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CMS Energy
CMS

Overview Fund Activity

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

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.24B
2
Invesco
2
Invesco
Georgia
$527M
3
Citadel Advisors
3
Citadel Advisors
Florida
$106M
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$173M
5
UBS AM
5
UBS AM
Illinois
$256M

Top Sellers

1
ECM
1
ExodusPoint Capital Management
New York
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.76B
3
MAM
3
Magellan Asset Management
Australia
$15.1M
4
ZP
4
Zimmer Partners
New York
$0
5
WHRC
5
W.H. Reaves & Co
New Jersey
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jennison Associates
26
Jennison Associates
New York
$141M -$4.46M -59,321 -3%
Truist Financial
27
Truist Financial
North Carolina
$132M +$10.2M +136,185 +8%
UBS Group
28
UBS Group
Switzerland
$130M +$39.3M +522,575 +43%
Franklin Resources
29
Franklin Resources
California
$128M -$9.58M -127,589 -7%
IGAM
30
iA Global Asset Management
Quebec, Canada
$107M -$13.3M -177,434 -11%
NL
31
Nuveen LLC
North Carolina
$107M +$107M +1,421,183 New
Citadel Advisors
32
Citadel Advisors
Florida
$106M +$106M +1,417,315 New
DPIM
33
Duff & Phelps Investment Management
Illinois
$104M -$3.83M -51,000 -4%
Dimensional Fund Advisors
34
Dimensional Fund Advisors
Texas
$101M -$1.93M -25,758 -2%
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$100M -$3.02M -40,259 -3%
DekaBank Deutsche Girozentrale
36
DekaBank Deutsche Girozentrale
Germany
$97.9M -$78.1K -1,063 -0.1%
Macquarie Group
37
Macquarie Group
Australia
$97.8M -$8.6M -114,555 -8%
Barclays
38
Barclays
United Kingdom
$97M +$33.4M +444,515 +53%
First Trust Advisors
39
First Trust Advisors
Illinois
$84.6M +$18.6M +247,401 +28%
BC
40
Brookfield Corp
Ontario, Canada
$80.6M -$4M -53,278 -5%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$78M +$7M +93,214 +10%
CIMLRA
42
CBRE Investment Management Listed Real Assets
Pennsylvania
$75.1M -$31.1M -413,951 -29%
Citigroup
43
Citigroup
New York
$75M +$29.5M +393,332 +65%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$72.7M +$8.49M +113,062 +13%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$69.8M +$25.2M +335,631 +56%
Aberdeen Group
46
Aberdeen Group
United Kingdom
$68.5M -$4.78M -64,054 -7%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$67.3M +$19.9M +265,317 +42%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$65.2M +$22.4M +298,681 +52%
Swiss National Bank
49
Swiss National Bank
Switzerland
$63.3M -$97.6K -1,300 -0.2%
FFM
50
Fisher Funds Management
New Zealand
$58.6M -$2.34M -31,140 -4%
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