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CMS Energy

800 hedge funds and large institutions have $20.5B invested in CMS Energy in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 291 increasing their positions, 267 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.14% less ownership

Funds ownership: 96.66%96.52% (-0.14%)

3% less capital invested

Capital invested by funds: $21.2B → $20.5B (-$650M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
800
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59.9M
Puts
$35.7M
Net Calls
Net Calls Change

Top Sellers

1 -$183M
2 -$162M
3 -$121M
4
Barclays
Barclays
United Kingdom
-$113M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
476
Belpointe Asset Management
Nevada
$360K
SAM
477
Strategy Asset Managers
California
$358K
FAN
478
Financial Advisors Network
California
$357K
SIC
479
Samalin Investment Counsel
New York
$357K
QL
480
Quarry LP
New York
$356K
HNWA
481
Henrickson Nauta Wealth Advisors
Michigan
$355K
CCG
482
Chatham Capital Group
Georgia
$352K
SCP
483
Silverleafe Capital Partners
Tennessee
$350K
SFS
484
Sowell Financial Services
Arkansas
$348K
AAP
485
Arax Advisory Partners
Colorado
$345K
Simplex Trading
486
Simplex Trading
Illinois
$341K
DC
487
Davenport & Co
Virginia
$336K
AWCI
488
Alpine Woods Capital Investors
New York
$332K
RCAG
489
Rehmann Capital Advisory Group
Michigan
$330K
TG
490
TCW Group
California
$328K
WC
491
Wexford Capital
Florida
$326K
OAM
492
Ostrum Asset Management
France
$326K
DAS
493
Diversify Advisory Services
Utah
$324K
E
494
Evansbrook
Illinois
$315K
LA
495
LVW Advisors
New York
$312K
OPW
496
Oxler Private Wealth
New York
$311K
KPWS
497
Kestra Private Wealth Services
Texas
$309K
CI
498
CX Institutional
Indiana
$309K
William Blair & Company
499
William Blair & Company
Illinois
$309K
TCOTS
500
Trust Company of the South
North Carolina
$308K