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

Institutional Holders (2017Q2)
Portfolio Summary: 492 Institutional holders with a total value of $11,476,962,344.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 TREDJE AP-FONDEN 1 0 0.00%
2 EXANE DERIVATIVES 1 46 0.00%
3 GLEN EAGLE ADVISORS, LLC 16 740 0.00%
4 ZIONS BANCORPORATION 29 1,000 0.00%
5 Glassman Wealth Services 31 1,000 0.00%
6 Tarbox Family Office, Inc. 43 2,000 0.00%
7 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 54 2,000 0.00%
8 TORTOISE CAPITAL ADVISORS, L.L.C. 49 2,000 0.00%
9 Vantage Investment Advisors, LLC 38 2,000 0.00%
10 BALENTINE LLC 65 3,000 0.00%
11 TCI Wealth Advisors, Inc. 70 3,000 0.00%
12 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 85 3,000 0.00%
13 Gemmer Asset Management LLC 68 3,000 0.00%
14 CUTLER GROUP LLC / CA 100 4,000 0.00%
15 OMNIA FAMILY WEALTH, LLC 108 5,000 0.00%
16 TRUST DEPARTMENT MB FINANCIAL BANK N A 114 5,000 0.00%
17 FIRST INTERSTATE BANK 116 5,000 0.00%
18 Allworth Financial LP 100 5,000 0.00%
19 JFS WEALTH ADVISORS, LLC 126 6,000 0.00%
20 WHITTIER TRUST CO 129 6,000 0.00%
21 Clearbridge Investments, LLC 150 7,000 0.00%
22 GLOBAL RETIREMENT PARTNERS, LLC 158 7,000 0.00%
23 WEST PACES ADVISORS INC. 162 7,493 0.00%
24 Mitsubishi UFJ Securities Holdings Co., Ltd. 170 8,000 0.00%
25 Advisory Services Network, LLC 200 9,000 0.00%
26 SALEM INVESTMENT COUNSELORS INC 201 9,000 0.00%
27 ASSETMARK, INC 211 10,000 0.00%
28 Community Bank, N.A. 235 11,000 0.00%
29 SECURITY NATIONAL TRUST CO 255 12,000 0.00%
30 WATERMARK ASSET MANAGEMENT, INC. 261 12,000 0.00%
31 Parkside Financial Bank & Trust 285 13,000 0.00%
32 EDGE ADVISORS, LLC 305 14,000 0.00%
33 PROFICIO CAPITAL PARTNERS LLC 307 14,000 0.00%
34 JNBA Financial Advisors 300 14,000 0.00%
35 TRUST CO OF VERMONT 325 15,000 0.00%
36 MARK SHEPTOFF FINANCIAL PLANNING, LLC 400 19,000 0.00%
37 PARALLEL ADVISORS, LLC 436 20,000 0.00%
38 GENEOS WEALTH MANAGEMENT INC. 472 21,000 0.00%
39 ClearBridge Investments Ltd 444 21,000 0.00%
40 Hudock, Inc. 489 22,000 0.00%
41 COCONUT GROVE BANK 470 22,000 0.00%
42 MONROE BANK & TRUST/MI 500 23,000 0.00%
43 FULLER & THALER ASSET MANAGEMENT, INC. 505 23,000 0.00%
44 BRONFMAN E.L. ROTHSCHILD, L.P. 519 24,000 0.00%
45 MUFG Americas Holdings Corp 532 25,000 0.00%
46 CAPTRUST FINANCIAL ADVISORS 563 26,000 0.00%
47 PEAK6 Group LLC 582 27,000 0.00%
48 Vigilant Capital Management, LLC 582 27,000 0.00%
49 SEVEN EIGHT CAPITAL, LP 583 27,000 0.00%
50 INTEGRATED INVESTMENT CONSULTANTS, LLC 584 27,000 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.