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 |
|---|---|---|---|---|---|
| Prosperity Financial Group, Inc. | 3,121 | $22.0 萬 | 0.12% | +3,121 | 新進 |
| Dana Investment Advisors, Inc. | 3,124 | $22.1 萬 | 0.01% | −283−8.3% | 減碼 |
| Siemens Fonds Invest GmbH | 3,229 | $22.8 萬 | 0.02% | +3,229 | 新進 |
| Paradigm Financial Partners, LLC | 3,381 | $22.9 萬 | 0.03% | +3,381 | 新進 |
| Stiles Financial Services Inc | 3,271 | $23.1 萬 | 0.08% | +3,271 | 新進 |
| Deerfield Management Company, L.P. (Series C) | 3,297 | $23.3 萬 | 0.00% | −11,057−77.0% | 減碼 |
| Baader Bank INC | 3,402 | $23.9 萬 | 0.02% | +3,402 | 新進 |
| Strait & Sound Wealth Management LLC | 3,393 | $24.0 萬 | 0.12% | −81−2.3% | 減碼 |
| VeraBank, N.A. | 3,400 | $24.0 萬 | 0.07% | 00.0% | 不變 |
| Seven Eight Capital, LP | 3,411 | $24.1 萬 | 0.02% | +3,411 | 新進 |
| Journey Advisory Group, LLC | 4,050 | $24.1 萬 | 0.03% | 00.0% | 不變 |
| Full Sail Capital, LLC | 3,445 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| TFB Advisors LLC | 3,449 | $24.4 萬 | 0.07% | +59+1.7% | 加碼 |
| Apollon Wealth Management, LLC | 3,450 | $24.4 萬 | 0.01% | +26+0.8% | 加碼 |
| National Asset Management, Inc. | 3,473 | $24.6 萬 | 0.01% | −843−19.5% | 減碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,506 | $24.8 萬 | 0.10% | +39+1.1% | 加碼 |
| SageView Advisory Group, LLC | 3,513 | $24.8 萬 | 0.01% | −71−2.0% | 減碼 |
| Pointe Capital Management LLC | 3,515 | $24.8 萬 | 0.14% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 3,518 | $24.8 萬 | 0.01% | +3,518 | 新進 |
| GTS Securities LLC | 3,526 | $24.9 萬 | 0.01% | +3,526 | 新進 |
| Venture Visionary Partners LLC | 3,535 | $25.0 萬 | 0.01% | −355−9.1% | 減碼 |
| Essex Savings Bank | 3,539 | $25.0 萬 | 0.06% | −29−0.8% | 減碼 |
| Morningstar Investment Management LLC | 3,627 | $25.3 萬 | 0.03% | +9+0.2% | 加碼 |
| Essex Financial Services, Inc. | 3,567 | $25.3 萬 | 0.02% | +3,567 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 3,605 | $25.5 萬 | 0.03% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 3,625 | $25.6 萬 | 0.00% | +187+5.4% | 加碼 |
| Integrated Wealth Concepts LLC | 3,630 | $25.6 萬 | 0.00% | −607−14.3% | 減碼 |
| Trust Point Inc. | 3,664 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Atom Investors LP | 3,688 | $26.0 萬 | 0.03% | +3,688 | 新進 |
| Cerro Pacific Wealth Advisors LLC | 4,377 | $26.1 萬 | 0.10% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 3,740 | $26.4 萬 | 0.02% | +3,740 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 3,745 | $26.5 萬 | 0.07% | 00.0% | 不變 |
| Financial Strategies Group, Inc. | 3,801 | $26.6 萬 | 0.06% | +122+3.3% | 加碼 |
| Mather Group, LLC. | 3,776 | $26.7 萬 | 0.00% | +480+14.6% | 加碼 |
| Sage Mountain Advisors LLC | 3,776 | $26.7 萬 | 0.02% | +3,776 | 新進 |
| Insigneo Advisory Services, LLC | 3,838 | $27.1 萬 | 0.03% | −442−10.3% | 減碼 |
| Gen-Wealth Partners Inc | 3,886 | $27.2 萬 | 0.12% | −870−18.3% | 減碼 |
| Massmutual Trust Co FSB | 3,891 | $27.5 萬 | 0.01% | +124+3.3% | 加碼 |
| Los Angeles Capital Management LLC | 3,895 | $27.5 萬 | 0.00% | 00.0% | 不變 |
| LVW Advisors, LLC | 3,903 | $27.6 萬 | 0.04% | +3,903 | 新進 |
| Kingswood Wealth Advisors, LLC | 3,939 | $27.8 萬 | 0.02% | −262−6.2% | 減碼 |
| NorthRock Partners, LLC | 3,985 | $28.1 萬 | 0.01% | −610−13.3% | 減碼 |
| Horizon Investments, LLC | 4,054 | $28.4 萬 | 0.01% | −322−7.4% | 減碼 |
| Stephens Consulting, LLC | 4,102 | $29.0 萬 | 0.07% | +343+9.1% | 加碼 |
| Frank, Rimerman Advisors LLC | 4,113 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,179 | $29.5 萬 | 0.02% | +3,700+772.4% | 加碼 |
| Vontobel Holding Ltd. | 4,262 | $30.1 萬 | 0.00% | +215+5.3% | 加碼 |
| Morningstar Investment Services LLC | 4,290 | $30.2 萬 | 0.00% | +768+21.8% | 加碼 |
| Crestwood Advisors Group LLC | 4,347 | $30.7 萬 | 0.01% | +260+6.4% | 加碼 |
| Pitcairn Co | 4,352 | $30.7 萬 | 0.02% | +68+1.6% | 加碼 |
| Pallas Capital Advisors LLC | 4,286 | $30.8 萬 | 0.01% | +404+10.4% | 加碼 |
| HighPoint Advisor Group LLC | 4,520 | $30.9 萬 | 0.02% | −78−1.7% | 減碼 |
| Great Lakes Advisors, LLC | 4,372 | $30.9 萬 | 0.00% | −21−0.5% | 減碼 |
| Trust Co of the South | 4,404 | $31.1 萬 | 0.07% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 4,459 | $31.3 萬 | 0.01% | +625+16.3% | 加碼 |
| Quadrant Capital Group LLC | 4,517 | $31.9 萬 | 0.02% | +55+1.2% | 加碼 |
| Signaturefd, LLC | 4,532 | $32.0 萬 | 0.01% | +123+2.8% | 加碼 |
| Capital Investment Advisors, LLC | 4,553 | $32.2 萬 | 0.01% | +28+0.6% | 加碼 |
| Alpine Woods Capital Investors, LLC | 4,750 | $32.6 萬 | 0.06% | 00.0% | 不變 |
| Fulton Bank, N.A. | 4,628 | $32.7 萬 | 0.01% | +133+3.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 4,648 | $32.8 萬 | 0.01% | −249−5.1% | 減碼 |
| Prelude Capital Management, LLC | 4,674 | $33.0 萬 | 0.03% | −7,500−61.6% | 減碼 |
| Samalin Investment Counsel, LLC | 4,678 | $33.0 萬 | 0.14% | −254−5.2% | 減碼 |
| Chatham Capital Group, Inc. | 4,730 | $33.4 萬 | 0.05% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 4,760 | $33.6 萬 | 0.02% | 00.0% | 不變 |
| Oxler Private Wealth LLC | 4,769 | $33.7 萬 | 0.12% | +25+0.5% | 加碼 |
| Pinnacle Wealth Management Group, Inc. | 4,795 | $33.9 萬 | 0.21% | +70+1.5% | 加碼 |
| Wetherby Asset Management Inc | 4,925 | $34.8 萬 | 0.02% | −13−0.3% | 減碼 |
| MBB Public Markets I LLC | 4,950 | $35.0 萬 | 0.03% | −15,820−76.2% | 減碼 |
| Silverleafe Capital Partners, LLC | 5,000 | $35.3 萬 | 0.12% | 00.0% | 不變 |
| Aquila Investment Management LLC | 5,000 | $35.3 萬 | 0.39% | +5,000 | 新進 |
| Empowered Funds, LLC | 5,028 | $35.5 萬 | 0.01% | +517+11.5% | 加碼 |
| Ashton Thomas Securities, LLC | 5,051 | $35.7 萬 | 0.07% | +5,051 | 新進 |
| Ballentine Partners, LLC | 5,060 | $35.7 萬 | 0.01% | +496+10.9% | 加碼 |
| Carrera Capital Advisors | 5,074 | $35.8 萬 | 0.09% | +5,074 | 新進 |
| Strategy Asset Managers LLC | 5,122 | $36.2 萬 | 0.07% | +906+21.5% | 加碼 |
| Ronald Blue Trust, Inc. | 6,140 | $36.6 萬 | 0.00% | +1,514+32.7% | 加碼 |
| Belpointe Asset Management LLC | 5,175 | $36.6 萬 | 0.02% | +893+20.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 5,247 | $37.1 萬 | 0.04% | −437−7.7% | 減碼 |
| Wedbush Securities Inc | 5,277 | $37.3 萬 | 0.01% | +3+0.1% | 加碼 |
| NewEdge Wealth, LLC | 5,307 | $37.5 萬 | 0.01% | +5,307 | 新進 |
| International Private Wealth Advisors LLC | 5,316 | $37.5 萬 | 0.55% | −285−5.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 5,478 | $38.7 萬 | 0.01% | +50+0.9% | 加碼 |
| Federation des caisses Desjardins du Quebec | 5,630 | $39.8 萬 | 0.00% | +87+1.6% | 加碼 |
| Blair William & Co | 5,652 | $39.9 萬 | 0.00% | +223+4.1% | 加碼 |
| Occudo Quantitative Strategies LP | 5,725 | $40.4 萬 | 0.07% | +5,725 | 新進 |
| Accurate Wealth Management, LLC | 5,891 | $41.4 萬 | 0.08% | +5,891 | 新進 |
| Ossiam | 5,866 | $41.4 萬 | 0.01% | +4,107+233.5% | 加碼 |
| Zions Bancorporation, N.A. | 5,931 | $41.9 萬 | 0.03% | +1,192+25.2% | 加碼 |
| XTX Topco Ltd | 6,194 | $43.7 萬 | 0.03% | +6,194 | 新進 |
| Everence Capital Management Inc | 6,230 | $44.0 萬 | 0.03% | −6,300−50.3% | 減碼 |
| Oak Thistle LLC | 6,257 | $44.2 萬 | 0.14% | +740+13.4% | 加碼 |
| Conning Inc. | 6,332 | $44.7 萬 | 0.01% | 00.0% | 不變 |
| Executive Wealth Management, LLC | 6,377 | $45.0 萬 | 0.04% | +6,377 | 新進 |
| Capstone Investment Advisors, LLC | 6,414 | $45.3 萬 | 0.01% | −8,639−57.4% | 減碼 |
| Raymond James Trust N.A. | 6,448 | $45.5 萬 | 0.01% | +1,940+43.0% | 加碼 |
| Summit Trail Advisors, LLC | 6,551 | $46.3 萬 | 0.01% | +2,976+83.2% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 6,561 | $46.3 萬 | 0.00% | −279,900−97.7% | 減碼 |
| Advisory Alpha, LLC | 6,613 | $46.7 萬 | 0.02% | −6−0.1% | 減碼 |
| Kestra Advisory Services, LLC | 6,646 | $46.9 萬 | 0.00% | −208−3.0% | 減碼 |