CMS Energy Corporation
CMS Energy Corporation (CMS) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · CMS · as of Mar 31, 2025
Ownership Breakdown
744
Institutional Holders
▲ 21 vs Q4
$21.55B
Total Inst. Value
▲ $2.60B vs Q4
308.92M
Shares Outstanding
freeFloat 31.86%
286.98M
13F Shares Held
▲ 2.57M vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
CMS largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC electric & other services combined | 38.34M | 12.86% | 12.86% | $2.88T | May 9, 2025 | ▲ 166.3K |
BLACKROCK, INC. electric & other services combined | 30.80M | 10.33% | 10.33% | $2.31T | May 2, 2025 | ▼ 525.7K |
JPMORGAN CHASE & CO electric & other services combined | 23.37M | 7.84% | 7.84% | $1.76T | May 12, 2025 | ▼ 2.21M |
STATE STREET CORP electric & other services combined | 16.68M | 5.59% | 5.59% | $1.25T | May 15, 2025 | ▲ 503.5K |
PRICE T ROWE ASSOCIATES INC /MD/ electric & other services combined | 16.55M | 5.55% | 5.55% | $1.24T | May 14, 2025 | ▲ 2.30M |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ electric & other services combined | 9.63M | 3.23% | 3.23% | $723.21B | May 2, 2025 | ▼ 112.7K |
GEODE CAPITAL MANAGEMENT, LLC electric & other services combined | 7.89M | 2.65% | 2.65% | $590.85B | May 13, 2025 | ▲ 282.0K |
INVESCO LTD. electric & other services combined | 7.02M | 2.35% | 2.35% | $527.23B | May 12, 2025 | ▲ 1.96M |
WELLS FARGO & COMPANY/MN electric & other services combined | 6.22M | 2.09% | 2.09% | $467.46B | May 13, 2025 | ▲ 305.2K |
MORGAN STANLEY electric & other services combined | 5.68M | 1.91% | 1.91% | $426.76B | May 15, 2025 | ▼ 104.2K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
26
Increased
+11.14M shares2
New Positions
first time holders22
Decreased
−4.60M shares0
Sold Out
fully exitedNet shares change (top 50)
+6.54M
+11.14M / −4.60M
Net new holders
+6
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
CMS insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
10
Buy transactions
1
Sell transactions
10.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Hofmeister Brandon J. Senior Vice President | May 26, 2026 | Sale | 3,000 | $74.31 | $222.9K | 67.1K | Form 4 ↗ |
Wright Laura director | May 8, 2026 | Award | 2,411 | — | — | 43.6K | Form 4 ↗ |
TANSKI RONALD J director | May 8, 2026 | Award | 2,411 | — | — | 20.9K | Form 4 ↗ |
RUSSELL JOHN G director | May 8, 2026 | Award | 2,411 | — | — | 134.1K | Form 4 ↗ |
Keyes Richard Patrick director | May 8, 2026 | Award | 2,411 | — | — | 3.2K | Form 4 ↗ |
Sznewajs John G director | May 8, 2026 | Award | 2,411 | — | — | 37.6K | Form 4 ↗ |
Soto Myrna director | May 8, 2026 | Award | 2,411 | — | — | 41.0K | Form 4 ↗ |
SHANK SUZANNE F. director | May 8, 2026 | Award | 2,411 | — | — | 23.7K | Form 4 ↗ |
IZZO RALPH director | May 8, 2026 | Award | 2,411 | — | — | 10.8K | Form 4 ↗ |
Leopold Diane director | May 8, 2026 | Award | 2,411 | — | — | 5.2K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
CMS Energy Corporation (CMS) is primarily owned by institutional investors, who hold approximately 92.9% of total shares outstanding. Company insiders own approximately 68.14%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of CMS Energy Corporation is VANGUARD GROUP INC, holding approximately 38.34 million shares — equal to 12.86% of outstanding shares — as of March 31, 2025.
A total of 744 institutional investors currently hold CMS stock, with a combined institutional value of approximately $21.55 billion as of the most recent 13F filing period.
Frequently asked questions
CMS ownershipCMS Energy Corporation (CMS) is primarily owned by institutional investors, who hold approximately 92.9% of shares. The largest shareholder is VANGUARD GROUP INC with a 12.86% stake. Company insiders hold 68.14%. Data sourced from SEC Form 13F as of March 31, 2025.