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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 %
HI
576
Harbour Investments
Wisconsin
$88.6K +$11.6K +168 +15%
CFO
577
CVA Family Office
Colorado
$84.6K +$485 +7 +0.6%
TWC
578
TD Waterhouse Canada
Ontario, Canada
$81.7K -$10.6K -151 -11%
CI Investments Inc
579
CI Investments Inc
Ontario, Canada
$81K +$6.47K +93 +9%
TPCW
580
TD Private Client Wealth
New York
$77.8K +$2.43K +35 +3%
MA
581
Montag & Associates
Georgia
$76.2K – – –
GBT
582
Grove Bank & Trust
Florida
$74.3K – – –
NS
583
NBC Securities
Alabama
$71K +$2.6K +38 +4%
BWM
584
Bernard Wealth Management
Michigan
$66.6K – – –
RF
585
Robbins Farley
New Hampshire
$64.6K – – –
CSC
586
Caldwell Sutter Capital
California
$64.4K +$4.16K +60 +7%
CH
587
Cromwell Holdings
Wyoming
$64.2K +$1.66K +24 +3%
ARMT
588
Amica Retiree Medical Trust
Rhode Island
$63K – – –
CCA
589
Catalyst Capital Advisors
New York
$62.8K -$10.1K -146 -14%
PFBT
590
Parkside Financial Bank & Trust
Missouri
$61.7K +$1.8K +26 +3%
MSE
591
MUFG Securities EMEA
United Kingdom
$61K +$61K +880 New
CWM
592
Cranbrook Wealth Management
Michigan
$60.5K -$2.91K -42 -5%
CIAM
593
Caitong International Asset Management
Hong Kong
$58.3K +$58.3K +842 New
SIM
594
Sentry Investment Management
Wisconsin
$58K – – –
GM
595
GeoWealth Management
Illinois
$58K -$277K -3,994 -83%
BBHC
596
Brown Brothers Harriman & Co
New York
$56.9K +$7.27K +105 +15%
SIC
597
Salem Investment Counselors
North Carolina
$56.1K – – –
OL
598
OneFund LLC
Florida
$53K +$53K +770 New
TCM
599
TruNorth Capital Management
Michigan
$49.3K – – –
RFS
600
Richardson Financial Services
Massachusetts
$46.3K +$7.36K +105 +19%
22 23
24
25 26