Filing Research | CMS - CMS ENERGY CORP Institutional Holdings

Snapshot holdings

50 / 191 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	1.0MSH	$78.7M
2	Assenagon Asset Management S.A.	Shares	518.2KSH	$39.6M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	489.6KSH	$37.5M
4	Fisher Funds Management LTD	Shares	429.2KSH	$32.8M
5	CIDEL ASSET MANAGEMENT INC	Shares	405.7KSH	$31.0M
6	Covea Finance	Shares	297.1KSH	$22.7M
7	Artemis Investment Management LLP	Shares	184.6KSH	$14.1M
8	MATTERN CAPITAL MANAGEMENT, LLC	Shares	150.9KSH	$11.5M
9	LBP AM SA	Shares	144.8KSH	$11.1M
10	HENNESSY ADVISORS INC	Shares	135.1KSH	$10.3M
11	Czech National Bank	Shares	87.9KSH	$6.7M
12	First American Bank	Shares	86.9KSH	$6.7M
13	IFM Investors Pty Ltd	Shares	75.5KSH	$5.8M
14	INTACT INVESTMENT MANAGEMENT INC.	Shares	74.6KSH	$5.7M
15	Mirae Asset Global Investments Co., Ltd.	Shares	73.8KSH	$5.6M
16	BENJAMIN EDWARDS INC	Shares	62.5KSH	$4.8M
17	Hennion & Walsh Asset Management, Inc.	Shares	53.4KSH	$4.1M
18	Canada Post Corp Registered Pension Plan	Shares	52.8KSH	$4.0M
19	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	49.9KSH	$3.8M
20	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	52.5KSH	$3.8M
21	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	45.7KSH	$3.5M
22	Police & Firemen's Retirement System of New Jersey	Shares	45.0KSH	$3.4M
23	Sivia Capital Partners, LLC	Shares	33.1KSH	$2.5M
24	Sequoia Financial Advisors, LLC	Shares	25.8KSH	$2.0M
25	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	Shares	24.7KSH	$1.9M
26	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	23.8KSH	$1.8M
27	Crossmark Global Holdings, Inc.	Shares	20.6KSH	$1.6M
28	Fideuram Asset Management (Ireland) dac	Shares	20.5KSH	$1.5M
29	MIZUHO SECURITIES USA LLC	Shares	18.5KSH	$1.4M
30	GATEWAY INVESTMENT ADVISERS LLC	Shares	18.5KSH	$1.4M
31	OFI INVEST ASSET MANAGEMENT	Shares	17.3KSH	$1.3M
32	Cox Capital Mgt LLC	Shares	17.3KSH	$1.3M
33	Envestnet Portfolio Solutions, Inc.	Shares	17.3KSH	$1.3M
34	RIA Advisory Group LLC	Shares	16.7KSH	$1.3M
35	HARTFORD INVESTMENT MANAGEMENT CO	Shares	16.7KSH	$1.3M
36	GAMMA Investing LLC	Shares	16.3KSH	$1.2M
37	Louisiana State Employees Retirement System	Shares	15.8KSH	$1.2M
38	Mirador Capital Partners LP	Shares	14.4KSH	$1.1M
39	Centennial Wealth Advisory LLC	Shares	13.3KSH	$1.0M
40	Chesley Taft & Associates LLC	Shares	12.9KSH	$988.4K
41	PensionDanmark Pensionsforsikringsaktieselskab	Shares	12.3KSH	$939.5K
42	ASR Vermogensbeheer N.V.	Shares	11.7KSH	$895.7K
43	Braeburn Wealth Management LLC	Shares	11.7KSH	$892.6K
44	EXCHANGE TRADED CONCEPTS, LLC	Shares	11.7KSH	$892.4K
45	GREENLEAF TRUST	Shares	11.4KSH	$870.3K
46	SBI Okasan Asset Management Co.Ltd.	Shares	10.3KSH	$802.7K
47	Merit Financial Group, LLC	Shares	9.4KSH	$722.7K
48	Apollon Wealth Management, LLC	Shares	9.2KSH	$700.5K
49	Wedmont Private Capital	Shares	8.4KSH	$632.8K
50	SECURIAN ASSET MANAGEMENT, INC	Shares	8.2KSH	$600.8K

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Manager changes2026-06-30 vs 2026-03-31

50 / 210 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+513.3K	+$39.3M	$39.6M
2	LBP AM SA added	Shares	+96.5K	+$7.3M	$11.1M
3	Sivia Capital Partners, LLC new	Shares	+33.1K	+$2.5M	$2.5M
4	Cox Capital Mgt LLC new	Shares	+17.3K	+$1.3M	$1.3M
5	Sequoia Financial Advisors, LLC added	Shares	+10.6K	+$798.2K	$2.0M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+14.5K	+$768.3K	$3.8M
7	IFM Investors Pty Ltd added	Shares	+8.5K	+$576.6K	$5.8M
8	Mirae Asset Global Investments Co., Ltd. added	Shares	+8.3K	+$561.7K	$5.6M
9	EVERPAR ADVISORS LLC new	Shares	+4.9K	+$375.1K	$375.1K
10	Hennion & Walsh Asset Management, Inc. added	Shares	+4.3K	+$275.7K	$4.1M
11	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+3.4K	+$260.6K	$483.2K
12	SUMMITRY LLC new	Shares	+3.3K	+$252.7K	$252.7K
13	Czech National Bank added	Shares	+4.5K	+$252.4K	$6.7M
14	Fideuram Asset Management (Ireland) dac added	Shares	+2.2K	+$234.9K	$1.5M
15	Secure Asset Management, LLC new	Shares	+2.9K	+$222.3K	$222.3K
16	Centennial Wealth Advisory LLC added	Shares	+2.9K	+$212.5K	$1.0M
17	NorthCrest Asset Manangement, LLC new	Shares	+2.7K	+$203.5K	$203.5K
18	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+2.6K	+$202.6K	$202.6K
19	Apollon Wealth Management, LLC added	Shares	+2.6K	+$188.9K	$700.5K
20	Merit Financial Group, LLC added	Shares	+2.4K	+$172.5K	$722.7K
21	Aaron Wealth Advisors LLC added	Shares	+2.0K	+$147.7K	$503.2K
22	CIDEL ASSET MANAGEMENT INC added	Shares	+7.5K	+$145.6K	$31.0M
23	Segment Wealth Management, LLC added	Shares	+1.4K	+$101.7K	$568.6K
24	RIA Advisory Group LLC added	Shares	+1.3K	+$81.4K	$1.3M
25	OFI INVEST ASSET MANAGEMENT added	Shares	+1.3K	+$79.8K	$1.3M
26	CoreCap Advisors, LLC added	Shares	+1.1K	+$78.8K	$293.6K
27	GAMMA Investing LLC added	Shares	+1.1K	+$70.4K	$1.2M
28	SIGNATUREFD, LLC added	Shares	+893	+$61.1K	$577.1K
29	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. added	Shares	+827	+$55.8K	$594.3K
30	Wedmont Private Capital added	Shares	+994	+$49.6K	$632.8K
31	GREENLEAF TRUST added	Shares	+752	+$46.1K	$870.3K
32	SJS Investment Consulting Inc. added	Shares	+555	+$41.6K	$99.7K
33	DAVENPORT & Co LLC added	Shares	+542	+$35.9K	$432.9K
34	FULTON BANK, N.A. added	Shares	+524	+$33.8K	$484.8K
35	SPIRIT OF AMERICA MANAGEMENT CORP/NY added	Shares	+750	+$32.5K	$1.8M
36	QRG CAPITAL MANAGEMENT, INC. added	Shares	+482	+$31.5K	$420.2K
37	Aprio Wealth Management, LLC added	Shares	+461	+$31.5K	$302.0K
38	Versant Capital Management, Inc added	Shares	+436	+$30.9K	$205.0K
39	True Wealth Design, LLC added	Shares	+402	+$30.6K	$40.2K
40	Henrickson Nauta Wealth Advisors, Inc. added	Shares	+316	+$20.6K	$278.8K
41	ALBION FINANCIAL GROUP /UT new	Shares	+255	+$19.5K	$19.5K
42	Tema ETFs LLC added	Shares	+290	+$18.7K	$270.2K
43	TRUST CO OF TOLEDO NA /OH/ added	Shares	+266	+$16.5K	$291.0K
44	WEST PACES ADVISORS INC. new	Shares	+170	+$13.0K	$13.0K
45	Aventus Investment Advisors, Inc. new	Shares	+149	+$11.4K	$11.4K
46	SOUTHERN MICHIGAN BANK & TRUST new	Shares	+100	+$7.7K	$7.7K
47	SBI Okasan Asset Management Co.Ltd. unchanged	Shares	0	+$7.4K	$802.7K
48	IFP Advisors, Inc added	Shares	+106	+$7.2K	$74.7K
49	Crewe Advisors LLC added	Shares	+105	+$6.0K	$153.8K
50	Bogart Wealth, LLC added	Shares	+67	+$5.1K	$6.6K

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