We are live on ! Find out more
CMS icon

CMS Energy

798 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, 310 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $57.3M | Put options by funds: $17.2M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

26% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 247

12% more capital invested

Capital invested by funds: $20.5B → $23.1B (+$2.56B)

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: 801798 (-3)

Holders
798
Holders Change
-3
Holders Change %
-0.37%
% of All Funds
9.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
103
Increased
310
Reduced
247
Closed
94
Calls
$57.3M
Puts
$17.2M
Net Calls
+$40.1M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
501
Mattson Financial Services
Michigan
$310K
CIA
502
Capital Investment Advisors
Georgia
$308K +$594 +8 +0.2%
KCP
503
Kera Capital Partners
California
$305K +$15.3K +206 +6%
NG
504
Norden Group
Utah
$303K -$94.9K -1,278 -25%
CAM
505
Cresset Asset Management
Illinois
$293K +$280K +3,771 New
APW
506
Aventura Private Wealth
Florida
$292K
AF
507
Allworth Financial
California
$286K +$111K +1,499 +69%
QL
508
Quarry LP
New York
$286K -$104K -1,400 -28%
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$281K -$16.2K -218 -6%
TCOT
510
Trust Company of Toledo
Ohio
$274K +$371 +5 +0.1%
JIC
511
Johnson Investment Counsel
Ohio
$274K +$4.97K +67 +2%
FSG
512
Financial Strategies Group
Michigan
$273K +$1.63K +22 +0.6%
PCM
513
Pointe Capital Management
Michigan
$273K
AWM
514
Aprio Wealth Management
Georgia
$271K +$259K +3,487 New
WA
515
Waverly Advisors
Alabama
$270K +$259K +3,487 New
BC
516
Bridgefront Capital
Texas
$269K -$1.63M -21,895 -86%
CA
517
Commerzbank Aktiengesellschaft
Germany
$268K -$8.61K -116 -3%
DWP
518
Daymark Wealth Partners
Ohio
$268K +$36.7K +495 +17%
V
519
VeraBank
Texas
$264K
SFS
520
Stiles Financial Services
Minnesota
$263K
CA
521
Corecam AG
$259K +$249K +3,361 New
HNWA
522
Henrickson Nauta Wealth Advisors
Michigan
$258K -$128K -1,719 -34%
CIA
523
Concurrent Investment Advisors
Florida
$256K +$15.1K +204 +7%
ESB
524
Essex Savings Bank
Connecticut
$254K -$371 -5 -0.2%
PWP
525
Phillips Wealth Planners
Mississippi
$253K +$256K +3,453 New