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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
GSEP
676
Golden State Equity Partners
California
$12.1K +$11.6K +156 New
FCAS
677
First Command Advisory Services
Texas
$11.6K
RDFA
678
Ritter Daniher Financial Advisory
Ohio
$11.4K
DIP
679
DT Investment Partners
Pennsylvania
$11.3K
EC
680
Elequin Capital
New York
$10.7K -$8.98K -121 -47%
EI
681
EFG International
$10.3K +$9.87K +133 New
MA
682
MCF Advisors
Kentucky
$10.2K +$9.8K +132 New
PWAM
683
Private Wealth Asset Management
Iowa
$10K
OA
684
Operose Advisors
Wisconsin
$9.85K +$9.43K +127 New
AP
685
Aspect Partners
Virginia
$9.78K
CPG
686
Cornerstone Planning Group
New Jersey
$9.74K +$2.97K +40 +44%
TWD
687
True Wealth Design
Ohio
$9.62K +$297 +4 +3%
KFAS
688
Keating Financial Advisory Services
Kansas
$9.54K +$2.75K +37 +43%
KAS
689
Kemnay Advisory Services
New York
$9.54K +$9.13K +123 New
CFFP
690
Center for Financial Planning
Michigan
$9.48K
PWMG
691
Prestige Wealth Management Group
New Jersey
$9.39K
GWM
692
Geneos Wealth Management
Colorado
$9.08K -$2.38K -32 -21%
CFM
693
Cornerstone Financial Management
Massachusetts
$8.61K
JWA
694
JFS Wealth Advisors
Pennsylvania
$8.07K -$6.53K -88 -46%
AW
695
Avion Wealth
Texas
$8K +$520 +7 +7%
SWP
696
Strategic Wealth Partners
Ohio
$7.76K
MHR
697
Matthew Hamilton Rosenberg
$7.14K
S
698
Sachetta
Massachusetts
$7.06K
EP
699
Essential Partners
California
$7K +$2.97K +40 +80%
CI
700
Clal Insurance
Israel
$7K -$891 -12 -12%