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CMS Energy

707 hedge funds and large institutions have $18.9B invested in CMS Energy in 2024 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 267 increasing their positions, 231 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+7
Holders Change %
+1%
% of All Funds
9.41%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
103
Increased
267
Reduced
231
Closed
84
Calls
$50.2M
Puts
$1.14M
Net Calls
+$49M
Net Calls Change
-$4.51M
Name Holding Trade Value Shares
Change
Shares
Change %
GKIM
626
GW&K Investment Management
Massachusetts
$10K
DIP
627
DT Investment Partners
Pennsylvania
$9.67K -$57.5K -862 -86%
FFO
628
Fortitude Family Office
Arizona
$9.4K +$4.73K +71 +101%
FIA
629
FPC Investment Advisory
California
$9.31K +$9.31K +141 New
HPC
630
HM Payson & Co
Maine
$9.07K +$67 +1 +0.7%
JWA
631
JFS Wealth Advisors
Pennsylvania
$8.6K +$600 +9 +8%
CFFP
632
Center for Financial Planning
Michigan
$8.52K
AP
633
Aspect Partners
Virginia
$8.4K
PWMG
634
Prestige Wealth Management Group
New Jersey
$8.2K +$133 +2 +2%
SIS
635
Sound Income Strategies
Florida
$8.08K
AWM
636
Atticus Wealth Management
Florida
$8K
HWM
637
HighMark Wealth Management
Minnesota
$7.8K -$67 -1 -0.8%
A
638
AlphaQuest
New York
$7.8K +$7.13K +107 +1,070%
WA
639
Whipplewood Advisors
Colorado
$6.8K +$6.8K +102 New
Q1WB
640
Quest 10 Wealth Builders
Virginia
$6.27K +$6.27K +94 New
MHR
641
Matthew Hamilton Rosenberg
$6.13K
WT
642
Washington Trust
Rhode Island
$5.77K -$265 -4 -4%
VWWMG
643
Vermillion & White Wealth Management Group
Pennsylvania
$5.2K
DF
644
Dunhill Financial
United Kingdom
$4.97K +$995 +15 +25%
TH
645
TCTC Holdings
Texas
$4.87K
BIA
646
Bell Investment Advisors
California
$4.67K +$1.73K +26 +59%
CMBA
647
C.M. Bidwell & Associates
Hawaii
$4.6K
CSB
648
City State Bank
Iowa
$4.33K
TAM
649
Tucker Asset Management
Colorado
$4.2K +$4.2K +63 New
GEA
650
Glen Eagle Advisors
New Jersey
$4.07K