Cms Energy CORP
$68.06+0.1%
+$3.5B
Net Activity
+15.59% total shares
Institutions Holding
817
Popularity Rank
#635
Avg Weight
0.09%
Total Value
$24.6B
817 institutions currently hold CMS, with 440 net buyers and 324 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Increased
Based on recent trading activity
Net Selling Institutions
324
Net Buying Institutions
440
Top 5 by Value
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Across its top 20 institutional holders, CMS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 39/100).
CMS ranks #635 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
817 institutions disclose a position in CMS, but none treat it as a major bet — even Magellan Asset Management Ltd, its most concentrated holder, allocates just 4.3% of its own portfolio to it.
Wellington Management Group LLP has added to its CMS position for two straight quarters, increasing it by $926.6M to reach $930.1M today.
Price T Rowe Associates Inc /md/ has trimmed its CMS position for two straight quarters, cutting it by $121.4M while still holding $129.1M.
CMS is up 0.1% today, and institutions have been net buyers of $3.5B this quarter — today's price move and the underlying institutional flow are pointing the same direction.
CMS posted net income of $1.0B over the trailing twelve months.
+$3.7B
Total Buy Value
$1.2B
Total Sell Value
440
Net Buyers
324
Net Sellers
CMS
Q2 2026
Top 5 Institutional Movers
+$413.7M
+$405.7M
+$370.0M
Institutions aggressively accumulate CMS; insider buying aligned
Signal Basis
13F filings show institutional net accumulation of approximately $3.52 billion, with 438 net buyers outpacing 324 net sellers and 100 new positions versus 82 exits — a clear institutional bias toward CMS. Insider activity is thin but directionally consistent: one purchase of roughly $14,491 with zero insider selling in both the 30-day and 90-day windows, yielding a modest confidence score near 35.
Confirmation
Sustained institutional net inflows in the next 13F filing cycle, accompanied by an increase in insider buy volume or the emergence of a cluster alert, would reinforce the bullish case.
Invalidation Risk
A shift to institutional net distribution or the appearance of meaningful insider selling would invalidate this bullish stance.
These game-theory scenarios are AI-generated from this stock's institutional holders' Form 13F data on SEC EDGAR and reflect historical patterns only — not a trading recommendation. Source filings linked below.
See the institutional 13F filings behind this signalCMS does not currently show a 13F-and-insider convergence signal — its insider confidence score is 35/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
1
unique buyers
$14K
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Buy | Srikanth Maddipati | 2026-07-31 | $14K |
| Sell | McIntosh Scott B | 2026-03-02 | $137K |
| Sell | Hofmeister Brandon J. | 2026-02-27 | $313K |
| Buy | Leopold Diane | 2026-02-25 | $153K |
| Sell | RUSSELL JOHN G | 2026-02-20 | $1.13M |
| Sell | Hofmeister Brandon J. | 2025-11-03 | $16K |
| Sell | Hofmeister Brandon J. | 2025-11-03 | $274K |
| Sell | Snyder Lauren Y | 2025-09-05 | $158K |
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
1
Filings (14d)
CMS Energy issued a news release on July 28, 2026, disclosing its Q2 2026 results. The release highlights adjusted earnings, a non-GAAP measure management considers key for assessing operating performance, alongside standard GAAP figures. Notably, the filing does not include reported earnings guidance for future periods because the company cannot reliably estimate certain items that could significantly impact results.
View Full Filing (SEC EDGAR)125896100
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73
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Access CMS's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/CMSCLI
npx alphasmo stocks get CMS