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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
PWMG
501
Pinnacle Wealth Management Group
Michigan
$304K
CCA
502
Carrera Capital Advisors
Michigan
$300K
FFA
503
Farther Finance Advisors
California
$299K
IPWA
504
International Private Wealth Advisors
California
$299K
QCG
505
Quadrant Capital Group
Ohio
$298K
MP
506
Moment Partners
California
$297K
IC
507
Inscription Capital
Texas
$290K
SC
508
Stephens Consulting
Michigan
$289K
WHG
509
Westwood Holdings Group
Texas
$288K
EWA
510
EverSource Wealth Advisors
Alabama
$284K
JAG
511
Journey Advisory Group
Kentucky
$283K
GI
512
Gradient Investments
Minnesota
$280K
MFS
513
Mattson Financial Services
Michigan
$280K
SWM
514
Schwallier Wealth Management
Michigan
$279K
CIA
515
Capital Investment Advisors
Georgia
$277K
BS
516
Banco Santander
Spain
$276K
CIAM
517
Caitong International Asset Management
Hong Kong
$274K
NC
518
nVerses Capital
Florida
$273K
MPWT
519
MassMutual Private Wealth & Trust
Connecticut
$268K
QCM
520
Qsemble Capital Management
New York
$268K
KCP
521
Kera Capital Partners
California
$267K
APW
522
Aventura Private Wealth
Florida
$263K
PA
523
Procyon Advisors
Connecticut
$262K
PA
524
Parallel Advisors
California
$257K
CFG
525
Citizens Financial Group
Rhode Island
$253K