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。
2024 年第 1 季 13F 持有人
CMS Energy Corp 在 2024/3/31 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
- 664
- 較 2023 年第 4 季 +35 家
- 持有股數
- 2.80 億
- 較 2023 年第 4 季 −68.0 萬 (−0.2%)
- 總市值
- $168.7 億
- 較 2023 年第 4 季 +$5.80 億 (+3.6%)
- 新進機構
- 77
- 另有 232 家加碼
- 清倉機構
- 42
- 另有 232 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Oliver Lagore Vanvalin Investment Group | 3,745 | $22.6 萬 | 0.07% | −600−13.8% | 減碼 |
| Mather Group, LLC. | 3,897 | $22.6 萬 | 0.00% | −300−7.1% | 減碼 |
| Stephens Consulting, LLC | 3,753 | $22.6 萬 | 0.07% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,769 | $22.7 萬 | 0.02% | +340+9.9% | 加碼 |
| nVerses Capital, LLC | 3,800 | $22.9 萬 | 0.55% | +3,800 | 新進 |
| Montag A & Associates Inc | 3,817 | $23.0 萬 | 0.01% | +2,717+247.0% | 加碼 |
| Oak Thistle LLC | 3,862 | $23.3 萬 | 0.21% | +3,862 | 新進 |
| Los Angeles Capital Management LLC | 3,895 | $23.5 萬 | 0.00% | −7,204−64.9% | 減碼 |
| Kingswood Wealth Advisors, LLC | 3,936 | $23.7 萬 | 0.03% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 3,958 | $23.9 萬 | 0.03% | +3,958 | 新進 |
| Pallas Capital Advisors LLC | 3,975 | $24.0 萬 | 0.01% | −111−2.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 3,985 | $24.0 萬 | 0.00% | −908−18.6% | 減碼 |
| Crestwood Advisors Group LLC | 4,018 | $24.2 萬 | 0.01% | −36−0.9% | 減碼 |
| XTX Topco Ltd | 4,021 | $24.3 萬 | 0.03% | +4,021 | 新進 |
| Journey Advisory Group, LLC | 4,050 | $24.4 萬 | 0.03% | 00.0% | 不變 |
| Pitcairn Co | 4,092 | $24.7 萬 | 0.02% | −12−0.3% | 減碼 |
| Ronald Blue Trust, Inc. | 4,102 | $24.8 萬 | 0.00% | +345+9.2% | 加碼 |
| Old Mission Capital LLC | 4,149 | $25.0 萬 | 0.01% | +4,149 | 新進 |
| Benedetti & Gucer, Inc. | 4,198 | $25.3 萬 | 0.13% | −166−3.8% | 減碼 |
| Belpointe Asset Management LLC | 4,217 | $25.4 萬 | 0.02% | +78+1.9% | 加碼 |
| Signaturefd, LLC | 4,338 | $26.2 萬 | 0.01% | +87+2.0% | 加碼 |
| HighPoint Advisor Group LLC | 4,172 | $26.2 萬 | 0.02% | −388−8.5% | 減碼 |
| Trust Co of the South | 4,404 | $26.6 萬 | 0.06% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 4,407 | $26.6 萬 | 0.00% | −2,107−32.3% | 減碼 |
| Executive Wealth Management, LLC | 4,466 | $26.8 萬 | 0.02% | −197−4.2% | 減碼 |
| Strategy Asset Managers LLC | 4,445 | $26.8 萬 | 0.06% | +387+9.5% | 加碼 |
| Capital Investment Advisors, LLC | 4,522 | $27.3 萬 | 0.01% | −20−0.4% | 減碼 |
| Fulton Bank, N.A. | 4,529 | $27.3 萬 | 0.01% | −90−1.9% | 減碼 |
| Raymond James Trust N.A. | 4,566 | $27.6 萬 | 0.01% | −2,528−35.6% | 減碼 |
| Empowered Funds, LLC | 4,581 | $27.6 萬 | 0.00% | +885+23.9% | 加碼 |
| Vontobel Holding Ltd. | 4,586 | $27.7 萬 | 0.00% | −337−6.8% | 減碼 |
| Great Lakes Advisors, LLC | 4,602 | $27.8 萬 | 0.00% | +5+0.1% | 加碼 |
| Vident Advisory, LLC | 4,640 | $28.0 萬 | 0.01% | −55−1.2% | 減碼 |
| Ballentine Partners, LLC | 4,670 | $28.2 萬 | 0.01% | −545−10.5% | 減碼 |
| Investment Management Corp of Ontario | 4,692 | $28.3 萬 | 0.01% | −2,100−30.9% | 減碼 |
| Oxler Private Wealth LLC | 4,710 | $28.4 萬 | 0.11% | +36+0.8% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 4,725 | $28.5 萬 | 0.21% | −50−1.0% | 減碼 |
| Horizon Investments, LLC | 4,771 | $28.6 萬 | 0.01% | +598+14.3% | 加碼 |
| Samalin Investment Counsel, LLC | 4,738 | $28.6 萬 | 0.14% | −379−7.4% | 減碼 |
| Gen-Wealth Partners Inc | 4,756 | $28.7 萬 | 0.14% | +4,756 | 新進 |
| WSFS Capital Management, LLC | 4,760 | $28.7 萬 | 0.02% | 00.0% | 不變 |
| Alpine Woods Capital Investors, LLC | 4,750 | $28.8 萬 | 0.06% | 00.0% | 不變 |
| Susquehanna Portfolio Strategies, LLC | 4,800 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Alberta Investment Management Corp | 4,900 | $29.6 萬 | 0.00% | 00.0% | 不變 |
| Cidel Asset Management Inc | 4,983 | $30.1 萬 | 0.02% | −2,212−30.7% | 減碼 |
| Silverleafe Capital Partners, LLC | 5,000 | $30.2 萬 | 0.12% | +5,000 | 新進 |
| International Private Wealth Advisors LLC | 5,126 | $30.9 萬 | 0.60% | +5,126 | 新進 |
| LVW Advisors, LLC | 5,180 | $31.3 萬 | 0.05% | +5,180 | 新進 |
| Boothbay Fund Management, LLC | 5,209 | $31.4 萬 | 0.01% | +5,209 | 新進 |
| Wetherby Asset Management Inc | 5,324 | $32.1 萬 | 0.02% | +15+0.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,411 | $32.6 萬 | 0.01% | −6,170−53.3% | 減碼 |
| Qube Research & Technologies Ltd | 5,592 | $33.7 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 5,595 | $33.8 萬 | 0.01% | −1,132−16.8% | 減碼 |
| Banque Cantonale Vaudoise | 5,734 | $34.6 萬 | 0.01% | −11,320−66.4% | 減碼 |
| Advisory Alpha, LLC | 5,741 | $34.6 萬 | 0.01% | +316+5.8% | 加碼 |
| Wedbush Securities Inc | 5,947 | $35.9 萬 | 0.01% | +88+1.5% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,959 | $36.0 萬 | 0.02% | +446+8.1% | 加碼 |
| Blair William & Co | 5,976 | $36.1 萬 | 0.00% | −29−0.5% | 減碼 |
| GAMMA Investing LLC | 6,288 | $37.9 萬 | 0.08% | +1,114+21.5% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 6,291 | $38.0 萬 | 0.05% | +873+16.1% | 加碼 |
| Conning Inc. | 6,332 | $38.2 萬 | 0.01% | 00.0% | 不變 |
| NorthRock Partners, LLC | 6,368 | $38.4 萬 | 0.01% | +158+2.5% | 加碼 |
| Qtron Investments LLC | 6,383 | $38.5 萬 | 0.05% | +6,383 | 新進 |
| Campbell & CO Investment Adviser LLC | 6,439 | $38.9 萬 | 0.03% | +6,439 | 新進 |
| SG Americas Securities, LLC | 6,450 | $38.9 萬 | 0.00% | −21,138−76.6% | 減碼 |
| Walleye Capital LLC | 6,533 | $39.4 萬 | 0.00% | +6,533 | 新進 |
| National Asset Management, Inc. | 7,465 | $39.6 萬 | 0.01% | +2,165+40.8% | 加碼 |
| Centennial Wealth Advisory LLC | 6,865 | $41.4 萬 | 0.19% | −462−6.3% | 減碼 |
| Capula Management Ltd | 6,868 | $41.4 萬 | 0.01% | +6,868 | 新進 |
| NEOS Investment Management LLC | 6,889 | $41.6 萬 | 0.03% | +2,750+66.4% | 加碼 |
| Summit Financial, LLC | 7,109 | $42.9 萬 | 0.03% | −75−1.0% | 減碼 |
| Ostrum Asset Management | 7,272 | $43.9 萬 | 0.03% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 7,286 | $44.0 萬 | 0.07% | 00.0% | 不變 |
| Whittier Trust Co | 7,534 | $45.5 萬 | 0.01% | +43+0.6% | 加碼 |
| Acorn Wealth Advisors, LLC | 7,581 | $45.7 萬 | 0.24% | −2,563−25.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 7,679 | $46.3 萬 | 0.01% | −440−5.4% | 減碼 |
| Empower Advisory Group, LLC | 7,735 | $46.7 萬 | 0.00% | −356,908−97.9% | 減碼 |
| Atria Wealth Solutions, Inc. | 7,835 | $47.3 萬 | 0.01% | +7,835 | 新進 |
| United Capital Financial Advisers, LLC | 7,850 | $47.4 萬 | 0.00% | +436+5.9% | 加碼 |
| Capstone Investment Advisors, LLC | 7,854 | $47.4 萬 | 0.01% | +5,094+184.6% | 加碼 |
| Boit C F David | 7,800 | $47.5 萬 | 0.26% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 7,895 | $47.6 萬 | 0.00% | +7,174+995.0% | 加碼 |
| Kestra Advisory Services, LLC | 8,088 | $48.8 萬 | 0.00% | −243−2.9% | 減碼 |
| Zions Bancorporation, N.A. | 8,124 | $49.0 萬 | 0.04% | −2,124−20.7% | 減碼 |
| Bessemer Group Inc | 8,509 | $51.4 萬 | 0.00% | −73−0.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 8,669 | $52.3 萬 | 0.03% | +1,169+15.6% | 加碼 |
| Smartleaf Asset Management LLC | 8,770 | $52.5 萬 | 0.10% | +1,779+25.4% | 加碼 |
| Meeder Advisory Services, Inc. | 8,841 | $53.3 萬 | 0.05% | +139+1.6% | 加碼 |
| Spirit of America Management Corp | 8,900 | $53.7 萬 | 0.11% | +800+9.9% | 加碼 |
| Plante Moran Financial Advisors, LLC | 8,911 | $53.8 萬 | 0.06% | +75+0.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 8,938 | $53.9 萬 | 0.01% | +309+3.6% | 加碼 |
| Commerce Bank | 9,223 | $55.7 萬 | 0.00% | −130−1.4% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 9,344 | $56.4 萬 | 0.01% | +108+1.2% | 加碼 |
| Foster & Motley Inc | 9,580 | $57.8 萬 | 0.04% | +32+0.3% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 9,717 | $58.6 萬 | 0.04% | −677−6.5% | 減碼 |
| Simplicity Wealth,LLC | 9,838 | $59.4 萬 | 0.01% | +9,838 | 新進 |
| Bleakley Financial Group, LLC | 9,891 | $59.7 萬 | 0.02% | −556−5.3% | 減碼 |
| QRG Capital Management, Inc. | 10,132 | $61.1 萬 | 0.01% | +1,846+22.3% | 加碼 |
| Finer Wealth Management, Inc. | 10,139 | $61.2 萬 | 0.40% | 00.0% | 不變 |
| Fiduciary Trust Co | 10,153 | $61.3 萬 | 0.01% | 00.0% | 不變 |