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CMS Energy

791 hedge funds and large institutions have $23.1B invested in CMS Energy in 2026 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 306 increasing their positions, 246 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

10% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 94

0.07% more ownership

Funds ownership: 96.51%96.58% (+0.07%)

1% less funds holding

Funds holding: 797791 (-6)

Holders
791
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$57.3M
Puts
$17.2M
Net Calls
Net Calls Change

Top Buyers

1 +$490M
2 +$175M
3 +$131M
4
DZ Bank
DZ Bank
Germany
+$87.8M
5
BlackRock
BlackRock
New York
+$70.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
676
MCF Advisors
Kentucky
$10.2K
PWAM
677
Private Wealth Asset Management
Iowa
$10K
OA
678
Operose Advisors
Wisconsin
$9.85K
AP
679
Aspect Partners
Virginia
$9.78K
CPG
680
Cornerstone Planning Group
New Jersey
$9.74K
TWD
681
True Wealth Design
Ohio
$9.62K
KFAS
682
Keating Financial Advisory Services
Kansas
$9.54K
KAS
683
Kemnay Advisory Services
New York
$9.54K
CFFP
684
Center for Financial Planning
Michigan
$9.48K
PWMG
685
Prestige Wealth Management Group
New Jersey
$9.39K
GWM
686
Geneos Wealth Management
Colorado
$9.08K
CFM
687
Cornerstone Financial Management
Massachusetts
$8.61K
JWA
688
JFS Wealth Advisors
Pennsylvania
$8.07K
AW
689
Avion Wealth
Texas
$8K
SWP
690
Strategic Wealth Partners
Ohio
$7.76K
MHR
691
Matthew Hamilton Rosenberg
$7.14K
S
692
Sachetta
Massachusetts
$7.06K
EPL
693
Essential Partners LLC
California
$7K
CI
694
Clal Insurance
Israel
$7K
LWM
695
Lodestone Wealth Management
Washington
$6.75K
AF
696
Alerus Financial
North Dakota
$6.52K
BIA
697
Bell Investment Advisors
California
$6.44K
FG
698
Fairman Group
Pennsylvania
$6.05K
SS
699
Sunbelt Securities
Texas
$5.97K
CIM
700
Contravisory Investment Management
Massachusetts
$5.9K