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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
Q1WB
626
Quest 10 Wealth Builders
Virginia
$32.7K
SSG
627
Summit Securities Group
New York
$31.7K
JFGIW
628
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K
MB
629
MidFirst Bank
Oklahoma
$30.6K
BTD
630
BankPlus Trust Department
Mississippi
$30.1K
FRA
631
Front Row Advisors
California
$29.4K
WA
632
WPG Advisers
Maryland
$29.2K
DE
633
DV Equities
Illinois
$29.2K
EW
634
Elyxium Wealth
California
$29.1K
CB
635
CNB Bank
Pennsylvania
$28.9K
DJSG
636
D.J. St. Germain
Massachusetts
$28.9K
DMBA
637
Deseret Mutual Benefit Administrators
Utah
$28.3K
HWA
638
Heritage Wealth Advisors
Virginia
$28K
AUB
639
Atlantic Union Bankshares
Virginia
$27.1K
TFIPS
640
Towarzystwo Funduszy Inwestycyjnych PZU SA
$25.9K
RFP
641
Root Financial Partners
California
$25.1K
RA
642
Ransom Advisory
Rhode Island
$25K
HPC
643
HM Payson & Co
Maine
$24.9K
FHC
644
First Horizon Corporation
Tennessee
$24.9K
SIS
645
Sound Income Strategies
Florida
$24.6K
AA
646
Ancora Advisors
Ohio
$24.5K
SIC
647
SJS Investment Consulting
Ohio
$24.5K
NAAA
648
New Age Alpha Advisors
New York
$24.1K
SA
649
Strategic Advocates
Utah
$23.2K
HIIFS
650
Harel Insurance Investments & Financial Services
Israel
$23K