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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
LWM
701
Lodestone Wealth Management
Washington
$6.75K
AF
702
Alerus Financial
North Dakota
$6.52K
BIA
703
Bell Investment Advisors
California
$6.44K +$965 +13 +19%
RF
704
Robinswood Financial
Washington
$6.3K +$6.01K +81 New
FG
705
Fairman Group
Pennsylvania
$6.05K
SS
706
Sunbelt Securities
Texas
$5.97K
CIM
707
Contravisory Investment Management
Massachusetts
$5.9K -$8.62M -116,177 -100%
CSB
708
City State Bank
Iowa
$5.9K
BCWM
709
Bartlett & Co Wealth Management
Ohio
$5.3K +$2.75K +37 +112%
IWM
710
IMG Wealth Management
Florida
$5.12K +$1.78K +24 +57%
WA
711
Whipplewood Advisors
Colorado
$5.12K +$4.08K +55 +500%
Group One Trading
712
Group One Trading
Illinois
$5.04K +$4.82K +65 New
HWM
713
HighMark Wealth Management
Minnesota
$4.89K +$2K +27 +75%
JSAM
714
J. Safra Asset Management
New York
$4.66K
SC
715
SouthState Corp
Florida
$4.5K -$3.27K -44 -43%
B
716
Birchbrook
Maine
$4.5K
CFG
717
Clayton Financial Group
Missouri
$4.11K
RWM
718
Rialto Wealth Management
New York
$4.11K +$1.34K +18 +51%
TCM
719
TD Capital Management
Tennessee
$4.06K
FMP
720
Financial Management Professionals
Texas
$4.03K +$2.9K +39 +300%
GEA
721
Glen Eagle Advisors
New Jersey
$4.01K +$74 +1 +2%
RWM
722
RMG Wealth Management
Wisconsin
$3.95K +$4.01K +54 New
SSG
723
Summit Securities Group
New York
$3.88K -$29.9K -403 -89%
BFS
724
Bare Financial Services
Pennsylvania
$3.88K +$148 +2 +4%
SS
725
SBI Securities
Japan
$3.8K -$74 -1 -2%