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 2 季 13F 持有人
CMS Energy Corp 在 2026/6/30 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
- 821
- 較 2026 年第 1 季 +25 家
- 持有股數
- 3.15 億
- 較 2026 年第 1 季 +1,826 萬 (+6.1%)
- 總市值
- $241.7 億
- 較 2026 年第 1 季 +$11.1 億 (+4.8%)
- 新進機構
- 106
- 另有 337 家加碼
- 清倉機構
- 81
- 另有 241 家減碼
另有 6 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 3,595 | $27.5 萬 | 0.00% | −506−12.3% | 減碼 |
| Evercore Wealth Management, LLC | 3,600 | $27.5 萬 | 0.00% | +3,600 | 新進 |
| Transcend Wealth Collective, LLC | 3,633 | $27.8 萬 | 0.02% | +632+21.1% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,644 | $27.9 萬 | 0.07% | +316+9.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 3,657 | $28.0 萬 | 0.00% | −939−20.4% | 減碼 |
| Daymark Wealth Partners, LLC | 3,658 | $28.0 萬 | 0.01% | +208+6.0% | 加碼 |
| Perigon Wealth Management, LLC | 3,720 | $28.5 萬 | 0.00% | +624+20.2% | 加碼 |
| Aventura Private Wealth, LLC | 3,766 | $28.8 萬 | 0.09% | 00.0% | 不變 |
| Trust Co of Toledo NA | 3,804 | $29.1 萬 | 0.02% | +266+7.5% | 加碼 |
| Stevens Capital Management LP | 3,815 | $29.2 萬 | 0.07% | +3,815 | 新進 |
| CoreCap Advisors, LLC | 3,838 | $29.4 萬 | 0.01% | +1,069+38.6% | 加碼 |
| Ronald Blue Trust, Inc. | 3,845 | $29.4 萬 | 0.00% | −1,057−21.6% | 減碼 |
| CX Institutional | 3,884 | $29.7 萬 | 0.01% | −326−7.7% | 減碼 |
| Mattson Financial Services, LLC | 3,999 | $29.7 萬 | 0.06% | 00.0% | 不變 |
| EntryPoint Capital, LLC | 3,893 | $29.8 萬 | 0.07% | −8,804−69.3% | 減碼 |
| Cresset Asset Management, LLC | 3,906 | $29.9 萬 | 0.00% | +135+3.6% | 加碼 |
| Oslo Pensjonsforsikring AS | 3,918 | $30.0 萬 | 0.03% | +1,037+36.0% | 加碼 |
| Aprio Wealth Management, LLC | 3,948 | $30.2 萬 | 0.01% | +461+13.2% | 加碼 |
| Gradient Investments LLC | 4,010 | $30.7 萬 | 0.00% | −20.0% | 減碼 |
| Capital Investment Advisors, LLC | 4,014 | $30.7 萬 | 0.00% | +41+1.0% | 加碼 |
| Zions Bancorporation, National Association | 4,077 | $31.2 萬 | 0.02% | −124−3.0% | 減碼 |
| AlphaCore Capital LLC | 4,086 | $31.3 萬 | 0.01% | +4,086 | 新進 |
| Diversify Wealth Management, LLC | 4,215 | $31.3 萬 | 0.01% | +932+28.4% | 加碼 |
| Diversify Advisory Services, LLC | 4,215 | $31.3 萬 | 0.01% | +4,215 | 新進 |
| Clearstead Advisors, LLC | 4,123 | $31.5 萬 | 0.00% | +1,866+82.7% | 加碼 |
| Baker Avenue Asset Management, LP | 4,123 | $31.5 萬 | 0.01% | +4,123 | 新進 |
| Ellevest, Inc. | 4,134 | $31.6 萬 | 0.04% | +4,134 | 新進 |
| Rehmann Capital Advisory Group | 4,148 | $31.7 萬 | 0.01% | −612−12.9% | 減碼 |
| Sowell Financial Services LLC | 4,215 | $32.2 萬 | 0.01% | −627−12.9% | 減碼 |
| Carrera Capital Advisors | 4,273 | $32.7 萬 | 0.05% | −20−0.5% | 減碼 |
| Edgestream Partners, L.P. | 4,299 | $32.9 萬 | 0.01% | +4,299 | 新進 |
| Pinnacle Wealth Management Group, Inc. | 4,345 | $33.2 萬 | 0.16% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 4,393 | $33.6 萬 | 0.01% | +4,393 | 新進 |
| Trust Co of the South | 4,404 | $33.7 萬 | 0.05% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,422 | $33.8 萬 | 0.01% | −505−10.2% | 減碼 |
| Allworth Financial LP | 4,453 | $34.1 萬 | 0.00% | +768+20.8% | 加碼 |
| Qtron Investments LLC | 4,458 | $34.1 萬 | 0.05% | +4,458 | 新進 |
| Procyon Private Wealth Partners, LLC | 4,466 | $34.2 萬 | 0.01% | −3−0.1% | 減碼 |
| Evansbrook LLC | 4,499 | $34.4 萬 | 0.21% | 00.0% | 不變 |
| Oxler Private Wealth LLC | 4,503 | $34.4 萬 | 0.10% | +26+0.6% | 加碼 |
| Concurrent Investment Advisors, LLC | 4,551 | $34.8 萬 | 0.00% | +1,253+38.0% | 加碼 |
| Moment Partners, LLC | 4,579 | $35.0 萬 | 0.06% | +358+8.5% | 加碼 |
| Rothschild Investment LLC | 4,652 | $35.6 萬 | 0.01% | +2,697+138.0% | 加碼 |
| Phillips Wealth Planners LLC | 4,636 | $35.7 萬 | 0.26% | +1,183+34.3% | 加碼 |
| Alpine Woods Capital Investors, LLC | 4,750 | $36.3 萬 | 0.08% | 00.0% | 不變 |
| Elevated Capital Advisors, LLC | 4,849 | $37.1 萬 | 0.10% | −5,052−51.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 4,850 | $37.1 萬 | 0.01% | −245−4.8% | 減碼 |
| Everpar Advisors LLC | 4,903 | $37.5 萬 | 0.11% | +4,903 | 新進 |
| Inscription Capital, LLC | 4,922 | $37.7 萬 | 0.03% | +505+11.4% | 加碼 |
| Samalin Investment Counsel, LLC | 4,948 | $37.8 萬 | 0.12% | +15+0.3% | 加碼 |
| West Michigan Advisors, LLC | 4,962 | $38.0 萬 | 0.07% | +2,069+71.5% | 加碼 |
| D.A. Davidson & Co. | 4,989 | $38.2 萬 | 0.00% | −11−0.2% | 減碼 |
| Silverleafe Capital Partners, LLC | 5,000 | $38.3 萬 | 0.10% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 5,017 | $38.4 萬 | 0.01% | +5,017 | 新進 |
| Daniel Investment Group, Inc. | 5,031 | $38.5 萬 | 0.23% | +5,031 | 新進 |
| Chatham Capital Group, Inc. | 5,032 | $38.5 萬 | 0.05% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 5,074 | $38.8 萬 | 0.01% | −15−0.3% | 減碼 |
| Farther Finance Advisors, LLC | 5,072 | $38.9 萬 | 0.00% | −303−5.6% | 減碼 |
| Strategy Asset Managers LLC | 5,157 | $39.5 萬 | 0.06% | −231−4.3% | 減碼 |
| Argonautica Private Wealth Management, Inc | 5,187 | $39.7 萬 | 0.10% | +5,187 | 新進 |
| TCW Group Inc | 5,189 | $39.7 萬 | 0.00% | +261+5.3% | 加碼 |
| Camden Capital, LLC | 5,266 | $40.3 萬 | 0.02% | +2,304+77.8% | 加碼 |
| Citizens Financial Group Inc | 5,409 | $41.4 萬 | 0.00% | +2,795+106.9% | 加碼 |
| TCG Advisory Services, LLC | 5,461 | $41.8 萬 | 0.01% | +5,461 | 新進 |
| QRG Capital Management, Inc. | 5,492 | $42.0 萬 | 0.00% | +482+9.6% | 加碼 |
| International Private Wealth Advisors LLC | 5,549 | $42.5 萬 | 0.22% | +852+18.1% | 加碼 |
| Farringdon Capital, Ltd. | 5,598 | $42.8 萬 | 0.21% | +5,598 | 新進 |
| Havemeyer Place LP | 5,648 | $43.2 萬 | 0.04% | +5,648 | 新進 |
| Davenport & Co LLC | 5,659 | $43.3 萬 | 0.00% | +542+10.6% | 加碼 |
| Conning Inc. | 5,661 | $43.3 萬 | 0.01% | −187−3.2% | 減碼 |
| Tower Research Capital LLC (TRC) | 5,699 | $43.6 萬 | 0.01% | −4,320−43.1% | 減碼 |
| Coldstream Capital Management Inc | 5,721 | $43.8 萬 | 0.01% | −891−13.5% | 減碼 |
| Armis Advisers, LLC | 5,870 | $44.8 萬 | 0.04% | −318−5.1% | 減碼 |
| Excelsior Advisor Network LLC | 5,899 | $45.1 萬 | 0.06% | +612+11.6% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 5,924 | $45.3 萬 | 0.00% | −436−6.9% | 減碼 |
| Accurate Wealth Management, LLC | 6,056 | $45.7 萬 | 0.04% | +194+3.3% | 加碼 |
| Azimuth Capital Investment Management LLC | 6,000 | $45.9 萬 | 0.02% | 00.0% | 不變 |
| Advisory Alpha, LLC | 6,158 | $47.1 萬 | 0.01% | +44+0.7% | 加碼 |
| NewEdge Wealth, LLC | 6,255 | $47.9 萬 | 0.00% | −229−3.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 6,279 | $48.1 萬 | 0.00% | −2,482−28.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,316 | $48.3 萬 | 0.01% | +3,447+120.1% | 加碼 |
| Acorn Wealth Advisors, LLC | 6,317 | $48.3 萬 | 0.12% | −113−1.8% | 減碼 |
| Fulton Bank, N.A. | 6,337 | $48.5 萬 | 0.01% | +524+9.0% | 加碼 |
| Ballentine Partners, LLC | 6,494 | $49.7 萬 | 0.01% | −63−1.0% | 減碼 |
| Financial Advisors Network, Inc. | 6,517 | $49.9 萬 | 0.06% | +876+15.5% | 加碼 |
| Aaron Wealth Advisors | 6,578 | $50.3 萬 | 0.03% | +1,996+43.6% | 加碼 |
| Callan Family Office, LLC | 6,653 | $50.9 萬 | 0.01% | −1,107−14.3% | 減碼 |
| Prospera Financial Services Inc | 6,716 | $51.4 萬 | 0.01% | +113+1.7% | 加碼 |
| Savant Capital, LLC | 6,789 | $51.8 萬 | 0.00% | +95+1.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 6,823 | $52.2 萬 | 0.00% | +4,169+157.1% | 加碼 |
| Amica Mutual Insurance Co | 6,861 | $52.5 萬 | 0.04% | −2,141−23.8% | 減碼 |
| MAI Capital Management | 6,866 | $52.5 萬 | 0.00% | +4,296+167.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 6,953 | $53.2 萬 | 0.03% | +759+12.3% | 加碼 |
| Plante Moran Financial Advisors, LLC | 7,156 | $54.7 萬 | 0.03% | +55+0.8% | 加碼 |
| Crestwood Advisors Group LLC | 7,429 | $56.8 萬 | 0.01% | +1,717+30.1% | 加碼 |
| Segment Wealth Management, LLC | 7,433 | $56.9 萬 | 0.03% | +1,415+23.5% | 加碼 |
| EP Wealth Advisors, LLC | 7,454 | $57.0 萬 | 0.00% | +7,454 | 新進 |
| Signaturefd, LLC | 7,544 | $57.7 萬 | 0.01% | +893+13.4% | 加碼 |
| Kera Capital Partners, Inc. | 7,676 | $58.7 萬 | 0.06% | +3,742+95.1% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7,769 | $59.4 萬 | 0.22% | +827+11.9% | 加碼 |