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