8762025-03-31
T. Rowe Price US Large-Cap Core1.088%-0.065%3,255,650-2,1262025-03-31
American Funds Invmt Co of Amer A1.032%25.572%3,081,163627,4572023-12-31
Capital Group Investment Co of Amer Comp1.032%25.572%3,081,163627,4572023-12-31
T. Rowe Price Capital Appreciation1.017%55.801%3,037,7811,088,0002024-08-31
Pictet Glbl Sel Fd Glbl Utilities Eq P0.919%-1.113%2,746,177-30,9162024-08-31
JPMorgan Mid Cap Value L0.910%1.975%2,722,95752,7332025-07-31
JPM US Mid Cap Value-Composite0.892%2.860%2,670,22474,2522025-06-30
Vanguard Value Index Inv0.886%-0.013%2,650,924-3432025-07-31
iShares Select Dividend ETF0.872%0.000%2,611,44802025-08-31
Franklin Utilities Fund A10.870%-3.704%2,600,000-100,0002024-09-30
Franklin Utilities A10.870%-3.704%2,600,000-100,0002024-09-30
Columbia Dividend Value0.867%-0.547%2,596,197-14,2662025-06-30
Vanguard Mid-Cap Value ETF0.890%-0.560%2,595,640-14,6042023-05-31
Columbia Dividend Income Inst0.866%-0.166%2,591,894-4,3032025-07-31
JPMorgan Equity Premium Income ETF0.865%-0.058%2,587,887-1,5132025-08-29
JPM US Mid Cap Value-MA0.853%-12.298%2,547,021-357,1412024-09-30
T. Rowe Price US Dividend Growth Eq Comp0.833%-8.164%2,490,641-221,4002025-06-30
T. Rowe Price Dividend Growth0.832%0.000%2,490,64102025-07-31
American Funds Income Fund of Amer A0.841%2.144%2,452,90751,4952023-12-31

Discussions

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iburnmoney10/19/25 11:33pm

$CMS Markets about as efficient as a retirement home

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glaglewd3/26/25 11:32am

$CMS just bought a half position.

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