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CMS Energy

797 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 309 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

10% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 94

0.1% more ownership

Funds ownership: 96.52%96.61% (+0.1%)

0% less funds holding

Funds holding: 800797 (-3)

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.3M
Puts
$17.2M
Net Calls
Net Calls Change

Top Buyers

1 +$490M
2 +$175M
3 +$131M
4
DZ Bank
DZ Bank
Germany
+$87.8M
5
BlackRock
BlackRock
New York
+$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
501
Mattson Financial Services
Michigan
$310K
CIA
502
Capital Investment Advisors
Georgia
$308K
KCP
503
Kera Capital Partners
California
$305K
NG
504
Norden Group
Utah
$303K
CAM
505
Cresset Asset Management
Illinois
$293K
APW
506
Aventura Private Wealth
Florida
$292K
AF
507
Allworth Financial
California
$286K
QL
508
Quarry LP
New York
$286K
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$281K
TCOT
510
Trust Company of Toledo
Ohio
$274K
JIC
511
Johnson Investment Counsel
Ohio
$274K
FSG
512
Financial Strategies Group
Michigan
$273K
PCM
513
Pointe Capital Management
Michigan
$273K
AWM
514
Aprio Wealth Management
Georgia
$271K
WA
515
Waverly Advisors
Alabama
$270K
BC
516
Bridgefront Capital
Texas
$269K
CA
517
Commerzbank Aktiengesellschaft
Germany
$268K
DWP
518
Daymark Wealth Partners
Ohio
$268K
V
519
VeraBank
Texas
$264K
SFS
520
Stiles Financial Services
Minnesota
$263K
CA
521
Corecam AG
$259K
HNWA
522
Henrickson Nauta Wealth Advisors
Michigan
$258K
CIA
523
Concurrent Investment Advisors
Florida
$256K
ESB
524
Essex Savings Bank
Connecticut
$254K
PWP
525
Phillips Wealth Planners
Mississippi
$253K