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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
IRC
751
Investors Research Corp
Georgia
$1.47K
SEP
752
Signature Equity Partners
Ohio
$1.4K
SFS
753
Sunrise Financial Services
Washington
$1.4K
CMA
754
Cedar Mountain Advisors
Oregon
$1.32K
CWP
755
Clark Wealth Partners
Illinois
$1.24K
AT
756
Arlington Trust
Alabama
$1.24K
PWA
757
Portus Wealth Advisors
North Carolina
$1.16K
1CP
758
1015 Capital Partners
Pennsylvania
$1.09K
GSWM
759
Golden State Wealth Management
California
$1.09K
T
760
Tidemark
California
$1.09K
WA
761
WPG Advisers
Maryland
$1.01K
WA
762
WestEnd Advisors
North Carolina
$1.01K
AF
763
Advisornet Financial
Minnesota
$1.01K
CAL
764
Capital Advisors Ltd
Ohio
$1K
VWA
765
Valued Wealth Advisors
Utah
$931
SIM
766
Synergy Investment Management
Florida
$931
STB
767
S&T Bank
Pennsylvania
$776
NL
768
NVWM LLC
Pennsylvania
$776
WWM
769
Wolff Wiese Magana
California
$776
RS
770
Rakuten Securities
Japan
$776
GIA
771
GHP Investment Advisors
Colorado
$699
OCM
772
Orion Capital Management
California
$698
HIA
773
HFM Investment Advisors
New Jersey
$698
TWM
774
TopTier Wealth Management
Wisconsin
$698
QWM
775
Quaker Wealth Management
New Jersey
$621