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CMS Energy

799 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 310 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $57.3M | Put options by funds: $17.2M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

26% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 247

12% more capital invested

Capital invested by funds: $20.5B → $23.1B (+$2.56B)

11% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 94

0.1% more ownership

Funds ownership: 96.52%96.62% (+0.1%)

0% less funds holding

Funds holding: 801799 (-2)

Holders
799
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
9.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
104
Increased
310
Reduced
247
Closed
94
Calls
$57.3M
Puts
$17.2M
Net Calls
+$40.1M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.6B +$70.6M +951,848 +3%
VCM
2
Vanguard Capital Management
Pennsylvania
$1.54B +$1.48B +19,877,297 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$1.46B +$1.39B +18,793,345 New
State Street
4
State Street
Massachusetts
$1.4B +$24M +323,696 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$1.22B -$63.9M -860,611 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$659M +$15.2M +205,007 +2%
DZ Bank
7
DZ Bank
Germany
$631M +$87.8M +1,183,187 +17%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$614M -$47.6M -641,990 -8%
Deutsche Bank
9
Deutsche Bank
Germany
$601M +$36.8M +496,175 +7%
Invesco
10
Invesco
Georgia
$593M +$12.1M +163,171 +2%
Victory Capital Management
11
Victory Capital Management
Texas
$531M -$40.6M -547,451 -7%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$516M +$490M +6,605,180 +13,012%
Wells Fargo
13
Wells Fargo
California
$421M -$15M -202,135 -4%
Ameriprise
14
Ameriprise
Minnesota
$383M +$2.38M +32,112 +0.7%
Goldman Sachs
15
Goldman Sachs
New York
$371M +$50.9M +685,471 +17%
Morgan Stanley
16
Morgan Stanley
New York
$366M +$7.5M +101,017 +2%
GQG Partners
17
GQG Partners
Florida
$342M -$7.97M -107,348 -2%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$323M +$44.2M +595,564 +17%
Bank of America
19
Bank of America
North Carolina
$285M +$19.8M +266,641 +8%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$257M -$2.08M -28,012 -0.8%
UBS AM
21
UBS AM
Illinois
$241M -$2.19M -29,525 -0.9%
Fidelity International
22
Fidelity International
Bermuda
$236M +$1.76M +23,707 +0.8%
Barclays
23
Barclays
United Kingdom
$232M +$175M +2,356,456 +369%
Northern Trust
24
Northern Trust
Illinois
$211M -$6.75M -91,002 -3%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$201M -$73.3M -987,422 -28%