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CMS Energy

799 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, 310 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)

26% more repeat investments, than reductions

Existing positions increased: 310 | 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%96.62% (+0.1%)

0% less funds holding

Funds holding: 801799 (-2)

Holders
799
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
9.84%
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
310
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
Legal & General Group
26
Legal & General Group
United Kingdom
$200M -$5.13M -69,135 -3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$197M -$9.77M -131,623 -5%
WHRC
28
W.H. Reaves & Co
New Jersey
$164M +$2M +26,971 +1%
Charles Schwab
29
Charles Schwab
California
$159M +$4.98M +67,165 +3%
MAM
30
Magellan Asset Management
Australia
$157M +$131M +1,767,059 +699%
Parnassus Investments
31
Parnassus Investments
California
$152M +$35.7M +480,554 +33%
UBS Group
32
UBS Group
Switzerland
$146M +$53.7M +723,783 +62%
Franklin Resources
33
Franklin Resources
California
$137M -$8.61M -115,940 -6%
VFT
34
Vanguard Fiduciary Trust
Pennsylvania
$134M +$128M +1,723,706 New
Jennison Associates
35
Jennison Associates
New York
$123M -$2.41M -32,482 -2%
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$123M +$3.75M +50,475 +3%
Amundi
37
Amundi
France
$122M -$4.83M -65,031 -4%
DPIM
38
Duff & Phelps Investment Management
Illinois
$113M
NAMI
39
Nomura Asset Management International
Pennsylvania
$112M -$52.1M -701,710 -33%
DekaBank Deutsche Girozentrale
40
DekaBank Deutsche Girozentrale
Germany
$105M
CIMLRA
41
CBRE Investment Management Listed Real Assets
Pennsylvania
$103M -$11M -148,166 -10%
IGAM
42
iA Global Asset Management
Quebec, Canada
$103M
Fidelity Investments
43
Fidelity Investments
Massachusetts
$89.5M +$13.2M +177,419 +18%
SCP
44
Soroban Capital Partners
New York
$82.1M
BG
45
Bahl & Gaynor
Ohio
$81.1M +$10.4M +140,574 +16%
SFM
46
Soros Fund Management
New York
$80.2M -$5.34M -71,978 -7%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$79.9M -$35.2M -474,500 -32%
VNIM
48
Vaughan Nelson Investment Management
Texas
$79.4M +$16.9M +227,795 +29%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$78.6M -$7.71M -103,870 -9%
N
50
Nuveen
North Carolina
$76.8M -$7.65M -103,124 -9%