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CMS Energy

797 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, 309 increasing their positions, 247 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

0.1% more ownership

Funds ownership: 96.52%96.61% (+0.1%)

0% less funds holding

Funds holding: 800797 (-3)

Holders
797
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
LWM
701
Lodestone Wealth Management
Washington
$6.75K
AF
702
Alerus Financial
North Dakota
$6.52K
BIA
703
Bell Investment Advisors
California
$6.44K
FG
704
Fairman Group
Pennsylvania
$6.05K
SS
705
Sunbelt Securities
Texas
$5.97K
CIM
706
Contravisory Investment Management
Massachusetts
$5.9K
CSB
707
City State Bank
Iowa
$5.9K
BCWM
708
Bartlett & Co Wealth Management
Ohio
$5.3K
IWM
709
IMG Wealth Management
Florida
$5.12K
WA
710
Whipplewood Advisors
Colorado
$5.12K
Group One Trading
711
Group One Trading
Illinois
$5.04K
HWM
712
HighMark Wealth Management
Minnesota
$4.89K
JSAM
713
J. Safra Asset Management
New York
$4.66K
SC
714
SouthState Corp
Florida
$4.5K
B
715
Birchbrook
Maine
$4.5K
CFG
716
Clayton Financial Group
Missouri
$4.11K
RWM
717
Rialto Wealth Management
New York
$4.11K
TCM
718
TD Capital Management
Tennessee
$4.06K
FMP
719
Financial Management Professionals
Texas
$4.03K
GEA
720
Glen Eagle Advisors
New Jersey
$4.01K
RWM
721
RMG Wealth Management
Wisconsin
$3.95K
SSG
722
Summit Securities Group
New York
$3.88K
BFS
723
Bare Financial Services
Pennsylvania
$3.88K
SS
724
SBI Securities
Japan
$3.8K
KFI
725
Key Financial Inc
Pennsylvania
$3.57K