CMS Energy Corp
CMS- 交易所
- NYSE
- 產業
- Electric & Other Services Combined
- SEC CIK
- 0000811156
近 90 天,CMS Energy Corp 內部人申報 1 筆公開市場買進、0 筆賣出;2026 年第 2 季末有 821 家機構在 13F 申報持有,市值合計 $241.7 億;大師中只有索羅斯基金管理持有。
2023 年第 4 季 13F 持有人
CMS Energy Corp 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 633
- 較 2023 年第 3 季 +24 家
- 持有股數
- 2.81 億
- 較 2023 年第 3 季 +455.0 萬 (+1.6%)
- 總市值
- $163.0 億
- 較 2023 年第 3 季 +$16.5 億 (+11.3%)
- 新進機構
- 100
- 另有 202 家加碼
- 清倉機構
- 76
- 另有 237 家減碼
另有 9 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 CMS 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 821 | $241.7 億 |
| 2026 年第 1 季 | 802 | $231.0 億 |
| 2025 年第 4 季 | 801 | $205.3 億 |
| 2025 年第 3 季 | 776 | $211.8 億 |
| 2025 年第 2 季 | 745 | $204.5 億 |
| 2025 年第 1 季 | 734 | $215.5 億 |
| 2024 年第 4 季 | 716 | $189.4 億 |
| 2024 年第 3 季 | 710 | $201.0 億 |
| 2024 年第 2 季 | 686 | $165.5 億 |
| 2024 年第 1 季 | 664 | $168.7 億 |
| 2023 年第 4 季 | 633 | $163.0 億 |
| 2023 年第 3 季 | 618 | $146.5 億 |
| 2023 年第 2 季 | 629 | $163.1 億 |
| 2023 年第 1 季 | 631 | $167.0 億 |
| 2022 年第 4 季 | 636 | $172.5 億 |
| 2022 年第 3 季 | 628 | $156.7 億 |
| 2022 年第 2 季 | 628 | $181.0 億 |
| 2022 年第 1 季 | 636 | $185.7 億 |
| 2021 年第 4 季 | 584 | $171.9 億 |
| 2021 年第 3 季 | 566 | $158.0 億 |
| 2021 年第 2 季 | 575 | $155.4 億 |
| 2021 年第 1 季 | 566 | $159.5 億 |
2023 年第 4 季持有機構
每家機構持有 CMS Energy Corp 的股數、市值與佔組合比重;股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 5,592 | $32.5 萬 | 0.00% | −245,226−97.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,418 | $32.1 萬 | 0.08% | +5,418 | 新進 |
| Stratos Wealth Advisors, LLC | 5,513 | $32.0 萬 | 0.02% | −2,674−32.7% | 減碼 |
| Advisory Alpha, LLC | 5,425 | $31.5 萬 | 0.01% | +361+7.1% | 加碼 |
| Wetherby Asset Management Inc | 5,309 | $30.8 萬 | 0.02% | +145+2.8% | 加碼 |
| National Asset Management, Inc. | 5,300 | $30.8 萬 | 0.01% | −2,165−29.0% | 減碼 |
| Inceptionr LLC | 5,291 | $30.7 萬 | 0.22% | +5,291 | 新進 |
| Ballentine Partners, LLC | 5,215 | $30.3 萬 | 0.01% | +765+17.2% | 加碼 |
| Sciencast Management LP | 5,202 | $30.2 萬 | 0.16% | +5,202 | 新進 |
| Simplex Trading, LLC | 5,186 | $30.1 萬 | 0.01% | +5,186 | 新進 |
| Samalin Investment Counsel, LLC | 5,117 | $29.7 萬 | 0.15% | −1,014−16.5% | 減碼 |
| GAMMA Investing LLC | 5,174 | $29.6 萬 | 0.08% | +5,174 | 新進 |
| Vontobel Holding Ltd. | 4,923 | $28.6 萬 | 0.00% | −946−16.1% | 減碼 |
| Alberta Investment Management Corp | 4,900 | $28.5 萬 | 0.00% | 00.0% | 不變 |
| Healthcare of Ontario Pension Plan Trust Fund | 4,893 | $28.4 萬 | 0.00% | −95,107−95.1% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 4,800 | $27.9 萬 | 0.00% | +4,800 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 4,775 | $27.7 萬 | 0.23% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 4,760 | $27.6 萬 | 0.02% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 4,750 | $27.6 萬 | 0.04% | 00.0% | 不變 |
| Vident Advisory, LLC | 4,695 | $27.3 萬 | 0.01% | −794−14.5% | 減碼 |
| Oxler Private Wealth LLC | 4,674 | $27.1 萬 | 0.23% | −21,314−82.0% | 減碼 |
| Executive Wealth Management, LLC | 4,663 | $27.1 萬 | 0.03% | +24+0.5% | 加碼 |
| Fulton Bank, N.A. | 4,619 | $26.8 萬 | 0.01% | +424+10.1% | 加碼 |
| HighPoint Advisor Group LLC | 4,560 | $26.7 萬 | 0.02% | +4,560 | 新進 |
| Great Lakes Advisors, LLC | 4,597 | $26.7 萬 | 0.00% | −87−1.9% | 減碼 |
| Capital Investment Advisors, LLC | 4,542 | $26.4 萬 | 0.01% | −179−3.8% | 減碼 |
| Trust Co of the South | 4,404 | $25.6 萬 | 0.07% | +4,404 | 新進 |
| Benedetti & Gucer, Inc. | 4,364 | $25.3 萬 | 0.13% | −500−10.3% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 4,345 | $25.2 萬 | 0.09% | −450−9.4% | 減碼 |
| Balentine LLC | 4,333 | $25.2 萬 | 0.01% | −879−16.9% | 減碼 |
| Krane Funds Advisors LLC | 4,281 | $24.9 萬 | 0.01% | −362−7.8% | 減碼 |
| Signaturefd, LLC | 4,251 | $24.7 萬 | 0.01% | −1,094−20.5% | 減碼 |
| Mather Group, LLC. | 4,197 | $24.4 萬 | 0.00% | +4,197 | 新進 |
| Seeds Investor LLC | 4,172 | $24.2 萬 | 0.27% | +4,172 | 新進 |
| Morningstar Investment Services LLC | 4,156 | $24.1 萬 | 0.00% | +4,156 | 新進 |
| Belpointe Asset Management LLC | 4,139 | $24.0 萬 | 0.02% | −482−10.4% | 減碼 |
| NEOS Investment Management LLC | 4,139 | $24.0 萬 | 0.02% | +4,139 | 新進 |
| Horizon Investments, LLC | 4,173 | $24.0 萬 | 0.01% | +53+1.3% | 加碼 |
| Pitcairn Co | 4,104 | $23.8 萬 | 0.02% | −31−0.7% | 減碼 |
| Pallas Capital Advisors LLC | 4,086 | $23.7 萬 | 0.01% | −3,216−44.0% | 減碼 |
| Strategy Asset Managers LLC | 4,058 | $23.6 萬 | 0.06% | −233−5.4% | 減碼 |
| Crestwood Advisors Group LLC | 4,054 | $23.5 萬 | 0.01% | +34+0.8% | 加碼 |
| Journey Advisory Group, LLC | 4,050 | $23.5 萬 | 0.03% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 4,018 | $23.3 萬 | 0.01% | −79−1.9% | 減碼 |
| Kingswood Wealth Advisors, LLC | 3,936 | $22.9 萬 | 0.03% | +3,936 | 新進 |
| Bayesian Capital Management, LP | 3,900 | $22.6 萬 | 0.02% | −51,223−92.9% | 減碼 |
| Snowden Capital Advisors LLC | 3,861 | $22.4 萬 | 0.01% | −826−17.6% | 減碼 |
| Dana Investment Advisors, Inc. | 3,859 | $22.4 萬 | 0.01% | +3,859 | 新進 |
| Stratos Wealth Partners, LTD. | 3,829 | $22.2 萬 | 0.00% | +3,829 | 新進 |
| Venture Visionary Partners LLC | 3,788 | $22.0 萬 | 0.01% | −5−0.1% | 減碼 |
| Prosperity Financial Group, Inc. | 3,769 | $21.9 萬 | 0.15% | −136−3.5% | 減碼 |
| Stephens Consulting, LLC | 3,753 | $21.8 萬 | 0.07% | −293−7.2% | 減碼 |
| Empowered Funds, LLC | 3,696 | $21.5 萬 | 0.01% | +3,696 | 新進 |
| Beacon Bridge Wealth Partners, LLC | 3,688 | $21.4 萬 | 0.11% | −414−10.1% | 減碼 |
| AXA S.A. | 3,633 | $21.1 萬 | 0.00% | +3,633 | 新進 |
| Azimuth Capital Investment Management LLC | 3,622 | $21.0 萬 | 0.01% | +3,622 | 新進 |
| Morningstar Investment Management LLC | 3,618 | $21.0 萬 | 0.02% | +3,618 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 3,614 | $21.0 萬 | 0.03% | +3,614 | 新進 |
| Virtus ETF Advisers LLC | 3,583 | $20.8 萬 | 0.13% | +251+7.5% | 加碼 |
| Essex Savings Bank | 3,571 | $20.7 萬 | 0.06% | +3,571 | 新進 |
| Symmetry Partners, LLC | 3,556 | $20.6 萬 | 0.01% | +3,556 | 新進 |
| Massmutual Trust Co FSB | 3,525 | $20.5 萬 | 0.01% | +432+14.0% | 加碼 |
| SageView Advisory Group, LLC | 3,571 | $20.5 萬 | 0.01% | +3,571 | 新進 |
| Pointe Capital Management LLC | 3,515 | $20.4 萬 | 0.14% | +3,515 | 新進 |
| Financial Strategies Group, Inc. | 3,629 | $20.2 萬 | 0.06% | +3,629 | 新進 |
| Full Sail Capital, LLC | 3,445 | $20.0 萬 | 0.02% | +3,445 | 新進 |
| Quadrant Capital Group LLC | 3,429 | $19.9 萬 | 0.02% | −522−13.2% | 減碼 |
| Ronald Blue Trust, Inc. | 3,757 | $19.9 萬 | 0.00% | −1,681−30.9% | 減碼 |
| State of Wyoming | 3,369 | $19.6 萬 | 0.04% | +174+5.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 3,242 | $18.8 萬 | 0.01% | −262−7.5% | 減碼 |
| Platinum Investment Management Ltd | 2,975 | $17.3 萬 | 0.01% | +2,627+754.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,905 | $16.9 萬 | 0.01% | +114+4.1% | 加碼 |
| Capstone Investment Advisors, LLC | 2,760 | $16.0 萬 | 0.00% | −11,346−80.4% | 減碼 |
| Alaska Permanent Fund Corp | 2,483 | $14.4 萬 | 0.00% | −318−11.4% | 減碼 |
| Clearstead Advisors, LLC | 2,138 | $12.4 萬 | 0.01% | −53−2.4% | 減碼 |
| FWL Investment Management, LLC | 2,100 | $12.2 萬 | 0.07% | 00.0% | 不變 |
| Spire Wealth Management | 2,020 | $11.4 萬 | 0.00% | +133+7.0% | 加碼 |
| Colonial Trust Co | 1,931 | $11.2 萬 | 0.02% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 1,868 | $10.8 萬 | 0.00% | +835+80.8% | 加碼 |
| Blue Chip Partners, Inc. | 1,797 | $10.4 萬 | 0.01% | +1,797 | 新進 |
| Ossiam | 1,792 | $10.4 萬 | 0.00% | +1,792 | 新進 |
| Loomis Sayles & Co L P | 1,639 | $9.50 萬 | 0.00% | +895+120.3% | 加碼 |
| Bruce G. Allen Investments, LLC | 1,586 | $9.21 萬 | 0.08% | +1,586 | 新進 |
| Rothschild Investment LLC | 1,567 | $9.10 萬 | 0.01% | +1,567 | 新進 |
| First Financial Corp | 1,555 | $9.03 萬 | 0.05% | 00.0% | 不變 |
| Acadian Asset Management LLC | 1,551 | $9.00 萬 | 0.00% | 00.0% | 不變 |
| Sentry Investment Management LLC | 1,530 | $8.90 萬 | 0.04% | −164−9.7% | 減碼 |
| MeadowBrook Investment Advisors LLC | 1,500 | $8.71 萬 | 0.08% | +1,500 | 新進 |
| Oakworth Capital, Inc. | 1,495 | $8.68 萬 | 0.01% | 00.0% | 不變 |
| Caitlin John, LLC | 1,468 | $8.52 萬 | 0.07% | +1,468 | 新進 |
| Parallel Advisors, LLC | 1,458 | $8.47 萬 | 0.00% | +241+19.8% | 加碼 |
| Costello Asset Management, INC | 1,408 | $8.18 萬 | 0.07% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,400 | $8.10 萬 | 0.03% | 00.0% | 不變 |
| Penserra Capital Management LLC | 1,352 | $7.80 萬 | 0.00% | −283−17.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,272 | $7.39 萬 | 0.01% | −175−12.1% | 減碼 |
| Allworth Financial LP | 1,253 | $7.28 萬 | 0.00% | +517+70.2% | 加碼 |
| Beacon Capital Management, LLC | 1,364 | $7.24 萬 | 0.02% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,200 | $6.97 萬 | 0.04% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 1,179 | $6.85 萬 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,170 | $6.79 萬 | 0.00% | −83−6.6% | 減碼 |