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CMS Energy

798 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, 309 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)

25% more repeat investments, than reductions

Existing positions increased: 309 | 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%96.61% (+0.1%)

0% less funds holding

Funds holding: 800798 (-2)

Holders
798
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
9.83%
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
309
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
LNWTC
401
Laird Norton Wetherby Trust Company
Washington
$720K +$2.45K +33 +0.4%
CB
402
Commerce Bank
Missouri
$699K +$7.94K +107 +1%
FWM
403
Finer Wealth Management
Massachusetts
$698K
AMI
404
Amica Mutual Insurance
Rhode Island
$698K
LJAC
405
L.J. Altfest & Co
New York
$695K -$179K -2,407 -21%
BBVA
406
Banco Bilbao Vizcaya Argentaria
Spain
$680K +$8.24K +111 +1%
NDSIB
407
North Dakota State Investment Board
North Dakota
$679K -$108K -1,453 -14%
FM
408
Foster & Motley
Ohio
$678K +$594 +8 +0.1%
NSUP
409
NLB Skladi upravljanje premozenja
$673K -$24.4K -329 -4%
MGP
410
Metis Global Partners
California
$672K -$63.5K -856 -9%
CL
411
Choreo LLC
Illinois
$660K -$2.23K -30 -0.4%
MSA
412
MUFG Securities Americas
New York
$658K +$20.9K +281 +3%
Adage Capital Partners
413
Adage Capital Partners
Massachusetts
$656K +$628K +8,461 New
WT
414
Whittier Trust
California
$653K -$51.9K -699 -8%
Lazard Asset Management
415
Lazard Asset Management
New York
$650K -$3.12K -42 -0.5%
SAM
416
Securian Asset Management
Minnesota
$641K
William Blair & Company
417
William Blair & Company
Illinois
$630K +$275K +3,711 +84%
T
418
TOBAM
France
$612K -$250K -3,362 -30%
KRSITF
419
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$607K
BCFD
420
Boit C.F. David
$605K
CFO
421
Callan Family Office
Pennsylvania
$602K +$297 +4 +0.1%
MNBTD
422
Moody National Bank Trust Division
Texas
$600K +$7.42K +100 +1%
KRS
423
Kentucky Retirement Systems
Kentucky
$588K +$244K +3,285 +18%
WPC
424
Wedmont Private Capital
Pennsylvania
$583K -$45.1K -607 -8%
VCM
425
Voleon Capital Management
California
$574K +$124K +1,670 +29%