We are live on ! Find out more
CMS icon

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
AA
451
Armis Advisers
Georgia
$451K
CAG
452
Crestwood Advisors Group
Massachusetts
$443K
FAN
453
Financial Advisors Network
California
$438K
FFA
454
Farther Finance Advisors
California
$419K
SAM
455
Strategy Asset Managers
California
$418K
JSW
456
Journey Strategic Wealth
New Jersey
$411K
EAN
457
Excelsior Advisor Network
Colorado
$410K
DC
458
Davenport & Co
Virginia
$397K
FTWA
459
Fifth Third Wealth Advisors
Ohio
$395K
BAM
460
Belpointe Asset Management
Nevada
$395K
CCG
461
Chatham Capital Group
Georgia
$390K
QCM
462
QRG Capital Management
Illinois
$389K
DADC
463
D.A. Davidson & Co
Montana
$388K
SCP
464
Silverleafe Capital Partners
Tennessee
$388K
BBHC
465
Brown Brothers Harriman & Co
New York
$386K
SIC
466
Samalin Investment Counsel
New York
$383K
TG
467
TCW Group
California
$382K
EWA
468
EverSource Wealth Advisors
Alabama
$382K
Assenagon Asset Management
469
Assenagon Asset Management
Luxembourg
$381K
MFS
470
Mirabella Financial Services
United Kingdom
$380K
BTI
471
Blue Trust Inc
Georgia
$380K
WCM
472
Wedge Capital Management
North Carolina
$376K
SFS
473
Sowell Financial Services
Arkansas
$376K
RCAG
474
Rehmann Capital Advisory Group
Michigan
$369K
AWCI
475
Alpine Woods Capital Investors
New York
$369K