CMS (CMS Energy) Institutional Ownership: 109.58% (As of Jul. 03, 2026)


CMS CMS Energy Corp CMS
67 GF Score
Price $77.73
GF Value $76.07
Valuation Fairly Valued
! 11 Warning Signs
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What is CMS Energy Institutional Ownership?

CMS Energy CMS +2.38% 67 Institutional Ownership is 109.58% as of Jul. 03, 2026. GuruFocus rates CMS with a GF Score™ of 67/100 and a GF Value™ of $76.07 (Fairly Valued). The stock has 11 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, CMS Energy's institutional ownership is 109.58%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, CMS Energy's Insider Ownership is 1.47%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, CMS Energy's Float Percentage Of Total Shares Outstanding is 88.39%.

CMS Energy Institutional Ownership Historical Data

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The historical data trend for CMS Energy's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

CMS Energy Institutional Ownership Chart

CMS Energy Historical Data

The historical data trend for CMS Energy can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 77.90 76.74 78.21 77.73 77.12 77.94 77.30 76.81 77.00 77.25
CMS
67GF Score
CMS Energy Corp CMS
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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CMS Energy Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 109.58% mean?
CMS Energy (CMS) has a Institutional Ownership of 109.58% as of Jul. 03, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on CMS Energy and its competitors.
Is CMS Energy's Institutional Ownership too high?
CMS Energy's current Institutional Ownership is 109.58%. Overall, CMS Energy has a GF Score™ of 67/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does CMS Energy's Institutional Ownership compare to ES and PPL?
CMS Energy's Institutional Ownership of 109.58% can be compared against companies in the Utilities - Regulated industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Utilities - Regulated company?
A good Institutional Ownership depends on the Utilities - Regulated industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on CMS Energy and its competitors. CMS Energy's current Institutional Ownership is 109.58%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is CMS Energy stock overvalued right now?
Based on GuruFocus' analysis, CMS Energy (CMS) is currently considered Fairly Valued. The stock's GF Value™ is $76.07, compared to a current price of $77.73 — trading 2.2% above its estimated fair value. The current Institutional Ownership is 109.58%. CMS Energy's overall GF Score™ is 67/100 with 11 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For CMS Energy (CMS), the current Institutional Ownership is 109.58% as of Jul. 03, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is CMS Energy (CMS) Overvalued in 2026?

Based on GuruFocus' analysis, CMS Energy stock appears to be overvalued. The current stock price of $77.73 is trading 2.2% above its estimated GF Value™ of $76.07. GuruFocus considers CMS Energy to be Fairly Valued.

Key valuation signals for CMS:

  • Institutional Ownership: 109.58%
  • GF Value™: $76.07 vs. price of $77.73 (2.2% above fair value)
  • GF Score™: 67/100 with 11 warning signs

No single metric tells the full story. See the CMS stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

CMS Energy Business Description

Address One Energy Plaza, Jackson, MI, USA, 49201
CMS Energy is an energy holding company with three principal businesses. Its regulated utility, Consumers Energy, provides regulated natural gas service to 1.8 million customers and electric service to 1.9 million customers in Michigan. NorthStar Clean Energy, formerly CMS Enterprises, is engaged in wholesale power generation, including contracted renewable energy. CMS sold EnerBank in October 2021.
67GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$77.73
Price
$76.07
GF Value