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CMS Energy

800 hedge funds and large institutions have $20.5B invested in CMS Energy in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 291 increasing their positions, 267 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.14% less ownership

Funds ownership: 96.66%96.52% (-0.14%)

3% less capital invested

Capital invested by funds: $21.2B → $20.5B (-$650M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
800
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59.9M
Puts
$35.7M
Net Calls
Net Calls Change

Top Sellers

1 -$183M
2 -$162M
3 -$121M
4
Barclays
Barclays
United Kingdom
-$113M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Sterling Capital Management
North Carolina
$1.25M
HIMCH
327
Hartford Investment Management Co (HIMCO)
Connecticut
$1.23M
Acadian Asset Management
328
Acadian Asset Management
Massachusetts
$1.23M
HNB
329
Huntington National Bank
Ohio
$1.21M
BFG
330
Bleakley Financial Group
New Jersey
$1.19M
Nordea Investment Management
331
Nordea Investment Management
Sweden
$1.17M
Allianz Asset Management
332
Allianz Asset Management
Germany
$1.17M
AA
333
ALPS Advisors
Colorado
$1.15M
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$1.13M
STA
335
Summit Trail Advisors
New York
$1.13M
PI
336
PineBridge Investments
New York
$1.12M
MF
337
Magnetar Financial
Illinois
$1.09M
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$1.08M
MSRPS
339
Maryland State Retirement & Pension System
Maryland
$1.07M
TAP
340
Tounjian Advisory Partners
Florida
$1.07M
PA
341
Profund Advisors
Maryland
$1.06M
WSFS
342
Wilmington Savings Fund Society
Delaware
$1.05M
Royal London Asset Management
343
Royal London Asset Management
United Kingdom
$1.04M
C
344
Croban
Ohio
$1.04M
Holocene Advisors
345
Holocene Advisors
New York
$1.02M
MCP
346
Mirador Capital Partners
California
$1.01M
GIBU
347
Gulf International Bank (UK)
United Kingdom
$1.01M
GI
348
GAMMA Investing
California
$1M
VT
349
Vise Technologies
New York
$996K
National Pension Service
350
National Pension Service
South Korea
$989K