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CMS Energy
CMS

Overview Fund Activity

725 hedge funds and large institutions have $21.3B invested in CMS Energy in 2025 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 288 increasing their positions, 235 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
725
Holders Change
+18
Holders Change %
+2.55%
% of All Funds
9.85%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
95
Increased
288
Reduced
235
Closed
62
Calls
$62.5M
Puts
$796K
Net Calls
+$61.7M
Net Calls Change
+$12.7M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.24B
2
Invesco
Invesco
Georgia
$527M
3
Citadel Advisors
Citadel Advisors
Florida
$106M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$173M
5
UBS AM
UBS AM
Illinois
$256M

Top Sellers

1
ECM
ExodusPoint Capital Management
New York
$0
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.76B
3
MAM
Magellan Asset Management
Australia
$15.1M
4
ZP
Zimmer Partners
New York
$0
5
WHRC
W.H. Reaves & Co
New Jersey
$27.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
751
Qsemble Capital Management
New York
– -$271K -4,062 Closed
TPI
752
Trust Point Inc
Wisconsin
– -$245K -3,682 Closed
MIM
753
Morningstar Investment Management
Illinois
– -$242K -3,627 Closed
DTL
754
Dynamic Technology Lab
Singapore
– -$232K -3,474 Closed
GCP
755
GSA Capital Partners
United Kingdom
– -$211K -3,167 Closed
TIAA Trust, National Association
756
TIAA Trust, National Association
North Carolina
– -$201K -3,010 Closed
VWM
757
Venturi Wealth Management
Texas
– -$178K -2,670 Closed
MIF
758
Mediolanum International Funds
Ireland
– -$176K -2,648 Closed
VEA
759
Virtus ETF Advisers
New York
– -$169K -2,532 Closed
CJ
760
Caitlin John
Michigan
– -$97.8K -1,468 Closed
CFGS
761
Concourse Financial Group Securities
Alabama
– -$63.8K -958 Closed
MB
762
Mizuho Bank
Japan
– -$60.7K -910 Closed
Optiver Holding
763
Optiver Holding
Netherlands
– -$54.2K -813 Closed
BHWM
764
Beaird Harris Wealth Management
Texas
– -$25.8K -387 Closed
BC
765
Bayforest Capital
United Kingdom
– -$23.5K -353 Closed
AS
766
Altshuler Shaham
Israel
– -$21.3K -320 Closed
EC
767
Elequin Capital
New York
– -$13.9K -208 Closed
TCG
768
Transcendent Capital Group
Oklahoma
– -$13.3K -200 Closed
MAM
769
Meeder Asset Management
Ohio
– -$12K -180 Closed
FIA
770
FPC Investment Advisory
California
– -$9.31K -141 Closed
VWWMG
771
Vermillion & White Wealth Management Group
Pennsylvania
– -$5.2K -78 Closed
CMBA
772
C.M. Bidwell & Associates
Hawaii
– -$4.6K -69 Closed
MSWM
773
Mowery & Schoenfeld Wealth Management
Illinois
– -$3.2K -48 Closed
EBA
774
Eagle Bay Advisors
New York
– -$3.17K -48 Closed
MEG
775
Millstone Evans Group
Colorado
– -$2.8K -42 Closed
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