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CMS Energy

625 hedge funds and large institutions have $16.3B invested in CMS Energy in 2023 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 203 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
625
Holders Change
Holders Change %
0%
% of All Funds
9.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
245
Reduced
203
Closed
54
Calls
$4.49M
Puts
$12.5M
Net Calls
-$8.04M
Net Calls Change
-$8.33M
Name Holding Trade Value Shares
Change
Shares
Change %
BSB
576
Bangor Savings Bank
Maine
$5.17K
BIA
577
Bell Investment Advisors
California
$4.99K +$470 +8 +10%
TWP
578
TFO Wealth Partners
Ohio
$4.64K
IBOK
579
Independence Bank of Kentucky
Kentucky
$4.64K +$4.64K +79 New
RTL
580
Red Tortoise LLC
Georgia
$4.52K
JWA
581
JFS Wealth Advisors
Pennsylvania
$4.35K -$4.11K -70 -49%
EC
582
Elequin Capital
New York
$4.23K +$4.23K +72 New
CWC
583
Carolinas Wealth Consulting
North Carolina
$4.19K -$45.6K -773 -92%
CSB
584
City State Bank
Iowa
$4K
CWP
585
Concord Wealth Partners
Virginia
$3.64K
EBA
586
Eagle Bay Advisors
New York
$3.44K
TWM
587
Tradition Wealth Management
Minnesota
$3K -$259 -5 -8%
FCA
588
FinTrust Capital Advisors
South Carolina
$2.98K
SCA
589
Stonebridge Capital Advisors
Minnesota
$2.76K
ANBT
590
American National Bank & Trust
Texas
$2.59K
FDCDDQ
591
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.59K
CTC
592
Central Trust Company
Missouri
$2.53K
TCA
593
Trifecta Capital Advisors
Illinois
$2.47K
CPG
594
Cornerstone Planning Group
New Jersey
$2.35K +$2.35K +40 New
MCM
595
Manchester Capital Management
Vermont
$2.29K +$1.76K +30 +333%
BWAM
596
Boyd Watterson Asset Management
Ohio
$2.29K
HS
597
Horan Securities
United States
$2.17K -$3.41K -58 -61%
WWP
598
WR Wealth Planners
Missouri
$2.06K
VNA
599
Valley National Advisers
Pennsylvania
$2K
MCM
600
Magnolia Capital Management
New York
$2K