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CMS Energy

791 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, 306 increasing their positions, 246 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

0.07% more ownership

Funds ownership: 96.51%96.58% (+0.07%)

1% less funds holding

Funds holding: 797791 (-6)

Holders
791
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
BWAM
726
Boyd Watterson Asset Management
Ohio
$3.03K
BH
727
Burk Holdings
Oklahoma
$3.03K
DPW
728
DiNuzzo Private Wealth
Pennsylvania
$2.87K
ANBT
729
American National Bank & Trust
Texas
$2.87K
TFA
730
Transamerica Financial Advisors
Florida
$2.87K
WAG
731
Wilkerson Advisory Group
Missouri
$2.87K
EWP
732
Elevation Wealth Partners
California
$2.72K
BA
733
Bard Associates
Illinois
$2.72K
SWM
734
SHP Wealth Management
Massachusetts
$2.69K
MSG
735
Main Street Group
Virginia
$2.64K
DF
736
Dunhill Financial
United Kingdom
$2.44K
KCM
737
Key Capital Management
Tennessee
$2.4K
MS
738
Monetary Solutions
Ohio
$2.33K
LWMI
739
Legacy Wealth Management (Idaho)
Idaho
$2.25K
KFG
740
Kingdom Financial Group
Arizona
$2.18K
LAS
741
Lloyd Advisory Services
Georgia
$2.18K
AGWCA
742
Annis Gardner Whiting Capital Advisors
Florida
$2.17K
HFS
743
Hughes Financial Services
Virginia
$2.02K
PCM
744
Penserra Capital Management
California
$2K
DWP
745
Destiny Wealth Partners
Florida
$1.94K
PWMG
746
Private Wealth Management Group
New Jersey
$1.86K
VWM
747
Vermillion Wealth Management
Minnesota
$1.63K
CFSG
748
Community Financial Services Group
Vermont
$1.56K
MAFA
749
MJT & Associates Financial Advisory
Minnesota
$1.55K
BWL
750
Bogart Wealth LLC
Virginia
$1.47K