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CMS Energy
CMS

Overview Fund Activity

733 hedge funds and large institutions have $20.4B invested in CMS Energy in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 241 reducing their positions, and 72 closing their positions.

Holders
733
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
91
Increased
285
Reduced
241
Closed
72
Calls
$59.5M
Puts
$12.7M
Net Calls
+$46.8M
Net Calls Change
-$14.9M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$380M
2
Victory Capital Management
2
Victory Capital Management
Texas
$357M
3
WHRC
3
W.H. Reaves & Co
New Jersey
$130M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$101M
5
UBS AM
5
UBS AM
Illinois
$320M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$483M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.44B
3
Amundi
3
Amundi
France
$100M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$20.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
276
Cerity Partners
New York
$2.04M -$364K -5,260 -15%
AAS
277
Avantax Advisory Services
Texas
$2M +$216K +3,119 +12%
SPIA
278
Steward Partners Investment Advisory
New York
$1.96M -$95.7K -1,381 -5%
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$1.94M +$339K +4,891 +21%
AIM
280
Achmea Investment Management
Netherlands
$1.92M – – –
HWM
281
HB Wealth Management
Georgia
$1.88M -$58.3K -841 -3%
GI
282
GAMCO Investors
Connecticut
$1.87M – – –
DTL
283
Dynamic Technology Lab
Singapore
$1.85M +$1.85M +26,735 New
WA
284
WealthTrust Axiom
Pennsylvania
$1.84M -$139K -2,000 -7%
Cambridge Investment Research Advisors
285
Cambridge Investment Research Advisors
Iowa
$1.81M -$142K -2,054 -7%
OPERF
286
Oregon Public Employees Retirement Fund
Oregon
$1.79M +$13.9K +200 +0.8%
TI
287
Trexquant Investment
Connecticut
$1.79M +$1.79M +25,789 New
FWCM
288
Ferguson Wellman Capital Management
Oregon
$1.79M +$6.24K +90 +0.4%
NA
289
NewEdge Advisors
Louisiana
$1.76M -$98.7K -1,425 -5%
KBC Group
290
KBC Group
Belgium
$1.76M – – –
Axa
291
Axa
France
$1.75M +$1.75M +25,300 New
NIM
292
NEOS Investment Management
Connecticut
$1.74M +$371K +5,349 +27%
HCM
293
Hilton Capital Management
New York
$1.74M +$210K +3,031 +14%
First Manhattan
294
First Manhattan
New York
$1.73M -$23.8K -344 -1%
RAM
295
Ramirez Asset Management
New York
$1.68M +$445K +6,423 +36%
VF
296
Virtu Financial
New York
$1.67M +$1.67M +24,153 New
CGH
297
Crossmark Global Holdings
Texas
$1.66M -$161K -2,328 -9%
AIMCA
298
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.66M +$1.66M +23,900 New
NWMG
299
Nicholson Wealth Management Group
South Carolina
$1.63M +$10.9K +158 +0.7%
HF
300
HRT Financial
New York
$1.63M +$1.63M +23,485 New
10 11
12
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