We are live on ! Find out more
CMS icon

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
RFS
626
Richardson Financial Services
Massachusetts
$51.2K
PWA
627
Physician Wealth Advisors
Utah
$42.9K
DCM
628
Dorato Capital Management
Colorado
$41.4K
CCWM
629
Cassaday & Co Wealth Management
Virginia
$40.8K
MSFP
630
Mark Sheptoff Financial Planning
Connecticut
$40.4K
Q1WB
631
Quest 10 Wealth Builders
Virginia
$35.9K
AFC
632
Ares Financial Consulting
California
$35.3K
NS
633
NBC Securities
Alabama
$35.2K
JFGIW
634
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34.4K
MB
635
MidFirst Bank
Oklahoma
$34K
BTD
636
BankPlus Trust Department
Mississippi
$33.4K
FRA
637
Front Row Advisors
California
$32.6K
PL
638
Protective Life
Alabama
$32.6K
CB
639
CNB Bank
Pennsylvania
$32K
DJSG
640
D.J. St. Germain
Massachusetts
$32K
AA
641
Ancora Advisors
Ohio
$31.5K
SA
642
Scarborough Advisors
Maryland
$31.3K
FHC
643
First Horizon Corporation
Tennessee
$29.9K
TFIPS
644
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.7K
HPC
645
HM Payson & Co
Maine
$27.6K
OCWP
646
Owl Creek Wealth Partners
Colorado
$27.6K
Walleye Capital
647
Walleye Capital
New York
$25.9K
MCM
648
MV Capital Management
Maryland
$24.7K
HNB
649
Hilltop National Bank
Wyoming
$23.3K
JFA
650
JNBA Financial Advisors
Minnesota
$23.3K