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CMS Energy

798 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 309 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $57.3M | Put options by funds: $17.2M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

25% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 247

12% more capital invested

Capital invested by funds: $20.5B → $23.1B (+$2.56B)

11% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 94

0.1% more ownership

Funds ownership: 96.52%96.61% (+0.1%)

0% less funds holding

Funds holding: 800798 (-2)

Holders
798
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
9.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
104
Increased
309
Reduced
247
Closed
94
Calls
$57.3M
Puts
$17.2M
Net Calls
+$40.1M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
576
Citizens Financial Group
Rhode Island
$203K -$74.9K -1,009 -28%
CAU
577
Caxton Associates (UK)
$201K +$193K +2,595 New
MCM
578
MAI Capital Management
Ohio
$199K +$78.5K +1,057 +70%
VIA
579
Virtus Investment Advisers
Connecticut
$196K +$14.3K +192 +8%
CA
580
Clearstead Advisors
Ohio
$175K -$63.8K -859 -28%
VCM
581
Versant Capital Management
Arizona
$174K +$24.6K +332 +17%
CT
582
Colonial Trust
South Carolina
$158K -$223 -3 -0.1%
LFG
583
Larson Financial Group
Missouri
$157K +$9.13K +123 +6%
RIL
584
Rothschild Investment LLC
Illinois
$152K +$12.5K +168 +9%
CA
585
Crewe Advisors
Utah
$148K
PTC
586
Private Trust Company
Ohio
$125K -$668 -9 -0.6%
Acadian Asset Management
587
Acadian Asset Management
Massachusetts
$120K -$1.19M -16,047 -91%
PWPS
588
Pinnacle Wealth Planning Services
Ohio
$117K +$3.49K +47 +3%
CFO
589
CVA Family Office
Colorado
$117K +$20.9K +282 +23%
MIA
590
MeadowBrook Investment Advisors
Michigan
$116K
OC
591
Oakworth Capital
Alabama
$116K
CJ
592
Caitlin John
Michigan
$114K
CAM
593
Costello Asset Management
Pennsylvania
$109K
FFC
594
First Financial Corp
Indiana
$109K -$5.57K -75 -5%
FIM
595
FWL Investment Management
Texas
$105K
BGAI
596
Bruce G. Allen Investments
Colorado
$101K -$12.2K -165 -11%
HIIFS
597
Harel Insurance Investments & Financial Services
Israel
$99K +$69.9K +942 +284%
TPCW
598
TD Private Client Wealth
New York
$98.2K +$668 +9 +0.7%
TC
599
Trust Company
Kansas
$95.9K +$668 +9 +0.7%
SWM
600
Spire Wealth Management
Virginia
$93.4K +$10.3K +139 +13%