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CMS Energy

725 hedge funds and large institutions have $21.3B invested in CMS Energy in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 288 increasing their positions, 235 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+18
Holders Change %
+2.55%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
95
Increased
288
Reduced
235
Closed
62
Calls
$62.5M
Puts
$796K
Net Calls
+$61.7M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair & Company
451
William Blair & Company
Illinois
$380K -$41.1K -547 -10%
LP
452
LMR Partners
United Kingdom
$380K +$380K +5,054 New
FRA
453
Frank Rimerman Advisors
California
$377K +$26.5K +353 +8%
SWM
454
Segment Wealth Management
Texas
$376K +$376K +5,008 New
SCP
455
Silverleafe Capital Partners
Tennessee
$376K
SGAM
456
Smith Group Asset Management
Texas
$376K
HAG
457
HighPoint Advisor Group
Illinois
$370K +$14.5K +197 +4%
QCG
458
Quadrant Capital Group
Ohio
$368K +$19.5K +260 +6%
MP
459
Moment Partners
California
$363K -$1.73K -23 -0.5%
GM
460
GeoWealth Management
Illinois
$363K +$266K +3,540 +274%
TPA
461
Trivium Point Advisory
Connecticut
$360K +$105K +1,401 +41%
AWCI
462
Alpine Woods Capital Investors
New York
$357K
CCG
463
Chatham Capital Group
Georgia
$355K -$7.51K -100 -2%
NW
464
NewEdge Wealth
Pennsylvania
$354K -$62.3K -830 -15%
CCM
465
Coldstream Capital Management
Washington
$353K -$9.01K -120 -2%
FIA
466
Foundations Investment Advisors
Arizona
$353K +$353K +4,693 New
SFS
467
Sowell Financial Services
Arkansas
$351K +$351K +4,678 New
Vontobel Holding
468
Vontobel Holding
Switzerland
$350K +$30K +400 +9%
PWMG
469
Pinnacle Wealth Management Group
Michigan
$349K -$7.51K -100 -2%
AWM
470
Apollon Wealth Management
South Carolina
$346K +$37.3K +496 +12%
OPW
471
Oxler Private Wealth
New York
$339K +$1.8K +24 +0.5%
DC
472
Davenport & Co
Virginia
$338K +$66.5K +885 +24%
PCA
473
Pallas Capital Advisors
Massachusetts
$338K +$2.78K +37 +0.8%
MPM
474
MBB Public Markets
Illinois
$336K +$336K +4,467 New
TCOTS
475
Trust Company of the South
North Carolina
$332K +$1.43K +19 +0.4%