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CMS Energy

800 hedge funds and large institutions have $20.5B invested in CMS Energy in 2025 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 291 increasing their positions, 267 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.14% less ownership

Funds ownership: 96.66%96.52% (-0.14%)

3% less capital invested

Capital invested by funds: $21.2B → $20.5B (-$650M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
800
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$59.9M
Puts
$35.7M
Net Calls
Net Calls Change

Top Sellers

1 -$183M
2 -$162M
3 -$121M
4
Barclays
Barclays
United Kingdom
-$113M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
726
SBI Securities
Japan
$3.5K
BFS
727
Bare Financial Services
Pennsylvania
$3.36K
KFI
728
Key Financial Inc
Pennsylvania
$3.22K
FC
729
Financial Consulate
Maryland
$3.15K
HWP
730
Highline Wealth Partners
California
$3.08K
CTC
731
Central Trust Company
Missouri
$3.07K
KG
732
Kilter Group
New York
$2.94K
NSIM
733
North Star Investment Management
Illinois
$2.94K
IWM
734
IMG Wealth Management
Florida
$2.94K
BWAM
735
Boyd Watterson Asset Management
Ohio
$2.73K
DPW
736
DiNuzzo Private Wealth
Pennsylvania
$2.66K
RF
737
Rossby Financial
Florida
$2.66K
HWM
738
HighMark Wealth Management
Minnesota
$2.52K
RWM
739
Rialto Wealth Management
New York
$2.45K
ADL
740
Asset Dedication LLC
California
$2.38K
BCWM
741
Bartlett & Co Wealth Management
Ohio
$2.31K
CIA
742
Cape Investment Advisory
Georgia
$2.24K
MS
743
Monetary Solutions
Ohio
$2.1K
LWMI
744
Legacy Wealth Management (Idaho)
Idaho
$2.03K
OAJ
745
Ogorek Anthony Joseph
New York
$2K
PWA
746
Principia Wealth Advisory
Texas
$1.96K
DF
747
Dunhill Financial
United Kingdom
$1.92K
HFS
748
Hughes Financial Services
Virginia
$1.89K
BHWM
749
Bay Harbor Wealth Management
Maryland
$1.82K
PWMG
750
Private Wealth Management Group
New Jersey
$1.75K