| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 8.8% | $1,943,353,184 | 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% | $490,398,242 | -$674,437,571 | 6,970,835 | -58% | T. Rowe Price Associates, Inc. | 30 Jun 2025 |
As of 30 Sep 2025, 766 institutional investors reported holding 289,293,407 shares of CMS ENERGY CORP - Common Stock, $0.01 par value (CMS). This represents 96% of the company’s total 302,325,459 outstanding shares.
The largest institutional shareholders of CMS ENERGY CORP - Common Stock, $0.01 par value (CMS) together control 69% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | 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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 4,733,677 | $331,281,802 | +$38,626,548 | $69.93 | 110 |
| 2025 Q3 | 289,293,407 | $21,179,435,523 | -$428,386,368 | $73.26 | 766 |
| 2025 Q2 | 295,237,884 | $20,446,990,779 | +$800,089,430 | $69.28 | 737 |
| 2025 Q1 | 284,332,087 | $21,349,400,973 | +$48,952,288 | $75.11 | 725 |
| 2024 Q4 | 284,304,723 | $18,944,396,466 | -$90,307,034 | $66.65 | 707 |
| 2024 Q3 | 284,669,586 | $20,096,862,458 | +$367,363,116 | $70.63 | 699 |
| 2024 Q2 | 278,110,611 | $16,555,784,793 | -$68,789,135 | $59.53 | 676 |
| 2024 Q1 | 279,850,904 | $16,874,936,264 | -$51,909,813 | $60.34 | 657 |
| 2023 Q4 | 280,583,971 | $16,295,794,438 | +$309,509,118 | $58.07 | 627 |
| 2023 Q3 | 275,351,068 | $14,630,738,272 | -$123,958,423 | $53.11 | 610 |
| 2023 Q2 | 277,513,287 | $16,308,174,678 | +$239,278,355 | $58.75 | 619 |
| 2023 Q1 | 272,081,352 | $16,696,358,473 | -$19,878,099 | $61.38 | 625 |
| 2022 Q4 | 271,940,681 | $17,225,101,061 | +$327,259,866 | $63.33 | 626 |
| 2022 Q3 | 268,976,579 | $15,671,764,419 | +$15,352,274 | $58.24 | 610 |
| 2022 Q2 | 267,818,034 | $18,072,556,408 | +$269,590,095 | $67.50 | 608 |
| 2022 Q1 | 265,073,599 | $18,528,322,848 | +$56,867,921 | $69.94 | 618 |
| 2021 Q4 | 264,438,226 | $17,186,544,317 | -$43,064,432 | $65.05 | 569 |
| 2021 Q3 | 264,730,762 | $15,800,667,604 | +$98,292,200 | $59.73 | 555 |
| 2021 Q2 | 263,162,169 | $15,533,950,090 | +$111,543,466 | $59.08 | 569 |
| 2021 Q1 | 260,690,739 | $15,946,290,887 | +$58,306,386 | $61.22 | 558 |
| 2020 Q4 | 260,483,101 | $15,867,216,575 | +$68,400,906 | $61.01 | 547 |
| 2020 Q3 | 259,144,813 | $15,897,365,123 | -$375,349,034 | $61.41 | 552 |
| 2020 Q2 | 264,876,708 | $15,495,562,270 | +$145,408,782 | $58.42 | 547 |
| 2020 Q1 | 264,908,876 | $15,566,127,808 | +$62,467,280 | $58.75 | 551 |
| 2019 Q4 | 263,800,159 | $16,571,846,170 | +$2,525,289 | $62.84 | 571 |
| 2019 Q3 | 264,151,082 | $16,888,840,470 | -$67,518,679 | $63.95 | 548 |
| 2019 Q2 | 264,460,184 | $15,304,338,724 | +$141,243,820 | $57.91 | 537 |
| 2019 Q1 | 263,305,819 | $14,618,525,409 | +$17,739,558 | $55.54 | 561 |
| 2018 Q4 | 263,008,437 | $13,052,523,996 | -$101,593,422 | $49.65 | 547 |
| 2018 Q3 | 264,806,302 | $12,972,273,842 | +$1,174,572,281 | $49.00 | 512 |
| 2018 Q2 | 241,037,380 | $11,392,630,174 | -$402,236,622 | $47.28 | 498 |
| 2018 Q1 | 249,349,409 | $11,289,682,795 | -$11,199,227 | $45.29 | 487 |
| 2017 Q4 | 249,485,009 | $11,795,284,487 | +$86,782,229 | $47.30 | 513 |
| 2017 Q3 | 246,726,904 | $11,429,654,900 | +$89,932 | $46.32 | 470 |
| 2017 Q2 | 247,969,803 | $11,468,627,148 | +$252,724,732 | $46.25 | 474 |
| 2017 Q1 | 243,988,250 | $10,916,081,328 | +$1,075,844,715 | $44.74 | 488 |
| 2016 Q4 | 246,986,521 | $10,278,527,637 | -$159,858,292 | $41.62 | 482 |
| 2016 Q3 | 250,433,579 | $10,515,424,400 | -$78,647,193 | $42.01 | 460 |
| 2016 Q2 | 251,716,465 | $11,531,903,523 | +$142,396,327 | $45.86 | 480 |
| 2016 Q1 | 248,507,753 | $10,533,843,336 | -$173,818,338 | $42.44 | 465 |
| 2015 Q4 | 252,552,355 | $9,114,150,536 | +$20,717,561 | $36.08 | 426 |
| 2015 Q3 | 252,633,469 | $8,921,858,244 | +$403,279,336 | $35.32 | 413 |
| 2015 Q2 | 241,835,991 | $7,700,268,129 | -$60,491,007 | $31.84 | 404 |
| 2015 Q1 | 246,824,676 | $8,617,809,469 | +$217,504,342 | $34.91 | 416 |
| 2014 Q4 | 236,579,758 | $8,222,327,929 | +$1,138,154 | $34.75 | 411 |
| 2014 Q3 | 235,808,280 | $6,993,755,091 | +$61,370,380 | $29.66 | 388 |
| 2014 Q2 | 233,927,908 | $7,284,040,710 | -$107,328,816 | $31.15 | 399 |
| 2014 Q1 | 238,440,984 | $6,981,441,179 | +$91,995,997 | $29.28 | 400 |