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CMS Energy

797 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 309 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

10% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 94

0.1% more ownership

Funds ownership: 96.52%96.61% (+0.1%)

0% less funds holding

Funds holding: 800797 (-3)

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.3M
Puts
$17.2M
Net Calls
Net Calls Change

Top Buyers

1 +$490M
2 +$175M
3 +$131M
4
DZ Bank
DZ Bank
Germany
+$87.8M
5
BlackRock
BlackRock
New York
+$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
426
Plante Moran Financial Advisors
Michigan
$551K
MFG
427
Merit Financial Group
Georgia
$550K
TSMHT
428
Thurston Springer Miller Herd & Titak
Indiana
$539K
SC
429
Savant Capital
Illinois
$519K
S
430
SignatureFD
Georgia
$516K
CCM
431
Coldstream Capital Management
Washington
$513K
PFS
432
Prospera Financial Services
Texas
$513K
AWM
433
Apollon Wealth Management
South Carolina
$512K
SC
434
Syon Capital
California
$511K
BP
435
Ballentine Partners
Massachusetts
$509K
EPW
436
Evolve Private Wealth
California
$506K
NW
437
NewEdge Wealth
Pennsylvania
$503K
AWA
438
Acorn Wealth Advisors
Michigan
$499K
EGM
439
Engineers Gate Manager
New York
$497K
VAS
440
Vestmark Advisory Solutions
Massachusetts
$493K
GS
441
GTS Securities
New York
$483K
FRA
442
Frank Rimerman Advisors
California
$481K
AA
443
Advisory Alpha
Michigan
$474K
SWM
444
Segment Wealth Management
Texas
$467K
ACIM
445
Azimuth Capital Investment Management
Michigan
$465K
AWM
446
Accurate Wealth Management
Florida
$465K
IWC
447
Integrated Wealth Concepts
Massachusetts
$460K
TSS
448
Two Sigma Securities
New York
$459K
CI
449
Conning Inc
Connecticut
$454K
FB
450
Fulton Bank
Pennsylvania
$451K