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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 %
ETS
676
ESL Trust Services
New York
$1.47K
IHWM
677
Iron Horse Wealth Management
Iowa
$1.33K
SL
678
Salomon & Ludwin
Virginia
$1.2K
TWD
679
True Wealth Design
Ohio
$1.13K +$133 +2 +13%
CAWM
680
Capital A Wealth Management
Pennsylvania
$1.07K +$1.07K +16 New
CAL
681
Capital Advisors Ltd
Ohio
$1K
CIA
682
Cape Investment Advisory
Georgia
$1K +$1K +15 New
CAL
683
Capital Analysts LLC
Pennsylvania
$1K +$1K +17 New
AGWCA
684
Annis Gardner Whiting Capital Advisors
Florida
$934 +$934 +14 New
NWM
685
Nova Wealth Management
Florida
$933 +$933 +14 New
MA
686
MCF Advisors
Kentucky
$800
VWA
687
Valued Wealth Advisors
Utah
$800
SO
688
Sierra Ocean
California
$669 +$669 +10 New
CFD
689
Creative Financial Designs
Indiana
$667
NL
690
NVWM LLC
Pennsylvania
$667
WWM
691
Wolff Wiese Magana
California
$667
WCM
692
WealthTrak Capital Management
Virginia
$667 +$667 +10 New
GSWM
693
Golden State Wealth Management
California
$667 +$667 +10 New
AA
694
Ancora Advisors
Ohio
$666 +$333 +5 +100%
OCM
695
Orion Capital Management
California
$600 +$600 +9 New
PWA
696
Principia Wealth Advisory
Texas
$533 +$533 +8 New
MAS
697
MPWM Advisory Solutions
Georgia
$533 +$533 +8 New
WW
698
Winnow Wealth
Texas
$345 +$345 +6 New
RAM
699
Riggs Asset Management
Pennsylvania
$334
RPA
700
Redwood Park Advisors
California
$334 +$334 +5 New