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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
DMIC
601
Dixon Mitchell Investment Counsel
British Columbia, Canada
$83.5K
FAMI
602
Fideuram Asset Management (Ireland)
$79.5K
C
603
Covestor
United Kingdom
$79K
TWC
604
TD Waterhouse Canada
Ontario, Canada
$77.6K
MA
605
Montag & Associates
Georgia
$76.9K
CT
606
Caldwell Trust
Florida
$76K
MCM
607
Manchester Capital Management
Vermont
$75.9K
RG
608
RHL Group
Michigan
$75.7K
GBT
609
Grove Bank & Trust
Florida
$75K
SWM
610
Spire Wealth Management
Virginia
$74.5K
NS
611
NBC Securities
Alabama
$67.4K
BWM
612
Bernard Wealth Management
Michigan
$67.3K
CSC
613
Caldwell Sutter Capital
California
$66.4K
MSFP
614
Mark Sheptoff Financial Planning
Connecticut
$65.7K
CH
615
Cromwell Holdings
Wyoming
$64.8K
UB
616
UMB Bank
Missouri
$64.1K
PFBT
617
Parkside Financial Bank & Trust
Missouri
$61.8K
IA
618
IFP Advisors
Florida
$61.8K
OL
619
OneFund LLC
Florida
$59.4K
RF
620
Robbins Farley
New Hampshire
$55.9K
SIM
621
Sentry Investment Management
Wisconsin
$53K
PWA
622
Physician Wealth Advisors
Utah
$49.2K
RFS
623
Richardson Financial Services
Massachusetts
$46.2K
TCOV
624
Trust Company of Vermont
Vermont
$37.4K
DCM
625
Dorato Capital Management
Colorado
$37.2K