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CMS Energy

733 hedge funds and large institutions have $20.4B invested in CMS Energy in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 241 reducing their positions, and 72 closing their positions.

Holders
733
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.84%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
91
Increased
285
Reduced
241
Closed
72
Calls
$59.5M
Puts
$12.7M
Net Calls
+$46.8M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
701
Parkworth Wealth Management
California
$1.32K +$831 +12 +171%
SL
702
Salomon & Ludwin
Virginia
$1.25K
YP
703
YANKCOM Partnership
South Dakota
$1.25K +$1.25K +18 New
PCM
704
Penserra Capital Management
California
$1K -$544K -13,067 -100%
CAL
705
Capital Advisors Ltd
Ohio
$1K
NWM
706
Nova Wealth Management
Florida
$970
AGWCA
707
Annis Gardner Whiting Capital Advisors
Florida
$970
BI
708
Binnacle Investments
Iowa
$970 +$970 +14 New
PWA
709
Principia Wealth Advisory
Texas
$901 +$347 +5 +63%
VWA
710
Valued Wealth Advisors
Utah
$832
RWM
711
Rialto Wealth Management
New York
$832 +$347 +5 +71%
BHWM
712
Bay Harbor Wealth Management
Maryland
$831 +$346 +5 +71%
SO
713
Sierra Ocean
California
$696
NL
714
NVWM LLC
Pennsylvania
$693
AA
715
Ancora Advisors
Ohio
$693
WWM
716
Wolff Wiese Magana
California
$693
CFD
717
Creative Financial Designs
Indiana
$693
FMP
718
Financial Management Professionals
Texas
$693 +$347 +5 +100%
BWL
719
Bogart Wealth LLC
Virginia
$693 +$693 +10 New
OCM
720
Orion Capital Management
California
$624
HIA
721
HFM Investment Advisors
New Jersey
$624 +$277 +4 +80%
AWM
722
Activest Wealth Management
Florida
$624 +$624 +9 New
QWM
723
Quaker Wealth Management
New Jersey
$624 +$624 +9 New
ACA
724
American Capital Advisory
Idaho
$555 +$278 +4 +100%
STB
725
S&T Bank
Pennsylvania
$554 +$554 +8 New