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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 %
WIM
651
Westside Investment Management
California
$8.49K +$8.49K +121 New
CFFP
652
Center for Financial Planning
Michigan
$8.41K
PWMG
653
Prestige Wealth Management Group
New Jersey
$8.38K
NAAA
654
New Age Alpha Advisors
New York
$7.14K -$54.5K -787 -88%
TPWA
655
Twin Peaks Wealth Advisors
California
$7.14K +$7.14K +98 New
CPG
656
Cornerstone Planning Group
New Jersey
$7.12K +$1.93K +26 +37%
HWM
657
HighMark Wealth Management
Minnesota
$7K -$1.11K -16 -14%
AWM
658
Atticus Wealth Management
Florida
$6.93K -$1.39K -20 -17%
SWP
659
Strategic Wealth Partners
Ohio
$6.93K +$6.93K +100 New
WA
660
Whipplewood Advisors
Colorado
$6.37K -$2.77K -40 -30%
MHR
661
Matthew Hamilton Rosenberg
$6.37K
S
662
Sachetta
Massachusetts
$6.31K -$13.9K -200 -69%
AF
663
Alerus Financial
North Dakota
$5.82K +$5.82K +84 New
AG
664
AmeriFlex Group
Nevada
$5.6K
BIA
665
Bell Investment Advisors
California
$5.54K +$693 +10 +14%
TWD
666
True Wealth Design
Ohio
$5.47K -$1.66K -24 -23%
SC
667
SouthState Corp
Florida
$5.13K -$3.81K -55 -43%
TH
668
TCTC Holdings
Texas
$5.06K
CSB
669
City State Bank
Iowa
$4.5K
HHMI
670
Howard Hughes Medical Institute
Maryland
$4.43K +$4.43K +64 New
GEA
671
Glen Eagle Advisors
New Jersey
$4.23K
B
672
Birchbrook
Maine
$4.02K
AW
673
Avion Wealth
Texas
$4K +$207 +3 +5%
MAWAG
674
Mid-American Wealth Advisory Group
Missouri
$3.88K +$3.88K +56 New
RAM
675
Riggs Asset Management
Pennsylvania
$3.74K +$3.4K +49 +980%