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。
2025 年第 4 季 13F 持有人
CMS Energy Corp 在 2025/12/31 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
- 801
- 較 2025 年第 3 季 +36 家
- 持有股數
- 2.94 億
- 較 2025 年第 3 季 +444.8 萬 (+1.5%)
- 總市值
- $205.3 億
- 較 2025 年第 3 季 −$6.43 億 (−3.0%)
- 新進機構
- 108
- 另有 291 家加碼
- 清倉機構
- 72
- 另有 268 家減碼
另有 11 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dixon Mitchell Investment Counsel Inc. | 1,194 | $8.35 萬 | 0.00% | +1,194 | 新進 |
| CVA Family Office, LLC | 1,223 | $8.55 萬 | 0.01% | +2+0.2% | 加碼 |
| Trust Co | 1,227 | $8.58 萬 | 0.01% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 1,257 | $8.79 萬 | 0.00% | +1+0.1% | 加碼 |
| FWL Investment Management, LLC | 1,350 | $9.44 萬 | 0.02% | 00.0% | 不變 |
| Costello Asset Management, INC | 1,408 | $9.85 萬 | 0.03% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 1,459 | $10.2 萬 | 0.01% | +1,459 | 新進 |
| Bruce G. Allen Investments, LLC | 1,468 | $10.3 萬 | 0.07% | −16−1.1% | 減碼 |
| Caitlin John, LLC | 1,468 | $10.3 萬 | 0.07% | 00.0% | 不變 |
| First Financial Corp | 1,480 | $10.3 萬 | 0.04% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,495 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 1,500 | $10.5 萬 | 0.09% | 00.0% | 不變 |
| MAI Capital Management | 1,513 | $10.6 萬 | 0.00% | −129−7.9% | 減碼 |
| Private Trust Co NA | 1,615 | $11.3 萬 | 0.01% | +53+3.4% | 加碼 |
| Jefferies Financial Group Inc. | 1,668 | $11.7 萬 | 0.00% | +1,668 | 新進 |
| Rothschild Investment LLC | 1,787 | $12.5 萬 | 0.01% | +119+7.1% | 加碼 |
| Quent Capital, LLC | 1,859 | $13.0 萬 | 0.01% | +481+34.9% | 加碼 |
| Cranbrook Wealth Management, LLC | 1,878 | $13.1 萬 | 0.03% | +765+68.7% | 加碼 |
| Crewe Advisors LLC | 1,905 | $13.3 萬 | 0.01% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,906 | $13.3 萬 | 0.00% | −340−15.1% | 減碼 |
| Versant Capital Management, Inc | 1,912 | $13.4 萬 | 0.02% | +29+1.5% | 加碼 |
| SageView Advisory Group, LLC | 1,925 | $13.5 萬 | 0.00% | −1,735−47.4% | 減碼 |
| Colonial Trust Co | 2,041 | $14.3 萬 | 0.02% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 2,056 | $14.4 萬 | 0.06% | +2,056 | 新進 |
| Allworth Financial LP | 2,186 | $15.3 萬 | 0.00% | +16+0.7% | 加碼 |
| Virtus Investment Advisers, Inc. | 2,331 | $16.3 萬 | 0.04% | +2,331 | 新進 |
| CoreCap Advisors, LLC | 2,637 | $18.4 萬 | 0.01% | −2−0.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 2,728 | $19.1 萬 | 0.01% | 00.0% | 不變 |
| Harbour Investments, Inc. | 2,730 | $19.1 萬 | 0.00% | +1,412+107.1% | 加碼 |
| We Are One Seven, LLC | 2,864 | $20.0 萬 | 0.00% | −34−1.2% | 減碼 |
| Foundations Investment Advisors, LLC | 2,865 | $20.0 萬 | 0.00% | +78+2.8% | 加碼 |
| GTS Securities LLC | 2,878 | $20.1 萬 | 0.01% | −4,743−62.2% | 減碼 |
| Wealthspire Advisors, LLC | 2,899 | $20.3 萬 | 0.00% | +1,889+187.0% | 加碼 |
| Frec Markets, Inc. | 2,910 | $20.4 萬 | 0.06% | +2,910 | 新進 |
| Drive Wealth Management, LLC | 2,916 | $20.4 萬 | 0.04% | +2,916 | 新進 |
| Bradley Foster & Sargent Inc | 2,950 | $20.6 萬 | 0.00% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 2,955 | $20.7 萬 | 0.01% | −147−4.7% | 減碼 |
| Advisory Services Network, LLC | 2,964 | $20.7 萬 | 0.00% | +377+14.6% | 加碼 |
| Transcend Wealth Collective, LLC | 2,972 | $20.8 萬 | 0.02% | +135+4.8% | 加碼 |
| Longboard Asset Management, LP | 2,982 | $20.9 萬 | 1.33% | 00.0% | 不變 |
| Camden Capital, LLC | 2,998 | $21.0 萬 | 0.01% | +193+6.9% | 加碼 |
| SkyOak Wealth, LLC | 3,000 | $21.0 萬 | 0.04% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 3,032 | $21.2 萬 | 0.00% | −9,237−75.3% | 減碼 |
| Patton Fund Management, Inc. | 3,051 | $21.3 萬 | 0.03% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 3,067 | $21.4 萬 | 0.01% | +296+10.7% | 加碼 |
| Aigen Investment Management, LP | 3,068 | $21.5 萬 | 0.05% | +3,068 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,079 | $21.5 萬 | 0.01% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 3,089 | $21.6 萬 | 0.01% | −50−1.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,094 | $21.6 萬 | 0.00% | +3,094 | 新進 |
| Chicago Trust Co NA | 3,100 | $21.7 萬 | 0.03% | 00.0% | 不變 |
| Los Angeles Capital Management LLC | 2,966 | $21.7 萬 | 0.00% | −105−3.4% | 減碼 |
| Clearstead Advisors, LLC | 3,116 | $21.8 萬 | 0.00% | +483+18.3% | 加碼 |
| Vontobel Holding Ltd. | 3,121 | $21.8 萬 | 0.00% | −304−8.9% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,102 | $21.8 萬 | 0.00% | −26−0.8% | 減碼 |
| Bollard Group LLC | 3,134 | $21.9 萬 | 0.01% | +3,134 | 新進 |
| Florida Financial Advisors, LLC | 3,174 | $22.0 萬 | 0.06% | +149+4.9% | 加碼 |
| Gen-Wealth Partners Inc | 3,162 | $22.1 萬 | 0.07% | +5+0.2% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 3,203 | $22.4 萬 | 0.06% | −118−3.6% | 減碼 |
| Lighthouse Investment Partners, LLC | 3,206 | $22.4 萬 | 0.01% | +3,206 | 新進 |
| Mach-1 Financial Group, Inc. | 3,209 | $22.4 萬 | 0.05% | +3,209 | 新進 |
| Tema ETFs LLC | 3,228 | $22.6 萬 | 0.02% | −8−0.2% | 減碼 |
| Essex Savings Bank | 3,273 | $22.9 萬 | 0.05% | −210−6.0% | 減碼 |
| Neo Ivy Capital Management | 3,274 | $22.9 萬 | 0.04% | +3,274 | 新進 |
| Continuum Advisory, LLC | 3,284 | $23.0 萬 | 0.02% | −581−15.0% | 減碼 |
| First Heartland Consultants, Inc. | 3,307 | $23.1 萬 | 0.02% | +23+0.7% | 加碼 |
| Resources Investment Advisors, LLC. | 3,319 | $23.2 萬 | 0.00% | −49−1.5% | 減碼 |
| Stiles Financial Services Inc | 3,396 | $23.7 萬 | 0.07% | +25+0.7% | 加碼 |
| VeraBank, N.A. | 3,400 | $23.8 萬 | 0.04% | 00.0% | 不變 |
| AlphaCore Capital LLC | 3,425 | $24.0 萬 | 0.01% | +3,425 | 新進 |
| Johnson Investment Counsel Inc | 3,459 | $24.2 萬 | 0.00% | +206+6.3% | 加碼 |
| Pointe Capital Management LLC | 3,515 | $24.6 萬 | 0.12% | 00.0% | 不變 |
| Trust Co of Toledo NA | 3,533 | $24.7 萬 | 0.02% | 00.0% | 不變 |
| Trust Point Inc. | 3,540 | $24.8 萬 | 0.02% | −16−0.4% | 減碼 |
| Commerzbank Aktiengesellschaft | 3,566 | $24.9 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 3,587 | $25.1 萬 | 0.00% | +1,185+49.3% | 加碼 |
| Financial Strategies Group, Inc. | 3,568 | $25.1 萬 | 0.05% | +22+0.6% | 加碼 |
| Citizens Financial Group Inc | 3,623 | $25.3 萬 | 0.00% | −416−10.3% | 減碼 |
| Parallel Advisors, LLC | 3,677 | $25.7 萬 | 0.00% | +70+1.9% | 加碼 |
| Procyon Private Wealth Partners, LLC | 3,745 | $26.2 萬 | 0.01% | +3,745 | 新進 |
| Aventura Private Wealth, LLC | 3,766 | $26.3 萬 | 0.09% | 00.0% | 不變 |
| Kera Capital Partners, Inc. | 3,728 | $26.7 萬 | 0.03% | +3,728 | 新進 |
| Qsemble Capital Management, LP | 3,828 | $26.8 萬 | 0.02% | −96,028−96.2% | 減碼 |
| Massmutual Trust Co FSB | 3,834 | $26.8 萬 | 0.01% | +85+2.3% | 加碼 |
| nVerses Capital, LLC | 3,905 | $27.3 萬 | 0.61% | +3,905 | 新進 |
| Caitong International Asset Management Co., Ltd | 3,922 | $27.4 萬 | 0.07% | +3,295+525.5% | 加碼 |
| Banco Santander, S.A. | 3,946 | $27.6 萬 | 0.00% | +3,946 | 新進 |
| Capital Investment Advisors, LLC | 3,965 | $27.7 萬 | 0.00% | −33−0.8% | 減碼 |
| Schwallier Wealth Management LLC | 3,897 | $27.9 萬 | 0.18% | +3,897 | 新進 |
| Mattson Financial Services, LLC | 3,999 | $28.0 萬 | 0.07% | −179−4.3% | 減碼 |
| Gradient Investments LLC | 4,010 | $28.0 萬 | 0.00% | −179−4.3% | 減碼 |
| Journey Advisory Group, LLC | 4,050 | $28.3 萬 | 0.02% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,059 | $28.4 萬 | 0.01% | −249−5.8% | 減碼 |
| Westwood Holdings Group Inc. | 4,125 | $28.8 萬 | 0.00% | −35,939−89.7% | 減碼 |
| Stephens Consulting, LLC | 4,130 | $28.9 萬 | 0.09% | +5+0.1% | 加碼 |
| Inscription Capital, LLC | 4,140 | $29.0 萬 | 0.03% | −921−18.2% | 減碼 |
| Moment Partners, LLC | 4,241 | $29.7 萬 | 0.06% | −1,019−19.4% | 減碼 |
| Quadrant Capital Group LLC | 4,259 | $29.8 萬 | 0.01% | +137+3.3% | 加碼 |
| International Private Wealth Advisors LLC | 4,278 | $29.9 萬 | 0.19% | −71−1.6% | 減碼 |
| Farther Finance Advisors, LLC | 4,278 | $29.9 萬 | 0.00% | +1,050+32.5% | 加碼 |
| Carrera Capital Advisors | 4,293 | $30.0 萬 | 0.05% | −370−7.9% | 減碼 |