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CMS Energy

798 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 309 increasing their positions, 247 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $57.3M | Put options by funds: $17.2M

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

25% more repeat investments, than reductions

Existing positions increased: 309 | Existing positions reduced: 247

12% more capital invested

Capital invested by funds: $20.5B → $23.1B (+$2.56B)

11% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 94

0.1% more ownership

Funds ownership: 96.52%96.61% (+0.1%)

0% less funds holding

Funds holding: 800798 (-2)

Holders
798
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
9.83%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
104
Increased
309
Reduced
247
Closed
94
Calls
$57.3M
Puts
$17.2M
Net Calls
+$40.1M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SL
651
Salomon & Ludwin
Virginia
$22.1K
HIA
652
Harbor Investment Advisory
Maryland
$22K
WIM
653
Westside Investment Management
California
$20.1K
EFMH
654
E Fund Management (HK)
Hong Kong
$19.1K
RF
655
Rossby Financial
Florida
$19K +$15.3K +206 +542%
NRG
656
Nemes Rush Group
Michigan
$18.9K
TWIM
657
TIAA Wealth Investment Management
New York
$18.2K +$17.4K +235 New
PB
658
Prosperity Bancshares
Texas
$17.8K +$5.79K +78 +51%
BWA
659
Basecamp Wealth Advisors
Washington
$17.1K
CA
660
Centerpoint Advisors
Massachusetts
$16K
TFGT
661
TS Financial Group (TSFG)
Illinois
$16K
FMII
662
Farmers & Merchants Investments Inc
Nebraska
$16K
EB
663
Eastern Bank
Massachusetts
$15.5K
WSFG
664
Wall Street Financial Group
Illinois
$15.5K +$14.8K +200 New
SIS
665
Sound Income Strategies
Florida
$15.4K -$10.8K -146 -43%
FFO
666
Fortitude Family Office
Arizona
$14.8K +$1.26K +17 +10%
TPWA
667
Twin Peaks Wealth Advisors
California
$14.3K +$13.7K +184 New
GKIM
668
GW&K Investment Management
Massachusetts
$14K -$594 -8 -4%
FPF
669
First Pacific Financial
Washington
$13.7K +$742 +10 +6%
LI
670
LRI Investments
Florida
$13.7K +$13.1K +176 New
HIW
671
Holos Integrated Wealth
Pennsylvania
$13.2K
BSB
672
Bangor Savings Bank
Maine
$13K
C
673
Covestor
United Kingdom
$13K -$71.8K -967 -86%
AUB
674
Atlantic Union Bankshares
Virginia
$12.6K -$16.7K -225 -58%
AP
675
Atwood & Palmer
Missouri
$12.4K