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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
PP
401
Prudential plc
United Kingdom
$662K
HFS
402
Hantz Financial Services
Michigan
$662K
LNWTC
403
Laird Norton Wetherby Trust Company
Washington
$647K
OIAM
404
OFI Invest Asset Management
France
$645K
UCFA
405
United Capital Financial Advisors
Texas
$637K
WT
406
Whittier Trust
California
$636K
AMI
407
Amica Mutual Insurance
Rhode Island
$630K
NSUP
408
NLB Skladi upravljanje premozenja
$630K
FWM
409
Finer Wealth Management
Massachusetts
$629K
CB
410
Commerce Bank
Missouri
$622K
EI
411
Ethic Inc
New York
$615K
QI
412
Qtron Investments
Massachusetts
$612K
FM
413
Foster & Motley
Ohio
$611K
NW
414
NewEdge Wealth
Pennsylvania
$607K
P
415
PensionDanmark
Denmark
$606K
BBVA
416
Banco Bilbao Vizcaya Argentaria
Spain
$605K
WCM
417
Wedge Capital Management
North Carolina
$604K
ET
418
Entropy Technologies
New York
$603K
CL
419
Choreo LLC
Illinois
$601K
Bessemer Group
420
Bessemer Group
New Jersey
$594K
TSMHT
421
Thurston Springer Miller Herd & Titak
Indiana
$590K
Lazard Asset Management
422
Lazard Asset Management
New York
$589K
SAM
423
Securian Asset Management
Minnesota
$577K
MSA
424
MUFG Securities Americas
New York
$573K
SMA
425
Sage Mountain Advisors
Georgia
$573K