CMS ENERGY CORP - Common Stock, $0.01 par value (CMS)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $0.01 par value
Symbol
CMS on NYSE
Shares outstanding
302,325,459
Price per share
$69.93
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
289,262,090
Holdings value
$21,177,197,023
% of all portfolios
0.01%
Share change
-6,180,619
Value change
-$428,824,792
Average buys %
+0%
Average sells %
-0%
Number of holders
765
Price from insider filings
$72.48
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CMS ENERGY CORP - Common Stock, $0.01 par value (CMS) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.8% $1,888,454,710 26,393,497 BlackRock, Inc. 31 Mar 2025
JPMORGAN CHASE & CO 6.1% $1,351,050,151 18,441,853 JPMORGAN CHASE & CO. 30 Sep 2025
PRICE T ROWE ASSOCIATES INC /MD/ 2.3% -53% $502,109,245 -$690,543,543 6,970,835 -58% T. Rowe Price Associates, Inc. 30 Jun 2025
As of 30 Sep 2025, CMS ENERGY CORP - Common Stock, $0.01 par value (CMS) has 765 institutional shareholders filing 13F forms. They hold 289,262,090 shares of 302,325,459 outstanding shares (96%) .

Top 25 institutional shareholders own 69% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 13% 39,170,301 +0.32% 0.04% $2,869,616,251
BlackRock, Inc. 10% 31,040,841 +0.67% 0.04% $2,274,051,970
JPMORGAN CHASE & CO 6.3% 18,924,105 -9.1% 0.09% $1,386,380,052
STATE STREET CORP 5.9% 17,788,755 +1.9% 0.05% $1,303,204,191
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 2.9% 8,842,605 -5.2% 0.2% $647,809,242
GEODE CAPITAL MANAGEMENT, LLC 2.7% 8,139,557 +1.5% 0.04% $593,943,631
VICTORY CAPITAL MANAGEMENT INC 2.5% 7,477,821 +45% 0.35% $547,825,162
Invesco Ltd. 2.5% 7,438,448 +3.9% 0.09% $544,940,670
PRICE T ROWE ASSOCIATES INC /MD/ 2% 6,096,602 -13% 0.05% $446,638,000
WELLS FARGO & COMPANY/MN 1.9% 5,680,387 -4.3% 0.08% $416,145,092
DEUTSCHE BANK AG\ 1.8% 5,586,560 -5.7% 0.14% $409,271,386
GQG Partners LLC 1.8% 5,421,659 -1.3% 0.61% $397,191,229
MORGAN STANLEY 1.8% 5,404,815 -13% 0.02% $395,956,888
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.7% 5,085,797 +4.8% 0.34% $372,585,489
AMERIPRISE FINANCIAL INC 1.6% 4,900,632 +2.7% 0.08% $358,864,712
GOLDMAN SACHS GROUP INC 1.4% 4,281,832 +6.8% 0.05% $313,687,002
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 1.1% 3,408,872 -26% 0.05% $249,733,962
LORD, ABBETT & CO. LLC 1.1% 3,401,677 +4.7% 0.74% $249,207,000
BANK OF AMERICA CORP /DE/ 1.1% 3,342,214 +0.92% 0.02% $244,850,570
CITADEL ADVISORS LLC 1% 3,018,583 +41% 0.18% $221,141,390
FIL Ltd 0.98% 2,963,352 +0.07% 0.17% $217,095,167
Legal & General Group Plc 0.94% 2,835,632 -2.1% 0.05% $207,738,401
NORTHERN TRUST CORP 0.93% 2,813,173 -2.3% 0.03% $206,093,053
Bank of New York Mellon Corp 0.89% 2,698,734 +24% 0.04% $197,709,247
BARCLAYS PLC 0.73% 2,194,480 +68% 0.06% $160,767,605

Institutional Holders of CMS ENERGY CORP - Common Stock, $0.01 par value (CMS) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 1,261,839 $88,261,469 +$19,711,183 $69.93 25
2025 Q3 289,262,090 $21,177,197,023 -$428,824,792 $73.26 765
2025 Q2 295,237,884 $20,446,990,779 +$800,089,941 $69.28 737
2025 Q1 284,282,456 $21,345,673,042 +$51,772,048 $75.11 723
2024 Q4 284,164,074 $18,935,090,681 +$48,096,134 $66.65 699
2024 Q3 282,459,045 $19,940,736,443 +$206,137,832 $70.63 697
2024 Q2 278,409,438 $16,573,563,421 +$63,793,070 $59.53 670
2024 Q1 278,037,866 $16,765,537,955 -$171,307,922 $60.34 655
2023 Q4 931,430 $54,201,512 +$8,823,411 $58.07 8
2023 Q3 272,739,113 $14,492,019,005 -$97,315,387 $53.11 601
2023 Q2 270,942,680 $15,922,150,299 +$120,799,980 $58.75 609
2023 Q1 272,037,412 $16,693,662,511 -$67,775,440 $61.38 618
2022 Q4 266,128,316 $16,857,110,569 +$284,466,169 $63.33 615
2022 Q3 268,403,994 $15,638,187,435 +$7,378,886 $58.24 599
2022 Q2 266,435,782 $17,958,005,021 +$216,196,591 $67.50 597
2022 Q1 263,600,394 $18,425,284,994 +$104,750,047 $69.94 604
2021 Q4 264,405,327 $17,184,404,644 -$38,790,626 $65.05 563
2021 Q3 264,706,515 $15,799,219,130 +$100,472,802 $59.73 549
2021 Q2 263,137,928 $15,532,517,016 +$186,675,767 $59.08 561
2021 Q1 258,584,135 $15,815,488,133 -$65,136,182 $61.22 552
2020 Q4 255,244,302 $15,547,597,573 +$72,594,086 $61.01 538
2020 Q3 253,879,725 $15,574,043,189 -$369,470,515 $61.41 544
2020 Q2 259,562,391 $15,156,256,933 +$147,388,439 $58.42 537
2020 Q1 255,071,951 $14,988,248,669 +$57,383,015 $58.75 540
2019 Q4 233,508,970 $14,668,367,019 -$94,079,810 $62.84 562
2019 Q3 233,830,711 $14,949,857,447 -$80,928,623 $63.95 543
2019 Q2 258,583,327 $14,964,013,797 +$278,246,641 $57.91 530
2019 Q1 263,107,484 $14,607,517,520 +$14,276,882 $55.54 557
2018 Q4 247,216,574 $12,268,572,202 -$119,146,255 $49.65 539
2018 Q3 264,636,221 $12,963,906,128 +$1,177,954,708 $49.00 507
2018 Q2 235,713,072 $11,140,905,418 -$312,259,509 $47.28 490
2018 Q1 243,418,686 $11,021,085,070 -$20,079,700 $45.29 481
2017 Q4 248,939,591 $11,769,495,730 +$86,650,780 $47.30 508
2017 Q3 246,164,921 $11,403,634,159 -$514,931 $46.32 465
2017 Q2 246,494,301 $11,400,387,408 +$239,093,173 $46.25 469
2017 Q1 242,432,243 $10,846,464,612 +$1,113,085,002 $44.74 484
2016 Q4 246,523,512 $10,259,246,686 -$162,865,346 $41.62 476
2016 Q3 250,121,388 $10,502,303,400 -$82,819,973 $42.01 457
2016 Q2 251,343,648 $11,514,827,487 +$106,666,693 $45.86 476
2016 Q1 247,881,141 $10,507,254,336 -$174,178,596 $42.44 461
2015 Q4 252,516,720 $9,112,865,536 +$20,692,547 $36.08 424
2015 Q3 252,607,932 $8,920,957,244 +$399,916,180 $35.32 411
2015 Q2 238,155,739 $7,583,095,129 -$42,630,141 $31.84 401
2015 Q1 246,467,059 $8,605,354,572 +$217,672,220 $34.91 417
2014 Q4 236,552,544 $8,221,381,929 -$108,585,881 $34.75 410
2014 Q3 235,804,625 $6,993,647,091 +$62,006,730 $29.66 389
2014 Q2 233,914,903 $7,283,635,710 -$104,522,569 $31.15 401
2014 Q1 238,407,378 $6,980,456,179 +$88,215,219 $29.28 402