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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
HWP
726
Highline Wealth Partners
California
$3.49K
CTC
727
Central Trust Company
Missouri
$3.34K
KG
728
Kilter Group
New York
$3.26K
NSIM
729
North Star Investment Management
Illinois
$3.26K
BHWM
730
Bay Harbor Wealth Management
Maryland
$3.1K
FC
731
Financial Consulate
Maryland
$3.03K
BWAM
732
Boyd Watterson Asset Management
Ohio
$3.03K
BH
733
Burk Holdings
Oklahoma
$3.03K
DPW
734
DiNuzzo Private Wealth
Pennsylvania
$2.87K
ANBT
735
American National Bank & Trust
Texas
$2.87K
TFA
736
Transamerica Financial Advisors
Florida
$2.87K
WAG
737
Wilkerson Advisory Group
Missouri
$2.87K
BA
738
Bard Associates
Illinois
$2.72K
EWP
739
Elevation Wealth Partners
California
$2.72K
SWM
740
SHP Wealth Management
Massachusetts
$2.69K
MSG
741
Main Street Group
Virginia
$2.64K
DF
742
Dunhill Financial
United Kingdom
$2.44K
KCM
743
Key Capital Management
Tennessee
$2.4K
MS
744
Monetary Solutions
Ohio
$2.33K
LWMI
745
Legacy Wealth Management (Idaho)
Idaho
$2.25K
KFG
746
Kingdom Financial Group
Arizona
$2.18K
LAS
747
Lloyd Advisory Services
Georgia
$2.18K
AGWCA
748
Annis Gardner Whiting Capital Advisors
Florida
$2.17K
HFS
749
Hughes Financial Services
Virginia
$2.02K
PCM
750
Penserra Capital Management
California
$2K