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CMS Energy

797 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, 309 increasing their positions, 247 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

0.1% more ownership

Funds ownership: 96.52%96.61% (+0.1%)

0% less funds holding

Funds holding: 800797 (-3)

Holders
797
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
DWP
751
Destiny Wealth Partners
Florida
$1.94K
PWMG
752
Private Wealth Management Group
New Jersey
$1.86K
VWM
753
Vermillion Wealth Management
Minnesota
$1.63K
CFSG
754
Community Financial Services Group
Vermont
$1.56K
MAFA
755
MJT & Associates Financial Advisory
Minnesota
$1.55K
BWL
756
Bogart Wealth LLC
Virginia
$1.47K
IRC
757
Investors Research Corp
Georgia
$1.47K
SEP
758
Signature Equity Partners
Ohio
$1.4K
SFS
759
Sunrise Financial Services
Washington
$1.4K
CMA
760
Cedar Mountain Advisors
Oregon
$1.32K
CWP
761
Clark Wealth Partners
Illinois
$1.24K
AT
762
Arlington Trust
Alabama
$1.24K
PWA
763
Portus Wealth Advisors
North Carolina
$1.16K
1CP
764
1015 Capital Partners
Pennsylvania
$1.09K
GSWM
765
Golden State Wealth Management
California
$1.09K
T
766
Tidemark
California
$1.09K
WA
767
WPG Advisers
Maryland
$1.01K
WA
768
WestEnd Advisors
North Carolina
$1.01K
AF
769
Advisornet Financial
Minnesota
$1.01K
CAL
770
Capital Advisors Ltd
Ohio
$1K
VWA
771
Valued Wealth Advisors
Utah
$931
SIM
772
Synergy Investment Management
Florida
$931
STB
773
S&T Bank
Pennsylvania
$776
NL
774
NVWM LLC
Pennsylvania
$776
WWM
775
Wolff Wiese Magana
California
$776