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CMS Energy

797 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 309 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

10% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 94

0.1% more ownership

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

0% less funds holding

Funds holding: 800797 (-3)

Holders
797
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.3M
Puts
$17.2M
Net Calls
Net Calls Change

Top Buyers

1 +$490M
2 +$175M
3 +$131M
4
DZ Bank
DZ Bank
Germany
+$87.8M
5
BlackRock
BlackRock
New York
+$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
576
Citizens Financial Group
Rhode Island
$203K
CAU
577
Caxton Associates (UK)
$201K
MCM
578
MAI Capital Management
Ohio
$199K
VIA
579
Virtus Investment Advisers
Connecticut
$196K
CA
580
Clearstead Advisors
Ohio
$175K
VCM
581
Versant Capital Management
Arizona
$174K
CT
582
Colonial Trust
South Carolina
$158K
LFG
583
Larson Financial Group
Missouri
$157K
RIL
584
Rothschild Investment LLC
Illinois
$152K
CA
585
Crewe Advisors
Utah
$148K
PTC
586
Private Trust Company
Ohio
$125K
Acadian Asset Management
587
Acadian Asset Management
Massachusetts
$120K
PWPS
588
Pinnacle Wealth Planning Services
Ohio
$117K
CFO
589
CVA Family Office
Colorado
$117K
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
FIM
595
FWL Investment Management
Texas
$105K
BGAI
596
Bruce G. Allen Investments
Colorado
$101K
HIIFS
597
Harel Insurance Investments & Financial Services
Israel
$99K
TPCW
598
TD Private Client Wealth
New York
$98.2K
TC
599
Trust Company
Kansas
$95.9K
SWM
600
Spire Wealth Management
Virginia
$93.4K