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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.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.83%
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
GQG Partners
Florida
+$375M
2
Victory Capital Management
Victory Capital Management
Texas
+$319M
3
WHRC
W.H. Reaves & Co
New Jersey
+$105M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$92.4M
5
UBS AM
UBS AM
Illinois
+$84.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$664M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$177M
3
Amundi
Amundi
France
-$93.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$41.9M
5
Goldman Sachs
Goldman Sachs
New York
-$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
426
Advisory Alpha
Michigan
$476K -$4.71K -68 -1%
Robeco Institutional Asset Management
427
Robeco Institutional Asset Management
Netherlands
$474K -$563K -8,128 -54%
PMFA
428
Plante Moran Financial Advisors
Michigan
$473K -$20K -288 -4%
EC
429
EntryPoint Capital
New York
$469K -$14.5K -209 -3%
MSA
430
MUFG Securities Americas
New York
$459K +$92.8K +1,340 +25%
BP
431
Ballentine Partners
Massachusetts
$453K +$16.8K +242 +4%
EI
432
Ethic Inc
New York
$451K +$58.8K +852 +15%
TRCT
433
Tower Research Capital (TRC)
New York
$431K -$1.15M -16,633 -73%
AA
434
ALPS Advisors
Colorado
$430K +$430K +6,209 New
CI
435
Conning Inc
Connecticut
$430K +$16K +231 +4%
FCM
436
Fieldview Capital Management
Michigan
$428K +$428K +6,183 New
SWM
437
Segment Wealth Management
Texas
$428K +$81.2K +1,172 +23%
CFO
438
Callan Family Office
Pennsylvania
$427K +$427K +6,165 New
EWM
439
Empirical Wealth Management
Washington
$417K +$112K +1,610 +36%
AWM
440
Accurate Wealth Management
Florida
$413K -$1.2K -17 -0.3%
Kovitz Investment Group Partners
441
Kovitz Investment Group Partners
Illinois
$412K -$147K -2,122 -26%
SC
442
Syon Capital
California
$397K +$194K +2,794 +95%
TPA
443
Trivium Point Advisory
Connecticut
$388K +$55.5K +801 +17%
BBVA
444
Banco Bilbao Vizcaya Argentaria
Spain
$388K -$57.3K -827 -13%
SC
445
Savant Capital
Illinois
$385K -$122K -1,764 -24%
CAG
446
Crestwood Advisors Group
Massachusetts
$382K +$12.4K +179 +3%
SIC
447
Samalin Investment Counsel
New York
$380K -$17.9K -259 -5%
FB
448
Fulton Bank
Pennsylvania
$379K +$13.6K +196 +4%
AWM
449
Apollon Wealth Management
South Carolina
$379K +$59.9K +865 +19%
FRM
450
Fox Run Management
Connecticut
$372K +$372K +5,367 New
16 17
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