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CMS Energy
CMS

Overview Fund Activity

733 hedge funds and large institutions have $20.4B invested in CMS Energy in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
91
Increased
285
Reduced
241
Closed
72
Calls
$59.5M
Puts
$12.7M
Net Calls
+$46.8M
Net Calls Change
-$14.9M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$375M
2
Victory Capital Management
Victory Capital Management
Texas
+$319M
3
WHRC
W.H. Reaves & Co
New Jersey
+$105M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$92.4M
5
UBS AM
UBS AM
Illinois
+$84.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$664M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$177M
3
Amundi
Amundi
France
-$93.6M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$41.9M
5
Goldman Sachs
Goldman Sachs
New York
-$32.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
526
Brown Advisory
Maryland
$224K +$224K +3,229 New
AWA
527
Aaron Wealth Advisors
Illinois
$223K +$1.18K +17 +0.5%
WTC
528
WhitTier Trust Company
Nevada
$221K -$3.39K -49 -2%
VVP
529
Venture Visionary Partners
Ohio
$219K +$8.25K +119 +4%
CT
530
Chicago Trust
Illinois
$215K +$215K +3,100 New
PFM
531
Patton Fund Management
Texas
$211K +$211K +3,051 New
DWP
532
Daymark Wealth Partners
Ohio
$211K -$3.33K -48 -2%
FSC
533
Full Sail Capital
Oklahoma
$210K -$15.3K -221 -7%
BIG
534
Brooklyn Investment Group
New York
$209K +$109K +1,571 +108%
JSW
535
Journey Strategic Wealth
New Jersey
$209K +$209K +3,017 New
DWM
536
Drive Wealth Management
Utah
$209K +$209K +3,012 New
SW
537
SkyOak Wealth
Michigan
$208K – – –
LAM
538
Longboard Asset Management
Arizona
$207K – – –
AG
539
Ascent Group
Virginia
$206K +$206K +2,972 New
PFG
540
Prosperity Financial Group
California
$205K -$11K -159 -5%
BFS
541
Bradley Foster & Sargent
Connecticut
$204K – – –
LWM
542
Lakeridge Wealth Management
Ohio
$203K +$203K +2,930 New
FFA
543
Florida Financial Advisors
Florida
$202K +$202K +2,910 New
CI
544
Cigna Investments
Connecticut
$201K – – –
FIA
545
Foundations Investment Advisors
Arizona
$200K -$125K -1,804 -38%
AIP
546
Ameritas Investment Partners
Nebraska
$197K – – –
CA
547
Clearstead Advisors
Ohio
$189K +$15.3K +221 +9%
CA
548
CoreCap Advisors
Michigan
$182K -$9.36K -135 -5%
PS
549
Principal Securities
Iowa
$173K +$37.8K +546 +28%
FFA
550
Farther Finance Advisors
California
$173K -$55.1K -795 -24%
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