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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/CMS

CMS

CMS 13F Investor Activity Report

Cms Energy CORP

+$2.7B

Net Activity

Data as of: 2026-03-31

Institutions Holding

796

Popularity Rank

#615

Avg Weight

0.10%

Total Value

$23.1B

Ownership Trend

796 institutions currently hold CMS, with 398 net buyers and 345 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

345

Net Buying Institutions

398

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$2.6B
VC
Vanguard Capital Management LLC
$1.5B
VP
Vanguard Portfolio Management LLC
$1.5B
SS
State Street CORP
$1.4B
JC
Jpmorgan Chase & Co
$1.2B

Top 5 by Conviction

RW
Reaves W H & Co INC
2.72%
MA
Magellan Asset Management Ltd
2.03%
CI
Cbre Investment Management Listed Real Assets LLC
1.53%
IG
iA Global Asset Management Inc.
1.45%
D&
Duff & Phelps Investment Management Co
1.17%
View all 796 holding institutions

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 22/100).

Quarterly Activity

Recent Activity

+$12.5B

Total Buy Value

$8.3B

Total Sell Value

New buy89
Trim248
Add309
Sold out97

398

Net Buyers

345

Net Sellers

Game Theory Scenarios

Bullish— Smart Money Convergence

Institutional accumulation signals bullish outlook despite insider selling

Signal Basis

Institutional holdings grew by $2.68B net with 398 buyers vs 345 sellers, while insider activity showed net selling of $1.58M over 90 days, a much smaller scale.

Confirmation

Continued institutional inflows and any insider buying upticks would reinforce the bullish case.

Invalidation Risk

A shift to institutional net distribution or a surge in insider selling would invalidate the positive view.

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 signal

Smart Money Convergence

CMS does not currently show a 13F-and-insider convergence signal — its insider confidence score is 9/100, 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.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/CMS

Insider Trading (Form 4)

990d confidence

1

unique buyers

$153K

buy value

data as of 2026-07-24

12-Month Buy/Sell Activity

Feb 25
Aug 25
Feb 26
BuySell
ActionInsiderTitleDateValue
SellMcIntosh Scott BVP, Controller, CAO2026-03-02$137K
SellHofmeister Brandon J.Senior Vice President2026-02-27$313K
BuyLeopold DianeDirector2026-02-25$153K
SellRUSSELL JOHN GDirector2026-02-20$1.13M
SellHofmeister Brandon J.Senior Vice President2025-11-03$16K
SellHofmeister Brandon J.Senior Vice President2025-11-03$274K
SellSnyder Lauren YSenior Vice President2025-09-05$158K
SellHofmeister Brandon J.Senior Vice President2025-08-08$147K
View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

125896100

FAQ

Who are the top institutional investors holding CMS ENERGY CORP (CMS)?
Major stakeholders currently include BlackRock, Inc. ($2.6B), Vanguard Capital Management LLC ($1.5B), Vanguard Portfolio Management LLC ($1.5B). Based on the latest 13F filings, there are a total of 796 tracked investment funds and institutions maintaining positions in CMS.
What is the overall institutional sentiment toward CMS recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.7B, driven by 398 managers accumulating shares while 345 reduced their exposure.
Which institutions have been selling or reducing their CMS positions?
In the latest period, 248 funds trimmed their holdings, and 97 managers completely exited their positions. The aggregate reported sell value was $8.3B.
Are there any notable investors adding CMS to their portfolios?
Yes, buying activity remains notable. 89 institutions opened new positions in {ticker}, and 309 existing holders added to their shares. The total reported buy value for the quarter amounted to $12.5B.

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Trending Institutional Adds

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Developer Access

Access CMS's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/CMS

CLI

npx alphasmo stocks get CMS
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