CMS icon

CMS Energy

791 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, 306 increasing their positions, 246 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

10% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 94

0.07% more ownership

Funds ownership: 96.51%96.58% (+0.07%)

1% less funds holding

Funds holding: 797791 (-6)

Holders
791
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.3M
Puts
$17.2M
Net Calls
Net Calls Change

Top Buyers

1 +$490M
2 +$175M
3 +$131M
4
DZ Bank
DZ Bank
Germany
+$87.8M
5
BlackRock
BlackRock
New York
+$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
551
Walker Asset Management
Missouri
$218K
SYBT
552
Stock Yards Bank & Trust
Kentucky
$218K
DWM
553
Drive Wealth Management
Utah
$218K
DT
554
DV Trading
Illinois
$217K
OIA
555
OneDigital Investment Advisors
Kansas
$217K
CCA
556
Checchi Capital Advisers
California
$217K
PFG
557
Prosperity Financial Group
California
$217K
ALA
558
Atlas Legacy Advisors
California
$217K
PCA
559
Pallas Capital Advisors
Massachusetts
$215K
CA
560
CoreCap Advisors
Michigan
$215K
CI
561
Cigna Investments
Connecticut
$214K
DWT
562
Dorsey & Whitney Trust
South Dakota
$213K
CFA
563
Collaborative Fund Advisors
Nevada
$213K
IAA
564
Independent Advisor Alliance
North Carolina
$212K
AIP
565
Ameritas Investment Partners
Nebraska
$212K
BPFA
566
Barnes Pettey Financial Advisors
Mississippi
$209K
BPA
567
Beacon Pointe Advisors
California
$206K
ISL
568
Ingalls & Snyder LLC
New York
$205K
TCIIS
569
TIAA-CREF Individual & Institutional Services
New York
$205K
FCBT
570
First Citizens Bank & Trust
North Carolina
$204K
CFG
571
Citizens Financial Group
Rhode Island
$203K
CAU
572
Caxton Associates (UK)
$201K
MCM
573
MAI Capital Management
Ohio
$199K
VIA
574
Virtus Investment Advisers
Connecticut
$196K
CA
575
Clearstead Advisors
Ohio
$175K