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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COHEN & STEERS INC 58 - 2023-12-31 1,033,080 $59,991,000 0
   National Pension Service 437 - 2023-12-31 420,134 $24,397,000 0
   SCHRODER INVESTMENT MANAGEMENT GROUP 576 - 2023-12-31 208,044 $12,081,000 0
   Covea Finance 64 - 2024-03-31 140,800 $8,496,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 513 - 2023-12-31 138,187 $8,025,000 0
   KEMPEN CAPITAL MANAGEMENT N.V. 151 - 2023-12-31 82,462 $4,789,000 0
   JACOBS LEVY EQUITY MANAGEMENT INC 456 - 2023-12-31 72,199 $4,193,000 0
   WEALTHTRUST AXIOM LLC 41 - 2023-12-31 31,100 $1,806,000 0
   FIRST MANHATTAN CO 317 - 2023-12-31 28,449 $1,652,000 0
   Gulf International Bank (UK) Ltd 402 - 2024-03-31 24,216 $1,461,000 0
   Maryland State Retirement & Pension System 539 - 2024-03-31 22,205 $1,280,000 0
   NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN 128 - 2023-12-31 22,000 $1,278,000 0
   OPUS INVESTMENT MANAGEMENT INC 33 - 2023-12-31 20,000 $1,161,000 0
   NORDEA INVESTMENT MANAGEMENT AB 836 - 2023-12-31 16,168 $941,000 0
   Pettee Investors Inc. 69 - 2023-12-31 15,368 $892,000 0
   UNITED SERVICES AUTOMOBILE ASSOCIATION 263 - 2023-12-31 13,361 $776,000 0
   MENNO INSURANCE SERVICE INC DBA MMA CAPITAL MANAGE 281 - 2023-12-31 12,530 $728,000 0
   Integrated Investment Consultants LLC 95 - 2024-03-31 10,861 $655,000 0
   Finer Wealth Management Inc. 53 - 2024-03-31 10,139 $612,000 0
   THOMAS WHITE INTERNATIONAL LTD 166 - 2023-06-30 9,176 $539,000 0
   Ramirez Asset Management Inc. 171 - 2023-12-31 8,987 $522,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 83 - 2023-12-31 8,836 $513,000 0
   Amica Retiree Medical Trust 59 - 2023-09-30 8,822 $469,000 0
   Boit C F David - 2023-12-31 7,800 $462,000 0
   V-Square Quantitative Management LLC 301 - 2024-03-31 7,286 $440,000 0
   TOKIO MARINE ASSET MANAGEMENT CO LTD 437 - 2023-12-31 7,500 $436,000 0
   CONNING ASSET MANAGEMENT CO. 231 - 2024-03-31 6,332 $382,000 0
   Alpha Paradigm Partners LLC 250 - 2022-12-31 4,685 $297,000 0
   HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF 898 - 2023-12-31 4,900 $285,000 0
   WSFS CAPITAL MANAGEMENT LLC 345 - 2023-12-31 4,760 $276,000 0
   ALPINE WOODS CAPITAL INVESTORS LLC - 2023-12-31 4,750 $276,000 0
   Trust Co of the South 97 - 2024-03-31 4,404 $266,000 0
   KINGSWOOD WEALTH ADVISORS LLC 540 - 2024-03-31 3,936 $237,000 0
   Journey Advisory Group LLC 193 - 2023-12-31 4,050 $235,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 177 - 2023-06-30 4,000 $235,000 0
   Stephens Consulting LLC 74 - 2024-03-31 3,753 $226,000 0
   Symmetry Partner LLC 503 - 2024-03-31 3,556 $215,000 0
   Essex Savings Bank 251 - 2024-03-31 3,571 $207,000 0
   FWL INVESTMENT MANAGEMENT LLC 59 - 2023-12-31 2,100 $122,000 0
   Colonial Trust Co / SC 365 - 2023-12-31 1,931 $112,000 0
   FIRST FINANCIAL CORP /IN/ 176 - 2024-03-31 1,555 $94,000 0
   ACADIAN ASSET MANAGEMENT LLC 1370 - 2023-12-31 1,551 $90,000 0
   Oakworth Capital Inc. 267 - 2024-03-31 1,495 $90,000 0
   Costello Asset Management INC 79 - 2024-03-31 1,408 $85,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 1,400 $81,000 0
   Beacon Capital Management LLC 171 - 2023-12-31 1,364 $72,000 0
   ALTA ADVISERS LTD 338 - 2024-03-31 1,200 $72,000 0
   Beaird Harris Wealth Management LLC 170 - 2023-12-31 1,179 $68,000 0
   MONTAG A & ASSOCIATES INC 528 - 2023-12-31 1,100 $64,000 0
   Centerpoint Advisors LLC 144 - 2023-12-31 1,000 $58,000 0
   Cranbrook Wealth Management LLC 155 - 2024-03-31 873 $53,000 0
   CVA Family Office LLC 499 - 2024-03-31 815 $49,000 0
   CULLEN FROST BANKERS INC 672 - 2023-12-31 818 $48,000 0
   PRIVATE TRUST CO NA 1121 - 2024-03-31 782 $47,000 0
   SALEM INVESTMENT COUNSELORS INC 559 - 2024-03-31 755 $46,000 0
   KISTLERTIFFANY COMPANIES, LLC 508 - 2023-06-30 738 $43,000 0
   Compagnie Lombard Odier SCA 431 - 2023-12-31 670 $39,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 307 - 2023-06-30 582 $34,000 0
   CNB Bank 300 - 2023-12-31 413 $24,000 0
   Front Row Advisors LLC 241 - 2023-12-31 420 $24,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 216 - 2023-12-31 400 $23,000 0
   JOHNSON FINANCIAL GROUP, INC. 551 - 2023-12-31 338 $20,000 0
   MV Capital Management Inc. 426 - 2024-03-31 310 $19,000 0
   JNBA FINANCIAL ADVISORS 401 - 2024-03-31 300 $18,000 0
   COCONUT GROVE BANK 438 - 2023-12-31 311 $18,000 0
   ST GERMAIN D J CO INC 496 - 2024-03-31 303 $18,000 0
   THOMPSON SIEGEL & WALMSLEY LLC 466 - 2023-12-31 300 $17,000 0
   Nemes Rush Group LLC 399 - 2023-12-31 216 $13,000 0
   Transcendent Capital Group LLC 250 - 2024-03-31 200 $12,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 616 - 2024-03-31 206 $12,000 0
   TSFG LLC 458 - 2024-03-31 200 $12,000 0
   KENFARB & CO. 173 - 2023-09-30 200 $11,000 0
   Versant Capital Management Inc 769 - 2024-03-31 171 $10,000 0
   Global Wealth Management Investment Advisory Inc. 289 - 2023-12-31 177 $10,000 0
   WEST PACES ADVISORS INC. 369 - 2024-03-31 154 $9,000 0
   Sound Income Strategies LLC 814 - 2024-03-31 139 $8,000 0
   DT INVESTMENT PARTNERS, LLC 350 - 2023-12-31 145 $8,000 0
   ATTICUS WEALTH MANAGEMENT LLC 419 - 2024-03-31 120 $7,000 0
   ARROW FINANCIAL CORP 285 - 2023-12-31 121 $7,000 0
   HighMark Wealth Management LLC - 2023-12-31 127 $7,000 0
   Rosenberg Matthew Hamilton 673 - 2024-03-31 92 $6,000 0
   MCF Advisors LLC 688 - 2024-03-31 104 $6,000 0
   HM PAYSON & CO 854 - 2023-12-31 111 $6,000 0
   TFO-TDC LLC 112 - 2023-12-31 79 $5,000 0
   City State Bank 600 - 2024-03-31 65 $4,000 0
   Trifecta Capital Advisors LLC 252 - 2024-03-31 42 $3,000 0
   UMB BANK N A/MO 1448 - 2024-03-31 50 $3,000 0
   Operose Advisors LLC 543 - 2023-12-31 44 $3,000 0
   CAROLINAS WEALTH CONSULTING LLC 739 - 2023-12-31 26 $2,000 0
   Park Place Capital Corp 834 - 2024-03-31 25 $2,000 0
   Coston McIsaac & Partners 532 - 2024-03-31 38 $2,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 371 - 2023-12-31 39 $2,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 390 - 2023-12-31 1 $1,000 0
   Planning Capital Management Corp 593 - 2024-03-31 18 $1,000 0
   Salomon & Ludwin LLC 681 - 2023-12-31 18 $1,000 0
   Iron Horse Wealth Management LLC 362 - 2024-03-31 20 $1,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 1165 - 2023-12-31 18 $1,000 0
   Larson Financial Group LLC 1502 - 2023-12-31 14 $1,000 0
   TUCKER ASSET MANAGEMENT LLC 853 - 2023-12-31 17 $1,000 0
   Orion Capital Management LLC 476 - 2023-12-31 9 $1,000 0
  100 Records found
  1    
  Page 1 of 1
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