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。
2026 年第 1 季 13F 持有人
CMS Energy Corp 在 2026/3/31 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
- 802
- 較 2025 年第 4 季 +13 家
- 持有股數
- 2.98 億
- 較 2025 年第 4 季 +4,950 萬 (+20.0%)
- 總市值
- $231.0 億
- 較 2025 年第 4 季 +$57.5 億 (+33.2%)
- 新進機構
- 105
- 另有 312 家加碼
- 清倉機構
- 92
- 另有 247 家減碼
另有 12 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Spire Wealth Management | 1,204 | $9.34 萬 | 0.00% | +139+13.1% | 加碼 |
| Trust Co | 1,236 | $9.59 萬 | 0.01% | +9+0.7% | 加碼 |
| TD Private Client Wealth LLC | 1,266 | $9.82 萬 | 0.00% | +9+0.7% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 1,274 | $9.90 萬 | 0.00% | +942+283.7% | 加碼 |
| Bruce G. Allen Investments, LLC | 1,303 | $10.1 萬 | 0.07% | −165−11.2% | 減碼 |
| FWL Investment Management, LLC | 1,350 | $10.5 萬 | 0.02% | 00.0% | 不變 |
| First Financial Corp | 1,405 | $10.9 萬 | 0.04% | −75−5.1% | 減碼 |
| Costello Asset Management, INC | 1,408 | $10.9 萬 | 0.04% | 00.0% | 不變 |
| Caitlin John, LLC | 1,468 | $11.4 萬 | 0.07% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 1,495 | $11.6 萬 | 0.01% | 00.0% | 不變 |
| MeadowBrook Investment Advisors LLC | 1,500 | $11.6 萬 | 0.10% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,505 | $11.7 萬 | 0.01% | +282+23.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 1,506 | $11.7 萬 | 0.01% | +47+3.2% | 加碼 |
| Acadian Asset Management LLC | 1,551 | $12.0 萬 | 0.00% | −16,047−91.2% | 減碼 |
| Private Trust Co NA | 1,606 | $12.5 萬 | 0.01% | −9−0.6% | 減碼 |
| Crewe Advisors LLC | 1,905 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| Rothschild Investment LLC | 1,955 | $15.2 萬 | 0.01% | +168+9.4% | 加碼 |
| Larson Financial Group LLC | 2,029 | $15.7 萬 | 0.01% | +123+6.5% | 加碼 |
| Colonial Trust Co | 2,038 | $15.8 萬 | 0.02% | −3−0.1% | 減碼 |
| Versant Capital Management, Inc | 2,244 | $17.4 萬 | 0.02% | +332+17.4% | 加碼 |
| Clearstead Advisors, LLC | 2,257 | $17.5 萬 | 0.00% | −859−27.6% | 減碼 |
| Virtus Investment Advisers, Inc. | 2,523 | $19.6 萬 | 0.05% | +192+8.2% | 加碼 |
| MAI Capital Management | 2,570 | $19.9 萬 | 0.00% | +1,057+69.9% | 加碼 |
| Caxton Associates LLP | 2,595 | $20.1 萬 | 0.00% | +2,595 | 新進 |
| Citizens Financial Group Inc | 2,614 | $20.3 萬 | 0.00% | −1,009−27.8% | 減碼 |
| First Citizens Bank & Trust Co | 2,630 | $20.4 萬 | 0.00% | +2,630 | 新進 |
| Tiaa-Cref Individual & Institutional Services, LLC | 2,636 | $20.5 萬 | 0.00% | +2,636 | 新進 |
| Ingalls & Snyder LLC | 2,636 | $20.5 萬 | 0.01% | +2,636 | 新進 |
| Brighton Jones LLC | 2,650 | $20.6 萬 | 0.00% | +2,650 | 新進 |
| Beacon Pointe Advisors, LLC | 2,654 | $20.6 萬 | 0.00% | +2,654 | 新進 |
| Barnes Pettey Financial Advisors, LLC | 2,700 | $20.9 萬 | 0.09% | +2,700 | 新進 |
| Ameritas Investment Partners, Inc. | 2,728 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Independent Advisor Alliance | 2,734 | $21.2 萬 | 0.00% | +2,734 | 新進 |
| Collaborative Fund Advisors, LLC | 2,742 | $21.3 萬 | 0.13% | +2,742 | 新進 |
| Dorsey & Whitney Trust CO LLC | 2,750 | $21.3 萬 | 0.01% | +2,750 | 新進 |
| Cigna Investments Inc | 2,759 | $21.4 萬 | 0.03% | +2,759 | 新進 |
| CoreCap Advisors, LLC | 2,769 | $21.5 萬 | 0.01% | +132+5.0% | 加碼 |
| Pallas Capital Advisors LLC | 2,771 | $21.5 萬 | 0.01% | −318−10.3% | 減碼 |
| Atlas Legacy Advisors, LLC | 2,794 | $21.7 萬 | 0.04% | +2,794 | 新進 |
| Prosperity Financial Group, Inc. | 2,794 | $21.7 萬 | 0.08% | +2,794 | 新進 |
| Checchi Capital Advisers, LLC | 2,797 | $21.7 萬 | 0.01% | +2,797 | 新進 |
| Resources Investment Advisors, LLC. | 2,797 | $21.7 萬 | 0.00% | −522−15.7% | 減碼 |
| DV Trading LLC | 2,800 | $21.7 萬 | 0.02% | +2,649+1,754.3% | 加碼 |
| Drive Wealth Management, LLC | 2,805 | $21.8 萬 | 0.05% | −111−3.8% | 減碼 |
| Stock Yards Bank & Trust Co | 2,807 | $21.8 萬 | 0.01% | +2,807 | 新進 |
| Walker Asset Management, LLC | 2,814 | $21.8 萬 | 0.12% | +2,814 | 新進 |
| PCM Encore, LLC | 2,819 | $21.9 萬 | 0.04% | +2,819 | 新進 |
| Sovereign Financial Group, Inc. | 2,823 | $21.9 萬 | 0.04% | +2,823 | 新進 |
| Midwest Trust Co | 2,826 | $21.9 萬 | 0.00% | +2,826 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,869 | $22.3 萬 | 0.00% | +2,869 | 新進 |
| Oslo Pensjonsforsikring AS | 2,881 | $22.4 萬 | 0.03% | +2,881 | 新進 |
| West Michigan Advisors, LLC | 2,893 | $22.4 萬 | 0.05% | +2,893 | 新進 |
| Horizon Investment Services, LLC | 2,908 | $22.6 萬 | 0.08% | +2,908 | 新進 |
| Advisory Services Network, LLC | 2,928 | $22.7 萬 | 0.00% | −36−1.2% | 減碼 |
| Bradley Foster & Sargent Inc | 2,950 | $22.9 萬 | 0.00% | 00.0% | 不變 |
| We Are One Seven, LLC | 2,959 | $23.0 萬 | 0.00% | +95+3.3% | 加碼 |
| Camden Capital, LLC | 2,962 | $23.0 萬 | 0.02% | −36−1.2% | 減碼 |
| Longboard Asset Management, LP | 2,982 | $23.1 萬 | 4.00% | 00.0% | 不變 |
| IHT Wealth Management, LLC | 2,982 | $23.1 萬 | 0.01% | +2,982 | 新進 |
| Florida Financial Advisors, LLC | 2,995 | $23.2 萬 | 0.06% | −179−5.6% | 減碼 |
| SkyOak Wealth, LLC | 3,000 | $23.3 萬 | 0.04% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 3,001 | $23.3 萬 | 0.02% | +29+1.0% | 加碼 |
| Spartan Wealth Advisory Services LLC | 3,037 | $23.6 萬 | 0.02% | +3,037 | 新進 |
| Journey Advisory Group, LLC | 3,050 | $23.7 萬 | 0.02% | −1,000−24.7% | 減碼 |
| Patton Fund Management, Inc. | 3,051 | $23.7 萬 | 0.04% | 00.0% | 不變 |
| VestGen Advisors, LLC | 3,254 | $23.9 萬 | 0.01% | +3,254 | 新進 |
| Whittier Trust Co of Nevada Inc | 3,048 | $23.9 萬 | 0.00% | −54−1.7% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,079 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 3,096 | $24.0 萬 | 0.00% | +3,096 | 新進 |
| Chicago Trust Co NA | 3,100 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 3,121 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| Bollard Group LLC | 3,156 | $24.5 萬 | 0.01% | +22+0.7% | 加碼 |
| Diversify Wealth Management, LLC | 3,283 | $24.5 萬 | 0.00% | +3,283 | 新進 |
| Gen-Wealth Partners Inc | 3,179 | $24.7 萬 | 0.08% | +17+0.5% | 加碼 |
| Tema ETFs LLC | 3,242 | $25.2 萬 | 0.02% | +14+0.4% | 加碼 |
| LVW Advisors, LLC | 3,246 | $25.2 萬 | 0.02% | −1,214−27.2% | 減碼 |
| Phillips Wealth Planners LLC | 3,453 | $25.3 萬 | 0.19% | +3,453 | 新進 |
| Essex Savings Bank | 3,268 | $25.4 萬 | 0.06% | −5−0.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 3,298 | $25.6 萬 | 0.00% | +204+6.6% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,328 | $25.8 萬 | 0.07% | −1,719−34.1% | 減碼 |
| Corecam AG | 3,361 | $25.9 萬 | 0.23% | +3,361 | 新進 |
| Stiles Financial Services Inc | 3,396 | $26.3 萬 | 0.08% | 00.0% | 不變 |
| VeraBank, N.A. | 3,400 | $26.4 萬 | 0.05% | 00.0% | 不變 |
| Daymark Wealth Partners, LLC | 3,450 | $26.8 萬 | 0.01% | +495+16.8% | 加碼 |
| Commerzbank Aktiengesellschaft | 3,450 | $26.8 萬 | 0.01% | −116−3.3% | 減碼 |
| Bridgefront Capital, LLC | 3,470 | $26.9 萬 | 0.07% | −21,895−86.3% | 減碼 |
| Warren Averett Asset Management, LLC | 3,487 | $27.0 萬 | 0.00% | +3,487 | 新進 |
| Aprio Wealth Management, LLC | 3,487 | $27.1 萬 | 0.01% | +3,487 | 新進 |
| Pointe Capital Management LLC | 3,515 | $27.3 萬 | 0.14% | 00.0% | 不變 |
| Financial Strategies Group, Inc. | 3,590 | $27.3 萬 | 0.05% | +22+0.6% | 加碼 |
| Johnson Investment Counsel Inc | 3,526 | $27.4 萬 | 0.00% | +67+1.9% | 加碼 |
| Trust Co of Toledo NA | 3,538 | $27.4 萬 | 0.03% | +5+0.1% | 加碼 |
| Massmutual Trust Co FSB | 3,616 | $28.1 萬 | 0.01% | −218−5.7% | 減碼 |
| Quarry LP | 3,685 | $28.6 萬 | 0.06% | −1,400−27.5% | 減碼 |
| Allworth Financial LP | 3,685 | $28.6 萬 | 0.00% | +1,499+68.6% | 加碼 |
| Aventura Private Wealth, LLC | 3,766 | $29.2 萬 | 0.11% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 3,771 | $29.3 萬 | 0.00% | +3,771 | 新進 |
| Norden Group LLC | 3,902 | $30.3 萬 | 0.03% | −1,278−24.7% | 減碼 |
| Kera Capital Partners, Inc. | 3,934 | $30.5 萬 | 0.04% | +206+5.5% | 加碼 |
| Capital Investment Advisors, LLC | 3,973 | $30.8 萬 | 0.00% | +8+0.2% | 加碼 |