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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
PMFA
426
Plante Moran Financial Advisors
Michigan
$551K -$72.6K -978 -12%
MFG
427
Merit Financial Group
Georgia
$550K +$120K +1,613 +29%
TSMHT
428
Thurston Springer Miller Herd & Titak
Indiana
$539K -$111K -1,492 -18%
SC
429
Savant Capital
Illinois
$519K -$73.8K -995 -13%
S
430
SignatureFD
Georgia
$516K -$891 -12 -0.2%
CCM
431
Coldstream Capital Management
Washington
$513K +$18.7K +252 +4%
PFS
432
Prospera Financial Services
Texas
$513K +$13.7K +185 +3%
AWM
433
Apollon Wealth Management
South Carolina
$512K +$95.5K +1,287 +24%
SC
434
Syon Capital
California
$511K -$89.9K -1,211 -16%
BP
435
Ballentine Partners
Massachusetts
$509K -$6.46K -87 -1%
EPW
436
Evolve Private Wealth
California
$506K +$79.9K +1,077 +20%
NW
437
NewEdge Wealth
Pennsylvania
$503K -$163K -2,196 -25%
AWA
438
Acorn Wealth Advisors
Michigan
$499K -$69.9K -942 -13%
EGM
439
Engineers Gate Manager
New York
$497K -$1.33M -17,853 -74%
VAS
440
Vestmark Advisory Solutions
Massachusetts
$493K -$2.38K -32 -0.5%
GS
441
GTS Securities
New York
$483K +$248K +3,344 +116%
FRA
442
Frank Rimerman Advisors
California
$481K -$4.16K -56 -0.9%
AA
443
Advisory Alpha
Michigan
$474K -$4.38K -59 -1%
SWM
444
Segment Wealth Management
Texas
$467K -$39.7K -535 -8%
ACIM
445
Azimuth Capital Investment Management
Michigan
$465K -$74.2K -1,000 -14%
AWM
446
Accurate Wealth Management
Florida
$465K +$7.05K +95 +2%
IWC
447
Integrated Wealth Concepts
Massachusetts
$460K +$440K +5,924 New
TSS
448
Two Sigma Securities
New York
$459K +$30.2K +407 +7%
CI
449
Conning Inc
Connecticut
$454K +$7.13K +96 +2%
FB
450
Fulton Bank
Pennsylvania
$451K +$24.6K +332 +6%