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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
M1FG
851
Mach-1 Financial Group
Arkansas
-$224K -3,209 Closed
LIP
852
Lighthouse Investment Partners
Florida
-$224K -3,206 Closed
CPWA
853
Cerro Pacific Wealth Advisors
California
-$224K -3,203 Closed
AIM
854
Aigen Investment Management
New York
-$215K -3,068 Closed
DIA
855
Dana Investment Advisors
Wisconsin
-$214K -3,067 Closed
WANY
856
Wealthspire Advisors (New York)
New York
-$203K -2,899 Closed
FIA
857
Foundations Investment Advisors
Arizona
-$200K -2,865 Closed
JFG
858
Jefferies Financial Group
New York
-$117K -1,668 Closed
SIM
859
Sentry Investment Management
Wisconsin
-$53K -761 Closed
EW
860
Elyxium Wealth
California
-$29.1K -416 Closed
SA
861
Strategic Advocates
Utah
-$23.2K -329 Closed
UCB
862
United Community Bank
South Carolina
-$16.4K -235 Closed
GAFA
863
Garton & Associates Financial Advisors
Kentucky
-$10.1K -145 Closed
MAM
864
Meeder Asset Management
Ohio
-$10K -143 Closed
FHA
865
Flagship Harbor Advisors
Massachusetts
-$9.15K -130 Closed
NWM
866
Navigoe Wealth Management
California
-$7K -109 Closed
LSA
867
Leonteq Securities AG
Switzerland
-$7.55K -108 Closed
CCA
868
Cygnus Capital Advisors
Georgia
-$6 -92 Closed
CIAS
869
CBIZ Investment Advisory Services
Ohio
-$5.8K -83 Closed
HDIM
870
Hanson & Doremus Investment Management
Vermont
-$5K -75 Closed
TH
871
TCTC Holdings
Texas
-$5.11K -73 Closed
CTB
872
Country Trust Bank
Illinois
-$4.62K -66 Closed
CFB
873
Cullen/Frost Bankers
Texas
-$4.62K -66 Closed
HHMI
874
Howard Hughes Medical Institute
Maryland
-$4.54K -65 Closed
OSNBOA
875
Old Second National Bank of Aurora
Illinois
-$4.2K -60 Closed