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CMS Energy

707 hedge funds and large institutions have $18.9B invested in CMS Energy in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 267 increasing their positions, 231 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
103
Increased
267
Reduced
231
Closed
84
Calls
$50.2M
Puts
$1.14M
Net Calls
+$49M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
476
MassMutual Private Wealth & Trust
Connecticut
$249K -$10.6K -159 -4%
TPI
477
Trust Point Inc
Wisconsin
$245K +$1.2K +18 +0.5%
MIM
478
Morningstar Investment Management
Illinois
$242K
DC
479
Davenport & Co
Virginia
$241K +$241K +3,619 New
JAG
480
Journey Advisory Group
Kentucky
$241K
NP
481
NorthRock Partners
Minnesota
$241K -$24.5K -368 -9%
NAAA
482
New Age Alpha Advisors
New York
$240K +$223K +3,348 +1,345%
GWP
483
Gen-Wealth Partners
Michigan
$238K -$20.9K -313 -8%
CA
484
Commerzbank Aktiengesellschaft
Germany
$238K +$238K +3,566 New
CG
485
Caprock Group
Idaho
$237K +$237K +3,556 New
PCM
486
Pointe Capital Management
Michigan
$234K
ESB
487
Essex Savings Bank
Connecticut
$234K -$2.07K -31 -0.9%
HNWA
488
Henrickson Nauta Wealth Advisors
Michigan
$234K
DTL
489
Dynamic Technology Lab
Singapore
$232K -$118K -1,773 -34%
BRWA
490
B. Riley Wealth Advisors
Florida
$232K +$133 +2 +0.1%
CA
491
Continuum Advisory
Idaho
$231K +$26.3K +395 +13%
FSC
492
Full Sail Capital
Oklahoma
$230K
TA
493
TFB Advisors
Kansas
$228K -$1.4K -21 -0.6%
V
494
VeraBank
Texas
$227K
TPA
495
Trivium Point Advisory
Connecticut
$226K +$1K +15 +0.4%
SSWM
496
Strait & Sound Wealth Management
California
$226K
MP
497
McDonald Partners
Ohio
$225K +$225K +3,382 New
BBA
498
Baader Bank Aktiengesellschaft
Germany
$225K -$1.6K -24 -0.7%
SC
499
Savant Capital
Illinois
$222K +$222K +3,334 New
SFS
500
Stiles Financial Services
Minnesota
$220K +$1.67K +25 +0.8%