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CMS Energy

800 hedge funds and large institutions have $20.5B invested in CMS Energy in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 291 increasing their positions, 267 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.14% less ownership

Funds ownership: 96.66%96.52% (-0.14%)

3% less capital invested

Capital invested by funds: $21.2B → $20.5B (-$650M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
800
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59.9M
Puts
$35.7M
Net Calls
Net Calls Change

Top Sellers

1 -$183M
2 -$162M
3 -$121M
4
Barclays
Barclays
United Kingdom
-$113M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
576
Virtus Investment Advisers
Connecticut
$163K
AF
577
Allworth Financial
California
$153K
ACM
578
Aster Capital Management
United Arab Emirates
$144K
CT
579
Colonial Trust
South Carolina
$143K
SAG
580
SageView Advisory Group
California
$135K
VCM
581
Versant Capital Management
Arizona
$134K
LFG
582
Larson Financial Group
Missouri
$133K
CA
583
Crewe Advisors
Utah
$133K
CWM
584
Cranbrook Wealth Management
Michigan
$131K
QC
585
Quent Capital
New York
$130K
RIL
586
Rothschild Investment LLC
Illinois
$125K
JFG
587
Jefferies Financial Group
New York
$117K
PTC
588
Private Trust Company
Ohio
$113K
MCM
589
MAI Capital Management
Ohio
$106K
MIA
590
MeadowBrook Investment Advisors
Michigan
$105K
OC
591
Oakworth Capital
Alabama
$105K
FFC
592
First Financial Corp
Indiana
$103K
BGAI
593
Bruce G. Allen Investments
Colorado
$103K
CJ
594
Caitlin John
Michigan
$103K
PWPS
595
Pinnacle Wealth Planning Services
Ohio
$102K
CAM
596
Costello Asset Management
Pennsylvania
$98.5K
FIM
597
FWL Investment Management
Texas
$94.4K
TPCW
598
TD Private Client Wealth
New York
$87.9K
TC
599
Trust Company
Kansas
$85.8K
CFO
600
CVA Family Office
Colorado
$85.5K