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 $152.71M based on the latest available SEC Form 13F filings for the quarter ended March 31, 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 $143.19M, representing an estimated loss of -5.50% 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 100% 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 quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q1 2026 | 2 | $152,705,871 | 1,968,366 |
| Q4 2025 | 3 | $111,895,026 | 1,600,100 |
| Q3 2025 | 2 | $35,954,598 | 490,781 |
| Q2 2025 | 2 | $29,879,134 | 431,281 |
| Q1 2025 | 2 | $49,138,079 | 654,215 |
| Q4 2024 | 2 | $23,861,183 | 358,007 |
| Q3 2024 | 2 | $4,139,922 | 58,614 |
| Q2 2024 | 2 | $46,129,224 | 774,890 |
| Q1 2024 | 2 | $481,488 | 308,279 |
| Q4 2023 | 2 | $481,568 | 182,419 |
| Q3 2023 | 1 | $212,419 | 4,000 |
| Q2 2023 | 1 | $288,599 | 4,912 |
Related CMS Institutional Insights:
- CMS Institutional Ownership & Insiders Activity
- CMS Institutional Ownership & 13F Activity
- CMS Top Institutional Shareholders
- CMS Institutional Buying Activity
- CMS Institutional Selling Activity
- Utilities Sector Institutional Ownership
- Utilities Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Utilities Stocks By Institutional Investors
- Most Sold Utilities Stocks By Institutional Investors
- CMS Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings