CMS Energy Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 37.86 M | $2.67 B | 0.15% | 12.57% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 30.66 M | $2.17 B | 100.00% | 10.18% |
| JPMORGAN CHASE & CO | 12/26/2024 | 27.01 M | $1.91 B | 7.82% | 8.97% |
| STATE STREET CORP | 11/14/2024 | 16.32 M | $1.15 B | 1.57% | 5.42% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2024 | 10.77 M | $760.75 M | 255.32% | 3.58% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11/12/2024 | 7.61 M | $537.50 M | 10.44% | 2.53% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 7.51 M | $528.71 M | 1.42% | 2.49% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 6.16 M | $435.25 M | -0.41% | 2.05% |
| MORGAN STANLEY | 11/14/2024 | 5.98 M | $422.49 M | -9.39% | 1.99% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 5.04 M | $356.48 M | -24.83% | 1.67% |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 11/14/2024 | 4.73 M | $334.31 M | 11.38% | 1.57% |
| INVESCO LTD. | 11/12/2024 | 4.55 M | $321.19 M | -0.01% | 1.51% |
| AMUNDI | 11/13/2024 | 4.48 M | $313.56 M | -0.34% | 1.49% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 3.70 M | $261.14 M | -6.96% | 1.23% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 3.62 M | $255.79 M | -5.01% | 1.20% |
| GQG PARTNERS LLC | 11/13/2024 | 3.40 M | $240.41 M | 3,578.30% | 1.13% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 3.33 M | $235.04 M | 34.52% | 1.10% |
| FIL LTD | 11/13/2024 | 2.95 M | $208.24 M | 3.32% | 0.98% |
| PICTET ASSET MANAGEMENT HOLDING SA | 11/12/2024 | 2.76 M | $195.16 M | -10.38% | 0.92% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 2.75 M | $191.81 M | -3.18% | 0.91% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 2.32 M | $163.81 M | -25.29% | 0.77% |
| PERPETUAL LTD | 10/09/2024 | 2.30 M | $162.30 M | -10.61% | 0.76% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 2.29 M | $161.88 M | -35.88% | 0.76% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 2.21 M | $156.28 M | 2.48% | 0.73% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 1.96 M | $138.40 M | -4.46% | 0.65% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 1.82 M | $128.72 M | 1.40% | 0.61% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 1.57 M | $113.64 M | -14.79% | 0.52% |
| IA GLOBAL ASSET MANAGEMENT INC. | 11/15/2024 | 1.55 M | $109.67 M | -0.20% | 0.52% |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | 11/15/2024 | 1.54 M | $108.96 M | -4.49% | 0.51% |
| MAGELLAN ASSET MANAGEMENT LTD | 11/14/2024 | 1.51 M | $106.30 M | -2.79% | 0.50% |
| TRUIST FINANCIAL CORP | 11/13/2024 | 1.47 M | $104.11 M | 100.48% | 0.49% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 1.35 M | $95.35 M | -1.21% | 0.45% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 1.34 M | $94.31 M | 0.20% | 0.44% |
| DEKABANK DEUTSCHE GIROZENTRALE | 10/24/2024 | 1.33 M | $93.78 M | -0.08% | 0.44% |
| REAVES W H & CO INC | 11/05/2024 | 1.33 M | $93.90 M | -0.96% | 0.44% |
| MACQUARIE GROUP LTD | 11/14/2024 | 1.32 M | $93.07 M | -8.48% | 0.44% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.31 M | $92.80 M | 2.53% | 0.44% |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 11/14/2024 | 1.20 M | $84.98 M | 64.62% | 0.40% |
| BROOKFIELD CORP /ON/ | 11/15/2024 | 1.20 M | $84.74 M | 0.60% | 0.40% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 1.13 M | $79.52 M | 310.16% | 0.37% |
| BANK OF MONTREAL /CAN/ | 11/13/2024 | 1.08 M | $75.90 M | -21.78% | 0.36% |
| ABRDN PLC | 10/25/2024 | 968,101 | $68.34 M | -16.34% | 0.32% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 920,529 | $65.02 M | -4.59% | 0.31% |
| ROYAL BANK OF CANADA | 11/14/2024 | 904,095 | $63.86 M | 13.19% | 0.30% |
| NATIONAL BANK OF CANADA /FI/ | 11/15/2024 | 892,734 | $63.05 M | 404.82% | 0.30% |
| SWISS NATIONAL BANK | 11/07/2024 | 886,400 | $62.61 M | 0.26% | 0.29% |
| UBS GROUP AG | 11/14/2024 | 871,197 | $61.53 M | -16.26% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 838,798 | $59.24 M | -5.21% | 0.28% |
| AMF TJANSTEPENSION AB | 10/28/2024 | 796,882 | $56.32 M | 0.00% | 0.26% |
| UNISUPER MANAGEMENT PTY LTD | 11/14/2024 | 795,346 | $56.18 M | -0.01% | 0.26% |
CMS Energy Corporationinstitutional Ownership - FAQ's
During the previous two years, 1032 institutional investors and hedge funds held shares of CMS Energy Corporation. The most heavily invested institutionals were:
VANGUARD GROUP INC: 37.86 M
BlackRock Funding, Inc. /DE: 30.66 M
JPMORGAN CHASE & CO: 27.01 M
STATE STREET CORP: 16.32 M
PRICE T ROWE ASSOCIATES INC /MD/: 10.77 M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 7.61 M
93.98% of CMS Energy Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 376.63 M shares in the last 24 months. This purchase volume represents approximately $25.01 B in transactions.