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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
NL
776
NVWM LLC
Pennsylvania
$776
WWM
777
Wolff Wiese Magana
California
$776
RS
778
Rakuten Securities
Japan
$776 +$742 +10 New
GIA
779
GHP Investment Advisors
Colorado
$699 +$668 +9 New
OCM
780
Orion Capital Management
California
$698
HIA
781
HFM Investment Advisors
New Jersey
$698 +$74 +1 +13%
TWM
782
TopTier Wealth Management
Wisconsin
$698 +$668 +9 New
ACA
783
American Capital Advisory
Idaho
$621
Kayne Anderson Rudnick Investment Management
784
Kayne Anderson Rudnick Investment Management
California
$621
QWM
785
Quaker Wealth Management
New Jersey
$621
SHIM
786
Stone House Investment Management
Pennsylvania
$543
SA
787
Seneschal Advisors
Washington
$466
AG
788
AmeriFlex Group
Nevada
$465
RJA
789
Ross\Johnson & Associates
Minnesota
$388 -$668 -9 -64%
NWS
790
Nvest Wealth Strategies
Ohio
$388 +$371 +5 New
RPA
791
Redwood Park Advisors
California
$311 -$74 -1 -20%
DCM
792
Davis Capital Management
Florida
$310 -$223 -3 -43%
GFA
793
Godfrey Financial Associates
New York
$310
DF
794
DecisionPoint Financial
Arizona
$233
CW
795
Curio Wealth
Maryland
$233 +$223 +3 New
TFM
796
TFC Financial Management
Massachusetts
$78
NF
797
Napier Financial
Massachusetts
$78 +$74 +1 New
AWM
798
Abound Wealth Management
Tennessee
$46
Norges Bank
799
Norges Bank
Norway
-$316M -4,519,622 Closed
FGP
800
Freestone Grove Partners
California
-$64.8M -926,977 Closed