CMS ENERGY CORP (CMS) Institutional Ownership

CMS is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $171.78M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

The largest disclosed holder is Parnassus Endeavor Fund, which reported ownership valued at approximately $151.53M in its March 31, 2026 13F filing. Based on current market prices and the latest disclosed share count, Parnassus Endeavor Fund's CMS position is now estimated to be worth approximately $140.12M, representing an estimated loss of -7.53% since the filing period.

Major shareholders tracked on this page include Parnassus Endeavor Fund, Sequoia Financial Advisors, and other prominent asset managers. Collectively, these investors account for approximately 89% of the total disclosed value among the investors covered in this analysis.

This page tracks disclosed ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward CMS ENERGY CORP (CMS).

Institutional Ownership Trend

Portfolio quarterInstitutional holdersTotal reported valueTotal shares
Q2 20261$1,973,78025,801
Q1 20262$152,705,8711,968,366
Q4 20253$111,895,0261,600,100
Q3 20252$35,954,598490,781
Q2 20252$29,879,134431,281
Q1 20252$49,138,079654,215
Q4 20242$23,861,183358,007
Q3 20242$4,139,92258,614
Q2 20242$46,129,224774,890
Q1 20242$481,488308,279
Q4 20232$481,568182,419
Q3 20231$212,4194,000