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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
OP
551
Oslo Pensjonsforsikring
$224K +$214K +2,881 New
EWM
552
Empirical Wealth Management
Washington
$223K +$213K +2,869 New
MT
553
Midwest Trust
Kansas
$219K +$210K +2,826 New
SFG
554
Sovereign Financial Group
Connecticut
$219K +$210K +2,823 New
PE
555
PCM Encore
Colorado
$219K +$209K +2,819 New
WAM
556
Walker Asset Management
Missouri
$218K +$209K +2,814 New
SYBT
557
Stock Yards Bank & Trust
Kentucky
$218K +$208K +2,807 New
DWM
558
Drive Wealth Management
Utah
$218K -$8.24K -111 -4%
DT
559
DV Trading
Illinois
$217K +$197K +2,649 +1,754%
OIA
560
OneDigital Investment Advisors
Kansas
$217K -$38.7K -522 -16%
CCA
561
Checchi Capital Advisers
California
$217K +$208K +2,797 New
PFG
562
Prosperity Financial Group
California
$217K +$207K +2,794 New
ALA
563
Atlas Legacy Advisors
California
$217K +$207K +2,794 New
PCA
564
Pallas Capital Advisors
Massachusetts
$215K -$23.6K -318 -10%
CA
565
CoreCap Advisors
Michigan
$215K +$9.8K +132 +5%
CI
566
Cigna Investments
Connecticut
$214K +$205K +2,759 New
DWT
567
Dorsey & Whitney Trust
South Dakota
$213K +$204K +2,750 New
CFA
568
Collaborative Fund Advisors
Nevada
$213K +$204K +2,742 New
IAA
569
Independent Advisor Alliance
North Carolina
$212K +$203K +2,734 New
AIP
570
Ameritas Investment Partners
Nebraska
$212K
BPFA
571
Barnes Pettey Financial Advisors
Mississippi
$209K +$200K +2,700 New
BPA
572
Beacon Pointe Advisors
California
$206K +$197K +2,654 New
ISL
573
Ingalls & Snyder LLC
New York
$205K +$196K +2,636 New
TCIIS
574
TIAA-CREF Individual & Institutional Services
New York
$205K +$196K +2,636 New
FCBT
575
First Citizens Bank & Trust
North Carolina
$204K +$195K +2,630 New