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CMS Energy

799 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, 310 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)

26% more repeat investments, than reductions

Existing positions increased: 310 | 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%96.62% (+0.1%)

0% less funds holding

Funds holding: 801799 (-2)

Holders
799
Holders Change
-2
Holders Change %
-0.25%
% of All Funds
9.84%
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
310
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
HFS
751
Hughes Financial Services
Virginia
$2.02K -$74 -1 -4%
PCM
752
Penserra Capital Management
California
$2K
DWP
753
Destiny Wealth Partners
Florida
$1.94K +$1.85K +25 New
PWMG
754
Private Wealth Management Group
New Jersey
$1.86K -$74 -1 -4%
VWM
755
Vermillion Wealth Management
Minnesota
$1.63K +$1.56K +21 New
CFSG
756
Community Financial Services Group
Vermont
$1.56K +$1.48K +20 New
MAFA
757
MJT & Associates Financial Advisory
Minnesota
$1.55K
BWL
758
Bogart Wealth LLC
Virginia
$1.47K +$891 +12 +171%
IRC
759
Investors Research Corp
Georgia
$1.47K +$1.41K +19 New
SEP
760
Signature Equity Partners
Ohio
$1.4K
SFS
761
Sunrise Financial Services
Washington
$1.4K
CMA
762
Cedar Mountain Advisors
Oregon
$1.32K
CWP
763
Clark Wealth Partners
Illinois
$1.24K +$891 +12 +300%
AT
764
Arlington Trust
Alabama
$1.24K +$1.19K +16 New
PWA
765
Portus Wealth Advisors
North Carolina
$1.16K +$1.11K +15 New
1CP
766
1015 Capital Partners
Pennsylvania
$1.09K
GSWM
767
Golden State Wealth Management
California
$1.09K
T
768
Tidemark
California
$1.09K +$1.04K +14 New
WA
769
WPG Advisers
Maryland
$1.01K -$30.1K -405 -97%
WA
770
WestEnd Advisors
North Carolina
$1.01K
AF
771
Advisornet Financial
Minnesota
$1.01K +$445 +6 +86%
CAL
772
Capital Advisors Ltd
Ohio
$1K
VWA
773
Valued Wealth Advisors
Utah
$931
SIM
774
Synergy Investment Management
Florida
$931 +$891 +12 New
STB
775
S&T Bank
Pennsylvania
$776 -$4.16K -56 -85%