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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
KFI
726
Key Financial Inc
Pennsylvania
$3.57K
HWP
727
Highline Wealth Partners
California
$3.49K +$74 +1 +2%
CTC
728
Central Trust Company
Missouri
$3.34K -$74 -1 -2%
KG
729
Kilter Group
New York
$3.26K
NSIM
730
North Star Investment Management
Illinois
$3.26K
BHWM
731
Bay Harbor Wealth Management
Maryland
$3.1K +$1.04K +14 +54%
FC
732
Financial Consulate
Maryland
$3.03K -$445 -6 -13%
BWAM
733
Boyd Watterson Asset Management
Ohio
$3.03K
BH
734
Burk Holdings
Oklahoma
$3.03K +$2.9K +39 New
DPW
735
DiNuzzo Private Wealth
Pennsylvania
$2.87K -$74 -1 -3%
ANBT
736
American National Bank & Trust
Texas
$2.87K -$2.75K -37 -50%
TFA
737
Transamerica Financial Advisors
Florida
$2.87K -$2.23K -30 -45%
WAG
738
Wilkerson Advisory Group
Missouri
$2.87K +$2.75K +37 New
BA
739
Bard Associates
Illinois
$2.72K +$2.6K +35 New
EWP
740
Elevation Wealth Partners
California
$2.72K +$2.6K +35 New
SWM
741
SHP Wealth Management
Massachusetts
$2.69K +$2.23K +30 +600%
MSG
742
Main Street Group
Virginia
$2.64K +$2.52K +34 New
DF
743
Dunhill Financial
United Kingdom
$2.44K +$297 +4 +15%
KCM
744
Key Capital Management
Tennessee
$2.4K +$1.85K +25 +417%
MS
745
Monetary Solutions
Ohio
$2.33K
LWMI
746
Legacy Wealth Management (Idaho)
Idaho
$2.25K
KFG
747
Kingdom Financial Group
Arizona
$2.18K -$3.19K -43 -61%
LAS
748
Lloyd Advisory Services
Georgia
$2.18K +$1.48K +20 +250%
AGWCA
749
Annis Gardner Whiting Capital Advisors
Florida
$2.17K +$1.48K +20 +250%
HFS
750
Hughes Financial Services
Virginia
$2.02K -$74 -1 -4%