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CMS Energy

725 hedge funds and large institutions have $21.3B invested in CMS Energy in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 288 increasing their positions, 235 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+18
Holders Change %
+2.55%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
95
Increased
288
Reduced
235
Closed
62
Calls
$62.5M
Puts
$796K
Net Calls
+$61.7M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
576
Catalyst Capital Advisors
New York
$79.1K -$2.63K -35 -3%
CA
577
Centerpoint Advisors
Massachusetts
$75K
NS
578
NBC Securities
Alabama
$75K +$75K +999 New
BWM
579
Bernard Wealth Management
Michigan
$72.3K +$72.3K +962 New
RF
580
Robbins Farley
New Hampshire
$70K
CWM
581
Cranbrook Wealth Management
Michigan
$68.7K +$3.16K +42 +5%
ARMT
582
Amica Retiree Medical Trust
Rhode Island
$68K -$12.1K -161 -15%
CH
583
Cromwell Holdings
Wyoming
$67.7K +$1.35K +18 +2%
NAAA
584
New Age Alpha Advisors
New York
$66.8K -$203K -2,707 -75%
CSC
585
Caldwell Sutter Capital
California
$65.3K -$7.96K -106 -11%
PFBT
586
Parkside Financial Bank & Trust
Missouri
$65K -$1.58K -21 -2%
IA
587
IFP Advisors
Florida
$64.4K -$19.8K -233 -23%
SIC
588
Salem Investment Counselors
North Carolina
$60.8K +$4.13K +55 +7%
SIM
589
Sentry Investment Management
Wisconsin
$60K -$17.9K -251 -23%
LFG
590
Larson Financial Group
Missouri
$59.6K +$5.56K +74 +10%
BBHC
591
Brown Brothers Harriman & Co
New York
$53.9K -$146K -1,947 -73%
TCM
592
TruNorth Capital Management
Michigan
$53.5K
CLOS
593
Compagnie Lombard Odier SCmA
Switzerland
$50.3K
FHA
594
First Horizon Advisors
Tennessee
$47.9K +$9.25K +123 +24%
WA
595
WPG Advisers
Maryland
$47.2K +$901 +12 +2%
GFPC
596
Global Financial Private Client
Florida
$45.8K +$1.2K +16 +3%
HWM
597
Hemington Wealth Management
Virginia
$44K +$4.31K +58 +11%
HCP
598
Hexagon Capital Partners
Arkansas
$42.1K +$8.49K +113 +25%
RFS
599
Richardson Financial Services
Massachusetts
$41.7K +$7.51K +100 +22%
MSFP
600
Mark Sheptoff Financial Planning
Connecticut
$40.5K