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CMS Energy
CMS

Overview Fund Activity

733 hedge funds and large institutions have $20.4B invested in CMS Energy in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
91
Increased
285
Reduced
241
Closed
72
Calls
$59.5M
Puts
$12.7M
Net Calls
+$46.8M
Net Calls Change
-$14.9M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$375M
2
Victory Capital Management
Victory Capital Management
Texas
+$319M
3
WHRC
W.H. Reaves & Co
New Jersey
+$105M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$92.4M
5
UBS AM
UBS AM
Illinois
+$84.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$664M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$177M
3
Amundi
Amundi
France
-$93.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$41.9M
5
Goldman Sachs
Goldman Sachs
New York
-$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
476
EverSource Wealth Advisors
Alabama
$309K +$126K +1,813 +68%
KPWS
477
Kestra Private Wealth Services
Texas
$309K -$65.1K -940 -17%
OPW
478
Oxler Private Wealth
New York
$305K -$7.62K -110 -2%
TCOTS
479
Trust Company of the South
North Carolina
$305K -$1.32K -19 -0.4%
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$301K +$301K +4,345 New
AA
481
Armis Advisers
Georgia
$298K +$2.46K +35 +0.8%
DC
482
Davenport & Co
Virginia
$294K -$18.4K -265 -6%
SC
483
Stephens Consulting
Michigan
$292K -$485 -7 -0.2%
SMA
484
Sage Mountain Advisors
Georgia
$292K +$59.2K +855 +25%
LS
485
Livforsakringsbolaget Skandia
Sweden
$289K – – –
SFI
486
Siemens Fonds Invest
Germany
$286K +$47.9K +691 +20%
CA
487
Continuum Advisory
Idaho
$285K +$9.98K +144 +4%
OLVIG
488
Oliver Lagore Vanvalin Investment Group
Michigan
$281K +$281K +3,745 New
JAG
489
Journey Advisory Group
Kentucky
$281K – – –
CIA
490
Capital Investment Advisors
Georgia
$278K -$13.4K -193 -5%
FRA
491
Frank Rimerman Advisors
California
$275K -$72.8K -1,051 -21%
P
492
Pitcairn
Pennsylvania
$274K -$93.3K -1,347 -25%
PP
493
Prudential plc
United Kingdom
$271K – – –
SAG
494
SageView Advisory Group
California
$271K +$2.21K +31 +0.8%
QCG
495
Quadrant Capital Group
Ohio
$270K -$69.7K -1,006 -21%
MP
496
McDonald Partners
Ohio
$269K +$2.29K +33 +0.9%
Vontobel Holding
497
Vontobel Holding
Switzerland
$268K -$54.6K -788 -17%
NP
498
NorthRock Partners
Minnesota
$264K +$12.5K +181 +5%
MFG
499
Merit Financial Group
Georgia
$264K +$264K +3,809 New
OIA
500
OneDigital Investment Advisors
Kansas
$264K -$10.2K -147 -4%
18 19
20
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