CMS Energy
About: 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.
Employees: 8,324
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
368% more call options, than puts
Call options by funds: $59.5M | Put options by funds: $12.7M
26% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 72
18% more repeat investments, than reductions
Existing positions increased: 285 | Existing positions reduced: 241
3.63% more ownership
Funds ownership: 95.04% [Q1] → 98.67% (+3.63%) [Q2]
1% more funds holding
Funds holding: 725 [Q1] → 733 (+8) [Q2]
4% less capital invested
Capital invested by funds: $21.3B [Q1] → $20.4B (-$904M) [Q2]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
|
Barclays
Nicholas Campanella
|
$78
|
Overweight
Maintained
|
22 Jul 2025 |
Financial journalist opinion
