CMS Institutional Ownership
CMS Energy Corporation
1W: +3.3%
1M: +10.6%
3M: -5.7%
YTD: -0.4%
1Y: -6.0%
3Y: +39.8%
5Y: +33.4%
$69.03
-0.56 (-0.80%)
After Hours: $69.00 (-0.03, -0.04%)
Weekly Expected Move ±2.7%
$66
$68
$70
$71
$73
Credit Risk of going bust: lower than 80% of companies Debt: 46.9% of company value Bonds: $325.2M held by 343 funds, 85 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.28 (down 97%), CMS Energy Corporation would be worth roughly what it owes.
Total debt $19.30B against a stock market value of $21.82B.
Distance to default 9.63 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $9.96B (short-term plus half of long-term), stock volatility 17.6%; Altman Z'' 0.81. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.28 (down 97%), CMS Energy Corporation would be worth roughly what it owes.
Total debt $19.30B against a stock market value of $21.82B.
Distance to default 9.63 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $9.96B (short-term plus half of long-term), stock volatility 17.6%; Altman Z'' 0.81. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — CMS
905
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$24B
Total Invested
107
New Positions
338
Increased
324
Reduced
82
Closed
0.60
Put/Call Ratio
Ownership Trends
Top Institutional Holders (986 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 33,068,880 | $2.3B | -494,694 | -1.5% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 20,166,948 | $1.4B | +289,651 | +1.5% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19,050,893 | $1.3B | +257,548 | +1.4% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 17,705,946 | $1.2B | -393,087 | -2.2% | 46Q | SEC ↗ |
| 5 | JPMORGAN CHASE & CO | 16,409,389 | $1.1B | +569,705 | +3.6% | 103Q | SEC ↗ |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 12,158,296 | $846M | +5,502,352 | +82.7% | 11Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 8,740,533 | $608M | +212,380 | +2.5% | 92Q | SEC ↗ |
| 8 | DEUTSCHE BANK AG | 8,082,021 | $562M | +336,707 | +4.3% | 52Q | SEC ↗ |
| 9 | DZ BANK AG Deutsche Zentral Genossensc | 7,882,550 | $549M | -252,677 | -3.1% | 39Q | SEC ↗ |
| 10 | Invesco Ltd. | 7,616,465 | $530M | -28,732 | -0.4% | 87Q | SEC ↗ |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 7,242,159 | $504M | -388,214 | -5.1% | 88Q | SEC ↗ |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 6,595,840 | $459M | -243,422 | -3.6% | 47Q | SEC ↗ |
| 13 | AMERIPRISE FINANCIAL INC | 6,461,250 | $450M | +1,530,673 | +31.0% | 16Q | SEC ↗ |
| 14 | Capital International Investors NEW | 5,302,655 | $369M | — | +0.0% | 1Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 5,245,081 | $365M | -176,993 | -3.3% | 101Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 4,844,029 | $337M | +65,496 | +1.4% | 15Q | SEC ↗ |
| 17 | NORGES BANK NEW | 4,837,123 | $337M | — | +0.0% | 1Q | SEC ↗ |
| 18 | GQG Partners LLC | 4,750,161 | $331M | +337,588 | +7.7% | 9Q | SEC ↗ |
| 19 | Pictet Asset Management Holding SA | 4,268,534 | $297M | +101,719 | +2.4% | 12Q | SEC ↗ |
| 20 | MORGAN STANLEY | 4,070,310 | $283M | -643,689 | -13.7% | 60Q | SEC ↗ |
| 21 | BANK OF AMERICA CORP /DE | 3,533,370 | $246M | -135,162 | -3.7% | 15Q | SEC ↗ |
| 22 | UBS AM, a distinct business unit of UB | 3,186,256 | $222M | +77,402 | +2.5% | 63Q | SEC ↗ |
| 23 | FIL Ltd | 2,655,502 | $185M | -380,691 | -12.5% | 52Q | SEC ↗ |
| 24 | NORTHERN TRUST CORP | 2,646,188 | $184M | -78,979 | -2.9% | 110Q | SEC ↗ |
| 25 | Magellan Asset Management Ltd | 2,539,050 | $177M | +519,096 | +25.7% | 54Q | SEC ↗ |
| 26 | Legal & General Group Plc | 2,475,430 | $172M | -108,899 | -4.2% | 27Q | SEC ↗ |
| 27 | LORD, ABBETT & CO. LLC | 2,434,795 | $169M | -873,921 | -26.4% | 15Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 2,415,234 | $168M | -119,455 | -4.7% | 76Q | SEC ↗ |
| 29 | PARNASSUS INVESTMENTS, LLC | 2,219,735 | $154M | +266,522 | +13.6% | 3Q | SEC ↗ |
| 30 | BARCLAYS PLC | 2,175,714 | $151M | -819,649 | -27.4% | 67Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 2,110,447 | $147M | — | +0.0% | 1Q | SEC ↗ |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,110,447 | $147M | +54,991 | +2.7% | 15Q | SEC ↗ |
| 33 | REAVES W H & CO INC | 1,909,154 | $133M | -205,100 | -9.7% | 50Q | SEC ↗ |
| 34 | AQR CAPITAL MANAGEMENT LLC | 1,857,999 | $129M | +1,059,542 | +132.7% | 99Q | SEC ↗ |
| 35 | FRANKLIN RESOURCES INC | 1,767,768 | $123M | +7,990 | +0.5% | 22Q | SEC ↗ |
| 36 | VANGUARD FIDUCIARY TRUST CO | 1,734,843 | $121M | +11,137 | +0.6% | 2Q | SEC ↗ |
| 37 | RAYMOND JAMES FINANCIAL INC | 1,704,029 | $119M | +1,332,474 | +358.6% | 7Q | SEC ↗ |
| 38 | UBS Group AG | 1,703,575 | $119M | -182,496 | -9.7% | 47Q | SEC ↗ |
| 39 | PRICE T ROWE ASSOCIATES INC /MD | 1,688,159 | $117M | -907,816 | -35.0% | 16Q | SEC ↗ |
| 40 | DIMENSIONAL FUND ADVISORS LP | 1,646,965 | $115M | +65,850 | +4.2% | 102Q | SEC ↗ |
| 41 | JENNISON ASSOCIATES LLC | 1,517,533 | $106M | -70,126 | -4.4% | 73Q | SEC ↗ |
| 42 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,453,667 | $101M | — | +0.0% | 15Q | SEC ↗ |
| 43 | Balyasny Asset Management L.P. | 1,426,976 | $99M | +948,456 | +198.2% | 3Q | SEC ↗ |
| 44 | iA Global Asset Management Inc. | 1,425,936 | $99M | +102,769 | +7.8% | 13Q | SEC ↗ |
| 45 | Amundi | 1,407,569 | $98M | -170,214 | -10.8% | 21Q | SEC ↗ |
| 46 | DekaBank Deutsche Girozentrale | 1,333,955 | $93M | — | +0.0% | 60Q | SEC ↗ |
| 47 | COHEN & STEERS, INC. NEW | 1,315,142 | $92M | — | +0.0% | 1Q | SEC ↗ |
| 48 | NOMURA ASSET MANAGEMENT INTERNATIONAL | 1,306,273 | $91M | -142,077 | -9.8% | 3Q | SEC ↗ |
| 49 | PFA Pension, Forsikringsaktieselskab NEW | 1,241,557 | $86M | — | +0.0% | 1Q | SEC ↗ |
| 50 | HSBC HOLDINGS PLC | 1,191,547 | $83M | +701,353 | +143.1% | 44Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Capital International Investors | 5,302,655 | $369M |
| NORGES BANK | 4,837,123 | $337M |
| Sixth Street Partners Management Co | 2,110,447 | $147M |
| COHEN & STEERS, INC. | 1,315,142 | $92M |
| PFA Pension, Forsikringsaktieselska | 1,241,557 | $86M |
| Thiel Macro LLC | 517,124 | $36M |
| Jupiter Topco LLC | 425,689 | $30M |
| NATIXIS | 140,376 | $10M |
| MARSHALL WACE, LLP | 137,065 | $10M |
| KLP KAPITALFORVALTNING AS | 131,800 | $9M |
| Capital International, Inc./CA | 106,968 | $7M |
| ARISTEIA CAPITAL, L.L.C. | 52,200 | $4M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 50,096 | $3M |
| LOGAN CAPITAL MANAGEMENT INC | 44,958 | $3M |
| Sivia Capital Partners, LLC | 33,148 | $2M |
| Jefferies Financial Group Inc. | 27,532 | $2M |
| IMC-Chicago, LLC | 26,820 | $2M |
| Capital Innovations LLC | 23,622 | $2M |
| Ilex Capital Partners (UK) LLP | 21,421 | $1M |
| Nykredit A/S | 17,941 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Freestone Grove Partners LP | 926,977 | $65M |
| Zimmer Partners, LP | 742,500 | $52M |
| Yaupon Capital Management LP | 452,563 | $31M |
| BROOKFIELD Corp /ON | 362,641 | $25M |
| TORTOISE CAPITAL ADVISORS, L.L.C. | 223,947 | $16M |
| Verbena Value LP | 219,500 | $15M |
| Man Group plc | 218,987 | $15M |
| Sourcerock Group LLC | 156,508 | $11M |
| Atlas Wealth LLC | 149,640 | $10M |
| Greenland Capital Management LP | 137,060 | $10M |
| Trexquant Investment LP | 133,399 | $9M |
| Financiere des Professionnels - Fon | 129,245 | $9M |
| RENAISSANCE TECHNOLOGIES LLC | 113,500 | $8M |
| Y-Intercept (Hong Kong) Ltd | 111,834 | $8M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 110,406 | $8M |
| Caisse de depot et placement du Que | 107,180 | $7M |
| Verition Fund Management LLC | 88,543 | $6M |
| Hilltop Holdings Inc. | 64,945 | $5M |
| Lombard Odier Asset Management (Eur | 62,589 | $4M |
| Osmosis Investment Management UK Lt | 55,822 | $4M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | +5,502,352 | +82.7% | 12,158,296 |
| AMERIPRISE FINANCIAL INC | +1,530,673 | +31.0% | 6,461,250 |
| RAYMOND JAMES FINANCIAL INC | +1,332,474 | +358.6% | 1,704,029 |
| AQR CAPITAL MANAGEMENT LLC | +1,059,542 | +132.7% | 1,857,999 |
| Balyasny Asset Management L.P. | +948,456 | +198.2% | 1,426,976 |
| HSBC HOLDINGS PLC | +701,353 | +143.1% | 1,191,547 |
| JPMORGAN CHASE & CO | +569,705 | +3.6% | 16,409,389 |
| Magellan Asset Management Ltd | +519,096 | +25.7% | 2,539,050 |
| Assenagon Asset Management S.A. | +513,331 | +10463.3% | 518,237 |
| Retirement Systems of Alabama | +420,325 | +646.0% | 485,395 |
| CIBC Bancorp USA Inc. | +350,608 | +411.8% | 435,757 |
| GQG Partners LLC | +337,588 | +7.7% | 4,750,161 |
| DEUTSCHE BANK AG | +336,707 | +4.3% | 8,082,021 |
| Quantinno Capital Management LP | +303,395 | +74.3% | 711,608 |
| VANGUARD CAPITAL MANAGEMENT LLC | +289,651 | +1.5% | 20,166,948 |
| BANK OF NOVA SCOTIA | +278,636 | +76.2% | 644,132 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | +266,900 | +3154.5% | 275,361 |
| PARNASSUS INVESTMENTS, LLC | +266,522 | +13.6% | 2,219,735 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +257,548 | +1.4% | 19,050,893 |
| Tredje AP-fonden | +254,571 | +120.7% | 465,446 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD | -907,816 | -35.0% | 1,688,159 |
| LORD, ABBETT & CO. LLC | -873,921 | -26.4% | 2,434,795 |
| BARCLAYS PLC | -819,649 | -27.4% | 2,175,714 |
| CBRE INVESTMENT MANAGEMENT LISTED R | -737,150 | -55.3% | 595,592 |
| MORGAN STANLEY | -643,689 | -13.7% | 4,070,310 |
| SG Americas Securities, LLC | -642,503 | -87.3% | 93,692 |
| Qube Research & Technologies Ltd | -512,994 | -49.8% | 517,445 |
| BlackRock, Inc. | -494,694 | -1.5% | 33,068,880 |
| FMR LLC | -492,733 | -42.7% | 661,356 |
| STATE STREET CORP | -393,087 | -2.2% | 17,705,946 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -388,214 | -5.1% | 7,242,159 |
| FIL Ltd | -380,691 | -12.5% | 2,655,502 |
| ExodusPoint Capital Management, LP | -331,310 | -82.0% | 72,938 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -289,573 | -89.1% | 35,329 |
| MILLENNIUM MANAGEMENT LLC | -254,127 | -90.4% | 26,905 |
| DZ BANK AG Deutsche Zentral Genosse | -252,677 | -3.1% | 7,882,550 |
| VICTORY CAPITAL MANAGEMENT INC | -243,422 | -3.6% | 6,595,840 |
| REAVES W H & CO INC | -205,100 | -9.7% | 1,909,154 |
| TD Asset Management Inc | -199,855 | -24.7% | 610,106 |
| FIRST TRUST ADVISORS LP | -182,940 | -19.3% | 764,245 |