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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 %
B
651
Birchbrook
Maine
$3.87K +$3.87K +58 New
CPG
652
Cornerstone Planning Group
New Jersey
$3.7K +$336 +5 +10%
TCM
653
TD Capital Management
Tennessee
$3.36K +$3.36K +50 New
CWC
654
Carolinas Wealth Consulting
North Carolina
$3.27K +$1.2K +18 +58%
MSWM
655
Mowery & Schoenfeld Wealth Management
Illinois
$3.2K +$3.2K +48 New
EBA
656
Eagle Bay Advisors
New York
$3.17K
SS
657
SBI Securities
Japan
$3.13K +$3.13K +47 New
KFI
658
Key Financial Inc
Pennsylvania
$3.07K +$2.6K +39 +557%
GJIA
659
Glass Jacobson Investment Advisors
Maryland
$3.07K +$3.07K +46 New
AW
660
Avion Wealth
Texas
$3K +$1.04K +19 +53%
CTC
661
Central Trust Company
Missouri
$2.87K
RWM
662
Ruedi Wealth Management
Illinois
$2.87K
TCA
663
Trifecta Capital Advisors
Illinois
$2.8K
MEG
664
Millstone Evans Group
Colorado
$2.8K +$2.8K +42 New
CF
665
Conquis Financial
California
$2.73K +$2.73K +41 New
BWAM
666
Boyd Watterson Asset Management
Ohio
$2.6K
MSG
667
Main Street Group
Virginia
$2.27K
KIM
668
Kestra Investment Management
Texas
$2.05K +$2.05K +31 New
AIC
669
Archer Investment Corporation
Indiana
$2.03K
DPW
670
DiNuzzo Private Wealth
Pennsylvania
$2K -$67 -1 -3%
CMP
671
Coston McIsaac & Partners
Maine
$2K
CSWM
672
Cassady Schiller Wealth Management
Ohio
$1.87K +$1.87K +28 New
W
673
WealthCollab
Washington
$1.8K +$1.8K +27 New
AWM
674
Avior Wealth Management
Nebraska
$1.67K +$400 +6 +32%
PWMG
675
Private Wealth Management Group
New Jersey
$1.6K