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CMS Energy
CMS

Overview Fund Activity

733 hedge funds and large institutions have $20.4B invested in CMS Energy in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+8
Holders Change %
+1.1%
% of All Funds
9.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
91
Increased
285
Reduced
241
Closed
72
Calls
$59.5M
Puts
$12.7M
Net Calls
+$46.8M
Net Calls Change
-$14.9M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$380M
2
Victory Capital Management
Victory Capital Management
Texas
$357M
3
WHRC
W.H. Reaves & Co
New Jersey
$130M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$101M
5
UBS AM
UBS AM
Illinois
$320M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$483M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.44B
3
Amundi
Amundi
France
$100M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$20.2M
5
Goldman Sachs
Goldman Sachs
New York
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.7B +$48.7M +702,713 +2%
BlackRock
2
BlackRock
New York
$2.14B +$2.28M +32,860 +0.1%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.44B -$177M -2,555,725 -11%
State Street
4
State Street
Massachusetts
$1.21B +$53.8M +776,481 +5%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$647M -$20.6M -296,877 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$553M +$8.97M +130,059 +2%
Invesco
7
Invesco
Georgia
$496M +$9.9M +142,908 +2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$483M -$664M -9,584,062 -58%
Morgan Stanley
9
Morgan Stanley
New York
$431M +$37.6M +542,902 +10%
Wells Fargo
10
Wells Fargo
California
$411M -$20.1M -290,302 -5%
Deutsche Bank
11
Deutsche Bank
Germany
$410M +$77.4M +1,116,648 +23%
GQG Partners
12
GQG Partners
Florida
$380M +$375M +5,411,504 +6,715%
Victory Capital Management
13
Victory Capital Management
Texas
$357M +$319M +4,606,570 +847%
DZ Bank
14
DZ Bank
Germany
$336M +$5.79M +83,567 +2%
Ameriprise
15
Ameriprise
Minnesota
$330M -$11M -158,901 -3%
UBS AM
16
UBS AM
Illinois
$320M +$84.3M +1,216,394 +36%
Goldman Sachs
17
Goldman Sachs
New York
$278M -$32.9M -475,316 -11%
Norges Bank
18
Norges Bank
Norway
$239M +$239M +3,449,056 New
Bank of America
19
Bank of America
North Carolina
$229M +$12.1M +174,980 +6%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$225M +$65.5M +945,894 +41%
Fidelity International
21
Fidelity International
Bermuda
$205M +$1.01M +14,528 +0.5%
Legal & General Group
22
Legal & General Group
United Kingdom
$201M -$7.45M -107,587 -4%
Northern Trust
23
Northern Trust
Illinois
$199M -$10.2M -147,040 -5%
UBS Group
24
UBS Group
Switzerland
$161M +$40.2M +580,591 +33%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$151M -$7.49M -108,109 -5%
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