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Get Institutions for : 
CMS Energy Corp (CMS)  
$61.56 0.29 (0.47%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 605    32
Total shares held : 
280,869,217  
% of shares held : 
98.09%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -50  
Amount of shares held : 
6,644,241  
% of shares held change : 
  2.32%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$50.57  
Last Quarter's Ending Price : 
$58.07  
Last Quarter's Average Price
$55.85  
Change from last quarter's     
avg. price to the last closing  : 
5.71 (10.22%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
43
 3,035,808
 1.08%
 
Increased Positions :
217
 25,084,617
 8.93%
 
Unchanged Positions :
110
 2,728,876
 0.97%
 
Decreased Positions :
235
-16,031,835
-5.71%
 
Closed Positions :
75
-5,444,349
-1.94%
 
Guru Positions :
3
107,317
 0.04%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NORGES BANK 568 *New 2023-12-31 1,911,556 $111,004,000 1,911,556
   SOROBAN CAPITAL PARTNERS LLC 27 *New 2023-12-31 427,802 $24,842,000 427,802
   RENAISSANCE TECHNOLOGIES LLC 945 *New 2023-12-31 174,300 $10,122,000 174,300
   OMERS ADMINISTRATION CORP 81 *New 2023-12-31 152,500 $8,856,000 152,500
   WELLINGTON MANAGEMENT CO LLP 1292 *New 2023-12-31 70,880 $4,116,000 70,880
   Ausbil Investment Management Ltd 19 *New 2024-03-31 67,725 $4,062,000 67,725
   VIKING FUND MANAGEMENT LLC 71 *New 2024-03-31 44,000 $2,655,000 44,000
   S.A.C. Capital Advisors (Hong Kong) Ltd. 190 *New 2023-12-31 39,337 $2,284,000 39,337
   BTG PACTUAL GLOBAL ASSET MANAGEMENT LTD 35 *New 2023-12-31 29,662 $1,722,000 29,662
   ONTARIO TEACHERS PENSION PLAN BOARD 236 *New 2023-12-31 29,325 $1,703,000 29,325
   CRESTLINE MANAGEMENT, LP 135 *New 2023-12-31 27,000 $1,568,000 27,000
   CAPITAL INTERNATIONAL S A 195 *New 2023-12-31 26,223 $1,523,000 26,223
   HRT FINANCIAL LLC 810 *New 2023-12-31 22,231 $1,290,000 22,231
   Lloyd Advisory Services LLC. 93 *New 2024-03-31 14,995 $905,000 14,995
   Lombard Odier Asset Management (Switzerland) SA 133 *New 2023-12-31 15,171 $881,000 15,171
   Global Assets Advisory LLC 276 *New 2024-03-31 43,845 $731,000 43,845
   WEXFORD CAPITAL LLC 88 *New 2023-12-31 12,201 $709,000 12,201
   Simplicity WealthLLC 670 *New 2024-03-31 9,838 $594,000 9,838
   SPRINGBOK CAPITAL MANAGEMENT LLC 372 *New 2023-12-31 10,208 $593,000 10,208
   WOLVERINE TRADING LLC 625 *New 2023-12-31 10,019 $582,000 10,019
   ALLSTATE INVESTMENT MANAGEMENT CO 501 *New 2022-12-31 7,766 $492,000 7,766
   HILTON CAPITAL MANAGEMENT, LLC 125 *New 2023-12-31 8,348 $485,000 8,348
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 757 *New 2023-12-31 7,414 $431,000 7,414
   Investment Management Corp of Ontario 519 *New 2023-12-31 6,792 $394,000 6,792
   LVW Advisors LLC 223 *New 2024-03-31 5,180 $313,000 5,180
   INCEPTIONR LLC 216 *New 2023-12-31 5,291 $307,000 5,291
   Silverleafe Capital Partners LLC 54 *New 2024-03-31 5,000 $302,000 5,000
   Sciencast Management LP 173 *New 2023-12-31 5,202 $302,000 5,202
   MORNINGSTAR INVESTMENT SERVICES, INC. 379 *New 2023-12-31 4,156 $241,000 4,156
   NEOS Investment Management LLC 457 *New 2023-12-31 4,139 $240,000 4,139
   Oak Thistle LLC 234 *New 2024-03-31 3,862 $233,000 3,862
   nVerses Capital LLC 7 *New 2024-03-31 3,800 $229,000 3,800
   Empowered Funds LLC 1192 *New 2023-12-31 3,696 $215,000 3,696
   Cerro Pacific Wealth Advisors LLC 137 *New 2023-03-31 3,479 $214,000 3,479
   AXA 993 *New 2023-12-31 3,633 $211,000 3,633
   SageView Advisory Group LLC 532 *New 2023-12-31 3,571 $205,000 3,571
   MEADOWBROOK INVESTMENT ADVISORS LLC 143 *New 2023-12-31 1,500 $87,000 1,500
   ADVISORY SERVICES NETWORK, LLC 1921 *New 2023-12-31 972 $56,000 972
   Scarborough Advisors LLC 232 *New 2023-12-31 505 $29,000 505
   Heritage Wealth Advisors 390 *New 2023-12-31 400 $23,000 400
   First Pacific Financial 248 *New 2024-03-31 218 $13,000 218
   Rise Advisors LLC 1016 *New 2024-03-31 192 $12,000 192
   LAZARD ASSET MANAGEMENT LLC 1894 *New 2023-12-31 105 $6,000 105
   WEBSTER BANK 547 *New 2024-03-31 78 $5,000 78
   Raleigh Capital Management Inc. 727 *New 2023-12-31 85 $5,000 85
   TCTC HOLDINGS, LLC 444 *New 2023-12-31 73 $4,000 73
   FOSTER DYKEMA CABOT & CO INC/MA 296 *New 2023-09-30 50 $3,000 50
   Coppell Advisory Solutions LLC 1255 *New 2023-12-31 29 $2,000 29
   LifeSteps Financial Inc. 401 *New 2024-03-31 31 $2,000 31
   Ruedi Wealth Management Inc. *New 2023-12-31 43 $2,000 43
   Frank Rimerman Advisors LLC 281 *New 2023-12-31 37 $2,000 37
   CLARIVEST ASSET MANAGEMENT LLC 617 *New 2023-12-31 11 $1,000 11
   Arlington Trust Co LLC 470 *New 2024-03-31 20 $1,000 20
   Steward Financial Group LLC 1204 *New 2023-09-30 32 $1,000 32
   Dunhill Financial LLC 535 *New 2023-12-31 19 $1,000 19
   JJJ Advisors Inc. 1059 *New 2024-03-31 7 $0 7

  56 Records found
  1    
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