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CMS Energy

679 hedge funds and large institutions have $16.6B invested in CMS Energy in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 288 increasing their positions, 196 reducing their positions, and 53 closing their positions.

Holders
679
Holders Change
+18
Holders Change %
+2.72%
% of All Funds
9.88%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
76
Increased
288
Reduced
196
Closed
53
Calls
$43.9M
Puts
$155K
Net Calls
+$43.7M
Net Calls Change
-$697K
Name Market Value Shares Shares
Change
Shares
Change %
SL
651
Salomon & Ludwin
Virginia
$1.07K 18
PCMC
652
Planning Capital Management Corporation
Pennsylvania
$1.07K 18
PCM
653
Penserra Capital Management
California
$1K 24
AW
654
Avion Wealth
Texas
$1K 28
TFA
655
Transamerica Financial Advisors
Florida
$1K 1
SFCL
656
Strengthening Families & Communities LLC
Massachusetts
$1K 9 +9 New
FW
657
Fairway Wealth
Ohio
$952 16 +16 New
TWD
658
True Wealth Design
Ohio
$774 13 +6 +86%
OWA
659
Opal Wealth Advisors
New York
$774 13 +13 New
ECM
660
Everence Capital Management
Indiana
$759 12,530
FNWA
661
Financial Network Wealth Advisors
Utah
$714 12 +12 New
CAM
662
ClariVest Asset Management
California
$660 11
BCMLT
663
Beacon Capital Management LLC (Tennessee)
Tennessee
$600 10 -271 -96%
DWA
664
Delos Wealth Advisors
Texas
$596 10
WWM
665
Wolff Wiese Magana
California
$596 10 +10 New
CFD
666
Creative Financial Designs
Indiana
$595 10
NL
667
NVWM LLC
Pennsylvania
$595 10 +5 +100%
OCM
668
Orion Capital Management
California
$536 9
JWM
669
Janiczek Wealth Management
Colorado
$417 7
KFI
670
Key Financial Inc
Pennsylvania
$417 7
RAM
671
Riggs Asset Management
Pennsylvania
$298 5
WA
672
WestEnd Advisors
North Carolina
$238 4 -1 -20%
HIA
673
Harbor Investment Advisory
Maryland
$238 4 +4 New
FFA
674
Frazier Financial Advisors
Ohio
$179 3
RS
675
Rakuten Securities
Japan
$119 2