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CMS Energy

725 hedge funds and large institutions have $21.3B invested in CMS Energy in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 288 increasing their positions, 235 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+18
Holders Change %
+2.55%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
95
Increased
288
Reduced
235
Closed
62
Calls
$62.5M
Puts
$796K
Net Calls
+$61.7M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Shares
Change %
FCAS
676
First Command Advisory Services
Texas
$3.38K +$3.38K +45 New
HWP
677
Highline Wealth Partners
California
$3.31K +$3.31K +44 New
CTC
678
Central Trust Company
Missouri
$3.23K
RWM
679
Ruedi Wealth Management
Illinois
$3.23K
TCA
680
Trifecta Capital Advisors
Illinois
$3.16K
CWC
681
Carolinas Wealth Consulting
North Carolina
$3.08K -$601 -8 -16%
GJIA
682
Glass Jacobson Investment Advisors
Maryland
$3.07K
AW
683
Avion Wealth
Texas
$3K
BWAM
684
Boyd Watterson Asset Management
Ohio
$2.93K
DPW
685
DiNuzzo Private Wealth
Pennsylvania
$2.63K +$376 +5 +17%
WCM
686
WealthTrak Capital Management
Virginia
$2.63K +$1.88K +25 +250%
AIC
687
Archer Investment Corporation
Indiana
$2.3K +$74 +1 +3%
FMTCOCP
688
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K +$2K +32 New
RCM
689
Raleigh Capital Management
North Carolina
$1.95K -$16.2K -215 -89%
PWMG
690
Private Wealth Management Group
New Jersey
$1.8K
MAFA
691
MJT & Associates Financial Advisory
Minnesota
$1.73K +$1.73K +23 New
HFS
692
Hughes Financial Services
Virginia
$1.65K +$1.65K +22 New
ETS
693
ESL Trust Services
New York
$1.65K
IHWM
694
Iron Horse Wealth Management
Iowa
$1.5K
CAWM
695
Capital A Wealth Management
Pennsylvania
$1.5K +$300 +4 +25%
RA
696
Rise Advisors
New York
$1.43K -$13.4K -178 -90%
SL
697
Salomon & Ludwin
Virginia
$1.35K
AGWCA
698
Annis Gardner Whiting Capital Advisors
Florida
$1.05K
NWM
699
Nova Wealth Management
Florida
$1.05K
CAL
700
Capital Advisors Ltd
Ohio
$1K