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CMS Energy

791 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, 306 increasing their positions, 246 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

0.07% more ownership

Funds ownership: 96.51%96.58% (+0.07%)

1% less funds holding

Funds holding: 797791 (-6)

Holders
791
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
RG
601
RHL Group
Michigan
$84.6K
CT
602
Caldwell Trust
Florida
$84.3K
GBT
603
Grove Bank & Trust
Florida
$83.2K
MCM
604
Manchester Capital Management
Vermont
$82K
QC
605
Quent Capital
New York
$76.2K
OAM
606
Ostrum Asset Management
France
$76K
HWA
607
Heritage Wealth Advisors
Virginia
$75.7K
BWM
608
Bernard Wealth Management
Michigan
$74.6K
CSC
609
Caldwell Sutter Capital
California
$73.7K
CH
610
Cromwell Holdings
Wyoming
$73.2K
IA
611
IFP Advisors
Florida
$67.5K
OL
612
OneFund LLC
Florida
$65.2K
SIC
613
Salem Investment Counselors
North Carolina
$62.8K
PFBT
614
Parkside Financial Bank & Trust
Missouri
$62.5K
RF
615
Robbins Farley
New Hampshire
$62.1K
UB
616
UMB Bank
Missouri
$61.2K
DMBA
617
Deseret Mutual Benefit Administrators
Utah
$59.3K
RFP
618
Root Financial Partners
California
$59.3K
SIC
619
SJS Investment Consulting
Ohio
$58K
GAA
620
Global Assets Advisory
Florida
$56.4K
RFS
621
Richardson Financial Services
Massachusetts
$51.2K
PWA
622
Physician Wealth Advisors
Utah
$42.9K
DCM
623
Dorato Capital Management
Colorado
$41.4K
CCWM
624
Cassaday & Co Wealth Management
Virginia
$40.8K
MSFP
625
Mark Sheptoff Financial Planning
Connecticut
$40.4K