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CMS Energy Corporation (CMS) Institutional Ownership & Insider Trading

819 institutions reported holding CMS Energy Corporation shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 8 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

CMSCMS Energy CorporationFollow CMS — free
Utilities - Regulated Electric · Utilities
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Price chart with a free account
Market cap
21.8B
P/E TTM
20.9
Dividend yield
3.2%
52-week
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Next earnings
27 Oct, in 3 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

819 institutions held —% of the shares. Across filers that reported both quarters, shares held changed +4.5%.

Increased+301New+73Decreased-206Closed-63

Largest moves, shares (millions)

Wellington Management Group+5.5MCapital International…+5.3MAmeriprise Financial+1.5MT. Rowe Price Associates-0.9MLord, Abbett-0.9MBarclays-0.8M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-3.1Sep 24-28.9Dec 24+2.6Mar 25+5.4Jun 25+15.6Sep 25-22.1Dec 25+6.6Mar 26+13.5Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 26819316+4.5%3017320663
Mar 26790297+2.7%2616622067
Dec 25782293-7.2%2464723753
Sep 25759308+5.3%2416920339
Jun 25732295+1.9%2415920951
Mar 25715284+0.9%2396419748
Dec 24692283-9.4%2205418966
Sep 24689283-1.2%2296419043

CMS Energy Corporation — questions

Who owns CMS Energy Corporation stock?
819 institutions reported CMS Energy Corporation shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (10.6%), VANGUARD CAPITAL MANAGEMENT LLC (6.4%), VANGUARD PORTFOLIO MANAGEMENT LLC (6.1%).
Are CMS Energy Corporation insiders buying or selling?
8 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from CMS Energy Corporation's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.