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CMS ENERGY CORP
CMS ENERGY CORP. Institutional holdings reported to the SEC.

Institutional Holders (2016Q1)
Portfolio Summary: 487 Institutional holders with a total value of $10,623,512,370.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Advisory Services Network, LLC 0 0 0.00%
2 MassMutual Private Wealth & Trust, FSB 0 0 0.00%
3 EXANE DERIVATIVES 1 42 0.00%
4 First Horizon Advisors, Inc. 41 1,000 0.00%
5 Burt Wealth Advisors 24 1,000 0.00%
6 Alerus Investment Advisors Corp 31 1,000 0.00%
7 PROFICIO CAPITAL PARTNERS LLC 38 2,000 0.00%
8 TORTOISE CAPITAL ADVISORS, L.L.C. 38 2,000 0.00%
9 FIRST INTERSTATE BANK 50 2,000 0.00%
10 INTEGRATED WEALTH MANAGEMENT 47 2,000 0.00%
11 Parkside Financial Bank & Trust 49 2,000 0.00%
12 Tarbox Family Office, Inc. 43 2,000 0.00%
13 ZIONS BANCORPORATION 78 3,000 0.00%
14 SECURITY NATIONAL TRUST CO 72 3,000 0.00%
15 TD Securities (USA) LLC 63 3,000 0.00%
16 MYCIO WEALTH PARTNERS, LLC 62 3,000 0.00%
17 TCI Wealth Advisors, Inc. 70 3,000 0.00%
18 Evercore Wealth Management, LLC 102 4,000 0.00%
19 Tower Research Capital LLC (TRC) 89 4,000 0.00%
20 Cornerstone Advisors, Inc. 127 5,000 0.00%
21 JFS WEALTH ADVISORS, LLC 126 5,000 0.00%
22 ASSETMARK, INC 134 6,000 0.00%
23 Cable Hill Partners, LLC 130 6,000 0.00%
24 NCM Capital Advisers, Inc. 151 6,000 0.00%
25 Clearbridge Investments, LLC 190 8,000 0.00%
26 Advisors Preferred, LLC 240 10,000 0.00%
27 CENTRAL BANK & TRUST CO 254 11,000 0.00%
28 Smithfield Trust Co 255 11,000 0.00%
29 TRUST CO OF VERMONT 275 12,000 0.00%
30 MARK SHEPTOFF FINANCIAL PLANNING, LLC 400 17,000 0.00%
31 GENEOS WEALTH MANAGEMENT INC. 472 20,000 0.00%
32 Hudock, Inc. 471 20,000 0.00%
33 ACROSPIRE INVESTMENT MANAGEMENT LLC 500 21,000 0.00%
34 FULLER & THALER ASSET MANAGEMENT, INC. 505 21,000 0.00%
35 GOLDMAN SACHS GROUP INC 500 21,000 0.00% Put
36 Point72 Hong Kong Ltd 500 21,000 0.00%
37 VERSANT CAPITAL MANAGEMENT, INC 525 22,000 0.00%
38 D.A. DAVIDSON & CO. 562 23,000 0.00%
39 HOWE & RUSLING INC 560 24,000 0.00%
40 INTEGRATED INVESTMENT CONSULTANTS, LLC 584 24,000 0.00%
41 Vigilant Capital Management, LLC 582 25,000 0.00%
42 MONROE BANK & TRUST/MI 596 25,000 0.00%
43 SIGNATUREFD, LLC 660 28,000 0.00%
44 Community Bank, N.A. 650 28,000 0.00%
45 MUFG Americas Holdings Corp 694 29,000 0.00%
46 WESTPORT RESOURCES MANAGEMENT INC 711 30,000 0.00%
47 Shinko Asset Management Co., Ltd. 727 31,000 0.00%
48 1832 Asset Management L.P. 781 33,000 0.00%
49 SARGENT BICKHAM LAGUDIS LLC 860 36,000 0.00%
50 NEXT Financial Group, Inc 995 42,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.