CMS icon

CMS Energy

733 hedge funds and large institutions have $20.4B invested in CMS Energy in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
91
Increased
285
Reduced
241
Closed
72
Calls
$59.5M
Puts
$12.7M
Net Calls
+$46.8M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
626
Ransom Advisory
Rhode Island
$19K
MTIC
627
Missouri Trust & Investment Company
Missouri
$16K
NRG
628
Nemes Rush Group
Michigan
$15K
MYIA
629
Mount Yale Investment Advisors
Colorado
$15K +$15K +216 New
FMII
630
Farmers & Merchants Investments Inc
Nebraska
$14.3K
TFGT
631
TS Financial Group (TSFG)
Illinois
$14K
SSG
632
Summit Securities Group
New York
$13.9K +$13.9K +201 New
EB
633
Eastern Bank
Massachusetts
$13.9K -$6.58K -95 -32%
BCMLT
634
Beacon Capital Management LLC (Tennessee)
Tennessee
$13.6K +$1.94K +28 +17%
FFO
635
Fortitude Family Office
Arizona
$13.2K +$3.46K +50 +35%
PWM
636
Puff Wealth Management
New Jersey
$13K +$13K +187 New
HIW
637
Holos Integrated Wealth
Pennsylvania
$12.3K
GWSG
638
GPS Wealth Strategies Group
Colorado
$12.1K
GKIM
639
GW&K Investment Management
Massachusetts
$12K +$1.98K +29 +20%
BSB
640
Bangor Savings Bank
Maine
$11.7K
FPF
641
First Pacific Financial
Washington
$11.4K -$3.67K -53 -24%
AP
642
Atwood & Palmer
Missouri
$11.1K
GFM
643
GF Fund Management
China
$10.9K
MIM
644
MTM Investment Management
South Carolina
$10.9K +$10.9K +158 New
OP
645
ORG Partners
Indiana
$10.2K +$4.98K +71 +95%
DIP
646
DT Investment Partners
Pennsylvania
$10K
JWA
647
JFS Wealth Advisors
Pennsylvania
$9.56K -$831 -12 -8%
PWAM
648
Private Wealth Asset Management
Iowa
$8.94K
SIS
649
Sound Income Strategies
Florida
$8.76K +$1.04K +15 +14%
AP
650
Aspect Partners
Virginia
$8.73K