CMS Energy Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 33.07 M | $2.53 B | -1.47% | 11.00% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 20.17 M | $1.54 B | 1.46% | 6.71% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 19.05 M | $1.46 B | 1.37% | 6.34% |
| STATE STREET CORP | 08/07/2026 | 17.71 M | $1.35 B | -2.17% | 5.89% |
| JPMORGAN CHASE & CO | 08/12/2026 | 16.41 M | $1.28 B | 3.60% | 5.46% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2026 | 12.16 M | $930.11 M | 82.67% | 4.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 8.74 M | $666.15 M | 2.49% | 2.91% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 8.08 M | $618.27 M | 4.35% | 2.69% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 08/14/2026 | 7.88 M | $603.02 M | -3.11% | 2.62% |
| INVESCO LTD. | 08/14/2026 | 7.62 M | $582.66 M | -0.38% | 2.53% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 7.24 M | $576.01 M | -5.09% | 2.41% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 6.60 M | $504.58 M | -3.56% | 2.19% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 6.46 M | $494.03 M | 31.04% | 2.15% |
| CAPITAL INTERNATIONAL INVESTORS | 08/12/2026 | 5.30 M | $405.65 M | 100.00% | 1.76% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 5.25 M | $401.25 M | -3.26% | 1.75% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 4.84 M | $370.57 M | 1.37% | 1.61% |
| NORGES BANK | 08/12/2026 | 4.84 M | $370.04 M | 100.00% | 1.61% |
| GQG PARTNERS LLC | 08/12/2026 | 4.75 M | $363.39 M | 7.65% | 1.58% |
| PICTET ASSET MANAGEMENT HOLDING SA | 07/30/2026 | 4.27 M | $326.54 M | 2.44% | 1.42% |
| MORGAN STANLEY | 08/13/2026 | 4.07 M | $311.38 M | -13.65% | 1.35% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 3.53 M | $270.30 M | -3.68% | 1.18% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 3.19 M | $243.75 M | 2.49% | 1.06% |
| FIL LTD | 08/13/2026 | 2.66 M | $203.15 M | -12.54% | 0.88% |
| NORTHERN TRUST CORP | 08/13/2026 | 2.65 M | $202.43 M | -2.90% | 0.88% |
| MAGELLAN ASSET MANAGEMENT LTD | 08/13/2026 | 2.54 M | $194.24 M | 25.70% | 0.84% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 2.48 M | $189.37 M | -4.21% | 0.82% |
| LORD, ABBETT & CO. LLC | 08/14/2026 | 2.43 M | $186.26 M | -26.41% | 0.81% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 2.42 M | $184.77 M | -4.71% | 0.80% |
| PARNASSUS INVESTMENTS, LLC | 07/29/2026 | 2.22 M | $169.81 M | 13.65% | 0.74% |
| BARCLAYS PLC | 08/14/2026 | 2.18 M | $166.44 M | -27.36% | 0.72% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 2.11 M | $161.45 M | 2.68% | 0.70% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 2.11 M | $161.45 M | 100.00% | 0.70% |
| REAVES W H & CO INC | 07/30/2026 | 1.91 M | $146.05 M | -9.70% | 0.64% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 1.86 M | $142.14 M | 132.70% | 0.62% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 1.77 M | $135.23 M | 0.45% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 1.73 M | $132.72 M | 0.65% | 0.58% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.70 M | $130.36 M | 358.62% | 0.57% |
| UBS GROUP AG | 08/13/2026 | 1.70 M | $130.32 M | -9.68% | 0.57% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 1.69 M | $129.15 M | -34.97% | 0.56% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.65 M | $126.01 M | 4.16% | 0.55% |
| JENNISON ASSOCIATES LLC | 08/03/2026 | 1.52 M | $116.09 M | -4.42% | 0.50% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 08/13/2026 | 1.45 M | $111.21 M | 0.00% | 0.48% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/14/2026 | 1.43 M | $109.16 M | 198.21% | 0.47% |
| IA GLOBAL ASSET MANAGEMENT INC. | 07/29/2026 | 1.43 M | $109.08 M | 7.77% | 0.47% |
| AMUNDI | 08/11/2026 | 1.41 M | $107.68 M | -10.79% | 0.47% |
| DEKABANK DEUTSCHE GIROZENTRALE | 08/05/2026 | 1.33 M | $103.12 M | 0.00% | 0.44% |
| COHEN & STEERS, INC. | 08/14/2026 | 1.32 M | $100.61 M | 100.00% | 0.44% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 08/14/2026 | 1.31 M | $99.93 M | -9.81% | 0.43% |
| PFA PENSION, FORSIKRINGSAKTIESELSKAB | 08/12/2026 | 1.24 M | $94.98 M | 100.00% | 0.41% |
| HSBC HOLDINGS PLC | 08/14/2026 | 1.19 M | $91.34 M | 143.08% | 0.40% |
CMS Energy Corporation institutional Ownership - FAQ's
During the previous two years, 1256 institutional investors and hedge funds held shares of CMS Energy Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 33.07 M
VANGUARD CAPITAL MANAGEMENT LLC: 20.17 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 19.05 M
STATE STREET CORP: 17.71 M
JPMORGAN CHASE & CO: 16.41 M
WELLINGTON MANAGEMENT GROUP LLP: 12.16 M
105.52% of CMS Energy Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 465.34 M shares in the last 24 months. This purchase volume represents approximately $35.95 B in transactions.