CMS Energy Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 33.56 M | $2.60 B | 2.92% | 11.17% |
| 05/15/2026 | 19.88 M | $1.54 B | 100.00% | 6.61% | |
| 05/08/2026 | 18.79 M | $1.46 B | 100.00% | 6.25% | |
| STATE STREET CORP | 05/15/2026 | 18.10 M | $1.40 B | 1.82% | 6.02% |
| JPMORGAN CHASE & CO | 05/13/2026 | 15.84 M | $1.22 B | -5.15% | 5.27% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 8.53 M | $659.20 M | 2.46% | 2.84% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 05/15/2026 | 8.14 M | $631.13 M | 17.02% | 2.71% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 7.75 M | $600.88 M | 6.84% | 2.58% |
| INVESCO LTD. | 05/12/2026 | 7.65 M | $593.11 M | 2.18% | 2.54% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 7.63 M | $614.26 M | -7.76% | 2.54% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 6.84 M | $530.59 M | -7.41% | 2.28% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 6.66 M | $516.37 M | 13,011.54% | 2.21% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 5.42 M | $420.64 M | -3.59% | 1.80% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 4.93 M | $382.74 M | 0.66% | 1.64% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 4.78 M | $370.72 M | 16.75% | 1.59% |
| MORGAN STANLEY | 05/15/2026 | 4.71 M | $365.71 M | 2.19% | 1.57% |
| GQG PARTNERS LLC | 05/12/2026 | 4.41 M | $342.33 M | -2.38% | 1.47% |
| PICTET ASSET MANAGEMENT HOLDING SA | 04/22/2026 | 4.17 M | $323.26 M | 16.68% | 1.39% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 3.67 M | $284.60 M | 7.84% | 1.22% |
| LORD, ABBETT & CO. LLC | 05/14/2026 | 3.31 M | $256.69 M | -0.84% | 1.10% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 3.11 M | $241.18 M | -0.94% | 1.03% |
| FIL LTD | 05/15/2026 | 3.04 M | $235.55 M | 0.79% | 1.01% |
| BARCLAYS PLC | 05/15/2026 | 3.00 M | $232.38 M | 368.83% | 1.00% |
| NORTHERN TRUST CORP | 05/14/2026 | 2.73 M | $211.42 M | -3.23% | 0.91% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 2.60 M | $201.40 M | -27.56% | 0.86% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 2.58 M | $200.49 M | -2.61% | 0.86% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 2.53 M | $196.64 M | -4.94% | 0.84% |
| REAVES W H & CO INC | 05/07/2026 | 2.11 M | $164.02 M | 1.29% | 0.70% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 2.06 M | $159.46 M | 3.38% | 0.68% |
| MAGELLAN ASSET MANAGEMENT LTD | 05/12/2026 | 2.02 M | $156.71 M | 698.73% | 0.67% |
| PARNASSUS INVESTMENTS, LLC | 05/12/2026 | 1.95 M | $151.53 M | 32.63% | 0.65% |
| UBS GROUP AG | 05/05/2026 | 1.89 M | $146.32 M | 62.27% | 0.63% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 1.76 M | $136.52 M | -6.18% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 1.72 M | $133.73 M | 100.00% | 0.57% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 1.59 M | $123.17 M | -2.00% | 0.53% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.58 M | $122.66 M | 3.30% | 0.53% |
| AMUNDI | 05/18/2026 | 1.58 M | $122.40 M | -3.96% | 0.52% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 04/28/2026 | 1.45 M | $112.78 M | 0.00% | 0.48% |
| MACQUARIE MANAGEMENT HOLDINGS, INC. | 05/15/2026 | 1.45 M | $112.36 M | -32.64% | 0.48% |
| DEKABANK DEUTSCHE GIROZENTRALE | 05/07/2026 | 1.33 M | $105.24 M | 0.00% | 0.44% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 05/14/2026 | 1.33 M | $103.39 M | -10.01% | 0.44% |
| IA GLOBAL ASSET MANAGEMENT INC. | 04/23/2026 | 1.32 M | $102.65 M | 0.00% | 0.44% |
| FMR LLC | 05/15/2026 | 1.15 M | $89.53 M | 18.17% | 0.38% |
| SOROBAN CAPITAL PARTNERS LP | 05/15/2026 | 1.06 M | $82.14 M | 0.00% | 0.35% |
| BAHL & GAYNOR INC | 05/07/2026 | 1.04 M | $81.06 M | 15.54% | 0.35% |
| SOROS FUND MANAGEMENT LLC | 05/15/2026 | 1.03 M | $80.25 M | -6.51% | 0.34% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 1.03 M | $79.94 M | -31.53% | 0.34% |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 04/16/2026 | 1.02 M | $79.39 M | 28.63% | 0.34% |
| ROYAL BANK OF CANADA | 05/15/2026 | 1.01 M | $78.61 M | -9.30% | 0.34% |
| NUVEEN, LLC | 04/30/2026 | 990.21 K | $76.82 M | -9.43% | 0.33% |
CMS Energy Corporation institutional Ownership - FAQ's
During the previous two years, 1182 institutional investors and hedge funds held shares of CMS Energy Corporation. The most heavily invested institutionals were:
BlackRock, Inc.: 33.56 M
STATE STREET CORP: 18.1 M
JPMORGAN CHASE & CO: 15.84 M
GEODE CAPITAL MANAGEMENT, LLC: 8.53 M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main: 8.14 M
DEUTSCHE BANK AG\: 7.75 M
99.03% of CMS Energy Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 410.03 M shares in the last 24 months. This purchase volume represents approximately $31.68 B in transactions.