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CMS Energy Corporation (CMS) institutional ownership

Latest close $72.88 Jul 20, 2026
Market cap$24.1B 52-week range SectorUtilities
Funds holding · Q1 2026
742
reported CMS position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Net bought $331M
403 buyers · 339 sellers

CMS Energy Corporation (CMS) price and institutional activity

Dates

Q1 2026

$1.9B bought by 403 investors
Wellington Management Group LLP$490MBarclays PLC$175M +401 more
$1.6B sold by 339 investors
Norges-$335MCitadel Advisors LLC-$124M +337 more
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Bought Sold Totals per quarter; hover a bar for the names.

CMS Energy Corporation (CMS) institutional activity · 742

Investor Type Est. change Change Δ Own Date
Wellington Management Group LLP · Added +$490M
Change +6.6M Δ Own +13011.5% Date Q1 2026
Wellington Management Group LLP Added· Q1 2026 +$490M +6.6M +13011.5% Q1 2026
Norges · Exited −$335M
Change −4.5M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −$335M −4.5M −100.0% Q1 2026
Barclays PLC · Added +$175M
Change +2.4M Date Q1 2026
Barclays PLC Added· Q1 2026 +$175M +2.4M Q1 2026
Magellan Asset Management Ltd · Added +$131M
Change +1.8M Date Q1 2026
Magellan Asset Management Ltd Added· Q1 2026 +$131M +1.8M Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −$124M −1.7M −95.1% Q1 2026
Vanguard · Added +$94M
Change +1.3M Date Q1 2026
Vanguard Added· Q1 2026 +$94M +1.3M Q1 2026
Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt AM Main · Added +$88M
Change +1.2M Date Q1 2026
Dz Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt AM Main Added· Q1 2026 +$88M +1.2M Q1 2026
T. Rowe Price Associates · Reduced −$73M
Change −987K Date Q1 2026
T. Rowe Price Associates Reduced· Q1 2026 −$73M −987K Q1 2026
BlackRock · Added +$71M
Change +952K Date Q1 2026
BlackRock Added· Q1 2026 +$71M +952K Q1 2026
Freestone Grove Partners LP · Exited −$69M
Change −927K Δ Own −100.0% Date Q1 2026
Freestone Grove Partners LP Exited· Q1 2026 −$69M −927K −100.0% Q1 2026
JPMorgan Chase & Co · Reduced −$64M
Change −861K Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −$64M −861K Q1 2026
Zimmer Partners, LP · Exited −$55M
Change −742K Δ Own −100.0% Date Q1 2026
Zimmer Partners, LP Exited· Q1 2026 −$55M −742K −100.0% Q1 2026
UBS Group AG · Added +$54M
Change +724K Date Q1 2026
UBS Group AG Added· Q1 2026 +$54M +724K Q1 2026
Nomura Asset Management International Inc. · Reduced −$52M
Change −702K Date Q1 2026
Nomura Asset Management International Inc. Reduced· Q1 2026 −$52M −702K Q1 2026
Goldman Sachs Group Inc · Added +$51M
Change +685K Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +$51M +685K Q1 2026
Data through Q1 2026 · filed Jun 11, 2026
15 of 742

Famous investor activity in CMS Energy Corporation (CMS)

CMS Energy Corporation (CMS) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Maddipati Srikanth · Officer Grant (A) 10K
Owned 35K Trade date Jun 15, 2026 Filed date Jun 16, 2026
Maddipati Srikanth Officer Grant (A) 10K 35K Jun 15, 2026 Jun 16, 2026
Hofmeister Brandon J. · Officer Sell −$223K
Price $74.31 Qty −3K Owned 67K Trade date May 26, 2026 Filed date May 27, 2026
Hofmeister Brandon J. Officer Sell $74.31 −3K −$223K 67K May 26, 2026 May 27, 2026
Wright Laura · Director Grant (A) 2K
Owned 44K Trade date May 8, 2026 Filed date May 11, 2026
Wright Laura Director Grant (A) 2K 44K May 8, 2026 May 11, 2026
Tanski Ronald J. · Director Grant (A) 2K
Owned 21K Trade date May 8, 2026 Filed date May 11, 2026
Tanski Ronald J. Director Grant (A) 2K 21K May 8, 2026 May 11, 2026
Russell John G. · Director Grant (A) 2K
Owned 134K Trade date May 8, 2026 Filed date May 11, 2026
Russell John G. Director Grant (A) 2K 134K May 8, 2026 May 11, 2026
Keyes Richard Patrick · Director Grant (A) 2K
Owned 3K Trade date May 8, 2026 Filed date May 11, 2026
Keyes Richard Patrick Director Grant (A) 2K 3K May 8, 2026 May 11, 2026
Sznewajs John G. · Director Grant (A) 2K
Owned 38K Trade date May 8, 2026 Filed date May 11, 2026
Sznewajs John G. Director Grant (A) 2K 38K May 8, 2026 May 11, 2026
Soto Myrna · Director Grant (A) 2K
Owned 41K Trade date May 8, 2026 Filed date May 11, 2026
Soto Myrna Director Grant (A) 2K 41K May 8, 2026 May 11, 2026
Shank Suzanne F. · Director Grant (A) 2K
Owned 24K Trade date May 8, 2026 Filed date May 11, 2026
Shank Suzanne F. Director Grant (A) 2K 24K May 8, 2026 May 11, 2026
Izzo Ralph · Director Grant (A) 2K
Owned 11K Trade date May 8, 2026 Filed date May 11, 2026
Izzo Ralph Director Grant (A) 2K 11K May 8, 2026 May 11, 2026
Leopold Diane · Director Grant (A) 2K
Owned 5K Trade date May 8, 2026 Filed date May 11, 2026
Leopold Diane Director Grant (A) 2K 5K May 8, 2026 May 11, 2026
Butler Deborah H. · Director Grant (A) 2K
Owned 40K Trade date May 8, 2026 Filed date May 11, 2026
Butler Deborah H. Director Grant (A) 2K 40K May 8, 2026 May 11, 2026
McIntosh Scott B. · Officer Tax withholding or exercise payment (F) -$91K
Price $76.33 Qty -1K Owned 24K Trade date Mar 26, 2026 Filed date Mar 30, 2026
McIntosh Scott B. Officer Tax withholding or exercise payment (F) $76.33 -1K -$91K 24K Mar 26, 2026 Mar 30, 2026
McIntosh Scott B. · Officer Grant (A) 1K
Owned 25K Trade date Mar 26, 2026 Filed date Mar 30, 2026
McIntosh Scott B. Officer Grant (A) 1K 25K Mar 26, 2026 Mar 30, 2026
Snyder Lauren Y. · Officer Tax withholding or exercise payment (F) -$44K
Price $76.33 Qty -574 Owned 17K Trade date Mar 26, 2026 Filed date Mar 30, 2026
Snyder Lauren Y. Officer Tax withholding or exercise payment (F) $76.33 -574 -$44K 17K Mar 26, 2026 Mar 30, 2026
15 of 59
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CMS Energy Corporation (CMS) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 37.0M
% of shares outstanding 12.7% Filing date Feb 13, 2024
Vanguard Group Inc 37.0M 12.7% Feb 13, 2024
BlackRock Inc. 29.3M
% of shares outstanding 10.0% Filing date Jan 8, 2024
BlackRock Inc. 29.3M 10.0% Jan 8, 2024
JPMorgan Chase & Co 23.3M
% of shares outstanding 7.7% Filing date Oct 17, 2024
JPMorgan Chase & Co 23.3M 7.7% Oct 17, 2024
Vanguard Capital Management LLC 23.1M
% of shares outstanding 7.5% Filing date Apr 29, 2026
Vanguard Capital Management LLC 23.1M 7.5% Apr 29, 2026
Vanguard Portfolio Management LLC 18.8M
% of shares outstanding 6.1% Filing date Apr 29, 2026
Vanguard Portfolio Management LLC 18.8M 6.1% Apr 29, 2026
State Street Corp
% of shares outstanding 5.9% Filing date Jan 25, 2024
State Street Corp 5.9% Jan 25, 2024
JPMorgan Chase & Co 15.5M
% of shares outstanding 5.0% Filing date May 12, 2026
JPMorgan Chase & Co 15.5M 5.0% May 12, 2026
T. Rowe Price Associates 4.9M
% of shares outstanding 1.7% Filing date Feb 14, 2023
T. Rowe Price Associates 4.9M 1.7% Feb 14, 2023
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CMS Energy Corporation (CMS) ownership FAQ

Who owns CMS?

742 reporting institutions disclosed CMS position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.