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 3 季 13F 持有人
CMS Energy Corp 在 2024/9/30 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
- 710
- 較 2024 年第 2 季 +31 家
- 持有股數
- 2.85 億
- 較 2024 年第 2 季 +3,582 萬 (+14.4%)
- 總市值
- $201.0 億
- 較 2024 年第 2 季 +$52.7 億 (+35.5%)
- 新進機構
- 91
- 另有 272 家加碼
- 清倉機構
- 60
- 另有 231 家減碼
另有 7 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 338 | $2.39 萬 | 0.00% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 343 | $2.42 萬 | 0.00% | +180+110.4% | 加碼 |
| Grove Bank & Trust | 364 | $2.57 萬 | 0.00% | +53+17.0% | 加碼 |
| Beaird Harris Wealth Management, LLC | 387 | $2.73 萬 | 0.00% | −792−67.2% | 減碼 |
| Heritage Wealth Advisors | 400 | $2.83 萬 | 0.00% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 405 | $2.86 萬 | 0.01% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 409 | $2.89 萬 | 0.01% | +4+1.0% | 加碼 |
| Brown Brothers Harriman & Co | 411 | $2.90 萬 | 0.00% | +103+33.4% | 加碼 |
| CNB Bank | 413 | $2.92 萬 | 0.01% | 00.0% | 不變 |
| St Germain D J Co Inc | 413 | $2.92 萬 | 0.00% | +110+36.3% | 加碼 |
| Front Row Advisors LLC | 420 | $2.97 萬 | 0.01% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 435 | $3.07 萬 | 0.00% | +275+171.9% | 加碼 |
| AdvisorNet Financial, Inc | 464 | $3.28 萬 | 0.00% | +8+1.8% | 加碼 |
| Hemington Wealth Management | 475 | $3.30 萬 | 0.01% | +475 | 新進 |
| Manchester Capital Management LLC | 528 | $3.73 萬 | 0.00% | +36+7.3% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 539 | $3.81 萬 | 0.02% | 00.0% | 不變 |
| Skopos Labs, Inc. | 564 | $3.98 萬 | 0.01% | +564 | 新進 |
| Optiver Holding B.V. | 584 | $4.12 萬 | 0.00% | +584 | 新進 |
| Global Financial Private Client, LLC | 587 | $4.15 萬 | 0.02% | +30+5.4% | 加碼 |
| Jones Financial Companies LLLP | 612 | $4.31 萬 | 0.00% | +257+72.4% | 加碼 |
| Proequities, Inc. | 664 | $4.69 萬 | 0.00% | −134−16.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 670 | $4.73 萬 | 0.00% | 00.0% | 不變 |
| Loomis Sayles & Co L P | 698 | $4.90 萬 | 0.00% | +12+1.7% | 加碼 |
| Covestor Ltd | 701 | $5.00 萬 | 0.03% | +472+206.1% | 加碼 |
| TruNorth Capital Management, LLC | 712 | $5.03 萬 | 0.01% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 755 | $5.33 萬 | 0.00% | 00.0% | 不變 |
| Values First Advisors, Inc. | 790 | $5.58 萬 | 0.03% | +790 | 新進 |
| Voisard Asset Management Group, Inc. | 798 | $5.64 萬 | 0.02% | +163+25.7% | 加碼 |
| Harbour Investments, Inc. | 800 | $5.65 萬 | 0.00% | −48−5.7% | 減碼 |
| Cullen/Frost Bankers, Inc. | 800 | $5.65 萬 | 0.00% | 00.0% | 不變 |
| Quarry LP | 819 | $5.78 萬 | 0.02% | −2,506−75.4% | 減碼 |
| TD Waterhouse Canada Inc. | 815 | $5.79 萬 | 0.00% | −4−0.5% | 減碼 |
| CVA Family Office, LLC | 823 | $5.81 萬 | 0.01% | 00.0% | 不變 |
| Tobam | 868 | $6.10 萬 | 0.01% | +209+31.7% | 加碼 |
| Parkside Financial Bank & Trust | 872 | $6.16 萬 | 0.01% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 873 | $6.17 萬 | 0.01% | 00.0% | 不變 |
| Cromwell Holdings LLC | 884 | $6.24 萬 | 0.04% | 00.0% | 不變 |
| Ci Investments Inc. | 965 | $6.80 萬 | 0.00% | +75+8.4% | 加碼 |
| Caldwell Sutter Capital, Inc. | 976 | $6.89 萬 | 0.03% | 00.0% | 不變 |
| Private Trust Co NA | 982 | $6.94 萬 | 0.01% | +200+25.6% | 加碼 |
| Centerpoint Advisors, LLC | 1,000 | $7.10 萬 | 0.02% | 00.0% | 不變 |
| DT Investment Partners, LLC | 1,007 | $7.11 萬 | 0.01% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 1,029 | $7.27 萬 | 0.01% | −79−7.1% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 1,038 | $7.33 萬 | 0.01% | +1,038 | 新進 |
| Leonteq Securities AG | 1,050 | $7.42 萬 | 0.01% | +400+61.5% | 加碼 |
| Federated Hermes, Inc. | 1,060 | $7.49 萬 | 0.00% | −2,174−67.2% | 減碼 |
| Amica Retiree Medical Trust | 1,066 | $7.50 萬 | 0.06% | +1,066 | 新進 |
| Caldwell Trust Co | 1,087 | $7.68 萬 | 0.01% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 1,087 | $7.68 萬 | 0.01% | +1,087 | 新進 |
| Montag A & Associates Inc | 1,100 | $7.77 萬 | 0.00% | −2,703−71.1% | 減碼 |
| TD Private Client Wealth LLC | 1,170 | $8.26 萬 | 0.00% | +17+1.5% | 加碼 |
| Alta Advisers Ltd | 1,200 | $8.48 萬 | 0.04% | 00.0% | 不變 |
| GeoWealth Management, LLC | 1,231 | $8.69 萬 | 0.00% | +1,231 | 新進 |
| Simplex Trading, LLC | 1,273 | $8.90 萬 | 0.00% | +71+5.9% | 加碼 |
| Quent Capital, LLC | 1,270 | $8.96 萬 | 0.01% | +1+0.1% | 加碼 |
| Sentry Investment Management LLC | 1,270 | $9.00 萬 | 0.04% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,393 | $9.80 萬 | 0.03% | −40−2.8% | 減碼 |
| Caitlin John, LLC | 1,468 | $9.94 萬 | 0.06% | 00.0% | 不變 |
| Costello Asset Management, INC | 1,408 | $9.94 萬 | 0.07% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,424 | $10.1 萬 | 0.00% | +348+32.3% | 加碼 |
| Principal Securities, Inc. | 1,466 | $10.4 萬 | 0.00% | +250+20.6% | 加碼 |
| Blue Chip Partners, Inc. | 1,492 | $10.5 萬 | 0.01% | −336−18.4% | 減碼 |
| Oakworth Capital, Inc. | 1,495 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 1,500 | $10.6 萬 | 0.10% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 1,504 | $10.6 萬 | 0.08% | +8+0.5% | 加碼 |
| Venturi Wealth Management, LLC | 1,513 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| Acadian Asset Management LLC | 1,551 | $10.9 萬 | 0.00% | −28,749−94.9% | 減碼 |
| First Financial Corp | 1,555 | $11.0 萬 | 0.05% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,595 | $11.3 萬 | 0.01% | +50+3.2% | 加碼 |
| Allworth Financial LP | 1,631 | $11.5 萬 | 0.00% | +37+2.3% | 加碼 |
| Geneos Wealth Management Inc. | 1,679 | $11.9 萬 | 0.00% | +1,570+1,440.4% | 加碼 |
| State of Wyoming | 1,815 | $12.8 萬 | 0.02% | −186−9.3% | 減碼 |
| IFP Advisors, Inc | 1,859 | $13.1 萬 | 0.00% | −25,189−93.1% | 減碼 |
| FWL Investment Management, LLC | 1,900 | $13.4 萬 | 0.05% | −200−9.5% | 減碼 |
| Crewe Advisors LLC | 1,905 | $13.5 萬 | 0.02% | 00.0% | 不變 |
| Colonial Trust Co | 2,001 | $14.1 萬 | 0.02% | +48+2.5% | 加碼 |
| Ostrum Asset Management | 2,045 | $14.4 萬 | 0.01% | +25+1.2% | 加碼 |
| Alaska Permanent Fund Corp | 2,070 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,090 | $14.8 萬 | 0.00% | +524+33.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,255 | $15.9 萬 | 0.01% | +1,132+100.8% | 加碼 |
| Spire Wealth Management | 2,303 | $16.3 萬 | 0.01% | −323−12.3% | 減碼 |
| SRS Capital Advisors, Inc. | 2,414 | $17.1 萬 | 0.02% | +24+1.0% | 加碼 |
| Abich Financial Wealth Management LLC | 2,419 | $17.1 萬 | 0.38% | +2,419 | 新進 |
| Global Retirement Partners, LLC | 2,604 | $18.4 萬 | 0.01% | +615+30.9% | 加碼 |
| Clearstead Advisors, LLC | 2,625 | $18.5 萬 | 0.00% | +71+2.8% | 加碼 |
| Virtus ETF Advisers LLC | 2,745 | $19.4 萬 | 0.09% | −357−11.5% | 減碼 |
| LMR Partners LLP | 2,785 | $19.7 萬 | 0.00% | +2,785 | 新進 |
| CoreCap Advisors, LLC | 2,827 | $20.0 萬 | 0.01% | +2,827 | 新進 |
| Tiaa Trust, National Association | 2,886 | $20.4 萬 | 0.00% | +2,886 | 新進 |
| Whittier Trust Co of Nevada Inc | 2,917 | $20.6 萬 | 0.01% | −20−0.7% | 減碼 |
| Continuum Advisory, LLC | 3,077 | $20.7 萬 | 0.03% | +747+32.1% | 加碼 |
| Bradley Foster & Sargent Inc | 2,950 | $20.8 萬 | 0.00% | +2,950 | 新進 |
| Danske Bank A/S | 3,000 | $21.2 萬 | 0.00% | 00.0% | 不變 |
| SkyOak Wealth, LLC | 3,000 | $21.2 萬 | 0.05% | +3,000 | 新進 |
| Daymark Wealth Partners, LLC | 3,009 | $21.3 萬 | 0.01% | +3,009 | 新進 |
| Vestmark Advisory Solutions, Inc. | 3,017 | $21.3 萬 | 0.01% | +3,017 | 新進 |
| Ameritas Investment Partners, Inc. | 3,026 | $21.4 萬 | 0.01% | −216−6.7% | 減碼 |
| Lake Street Advisors Group, LLC | 3,039 | $21.5 萬 | 0.01% | +3,039 | 新進 |
| Advisor OS, LLC | 3,052 | $21.6 萬 | 0.02% | −408−11.8% | 減碼 |
| Cigna Investments Inc | 3,084 | $21.8 萬 | 0.04% | +3,084 | 新進 |