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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 104 funds opening new positions, 309 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)

25% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 247

12% more capital invested

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

11% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 94

0.1% more ownership

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

0% less funds holding

Funds holding: 800798 (-2)

Holders
798
Holders Change
-2
Holders Change %
-0.25%
% 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
104
Increased
309
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
LA
526
LVW Advisors
New York
$252K -$90.1K -1,214 -27%
TE
527
Tema ETFs
New York
$252K +$1.04K +14 +0.4%
GWP
528
Gen-Wealth Partners
Michigan
$247K +$1.26K +17 +0.5%
DWM
529
Diversify Wealth Management
Utah
$245K +$244K +3,283 New
BG
530
Bollard Group
Massachusetts
$245K +$1.63K +22 +0.7%
Vontobel Holding
531
Vontobel Holding
Switzerland
$242K
CT
532
Chicago Trust
Illinois
$240K
PWM
533
Perigon Wealth Management
California
$240K +$230K +3,096 New
LS
534
Livforsakringsbolaget Skandia
Sweden
$239K
WTC
535
WhitTier Trust Company
Nevada
$239K -$4.01K -54 -2%
VA
536
VestGen Advisors
Illinois
$239K +$242K +3,254 New
PFM
537
Patton Fund Management
Texas
$237K
JAG
538
Journey Advisory Group
Kentucky
$237K -$74.2K -1,000 -25%
SWASL
539
Spartan Wealth Advisory Services LLC
Michigan
$236K +$225K +3,037 New
TCA
540
Transcend Capital Advisors
New Jersey
$233K +$2.15K +29 +1%
SW
541
SkyOak Wealth
Michigan
$233K
FFA
542
Florida Financial Advisors
Florida
$232K -$13.3K -179 -6%
IWM
543
IHT Wealth Management
Illinois
$231K +$221K +2,982 New
LAM
544
Longboard Asset Management
Arizona
$231K
C
545
Certuity
Florida
$230K -$2.67K -36 -1%
MOS
546
MGO One Seven
Ohio
$230K +$7.05K +95 +3%
BFS
547
Bradley Foster & Sargent
Connecticut
$229K
ASN
548
Advisory Services Network
Georgia
$227K -$2.67K -36 -1%
HIS
549
Horizon Investment Services
Indiana
$226K +$216K +2,908 New
WMA
550
West Michigan Advisors
Michigan
$224K +$215K +2,893 New