CMS Energy
821 hedge funds and large institutions have $24.2B invested in CMS Energy in 2026 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 337 increasing their positions, 241 reducing their positions, and 81 closing their positions.
1,738% more call options, than puts
Call options by funds: $40.4M | Put options by funds: $2.2M
40% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 241
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 81
5.46% more ownership
Funds ownership: 96.62% → 102.09% (+5.5%)
2% more funds holding
Funds holding: 802 → 821 (+19)
5% more capital invested
Capital invested by funds: $23.1B → $24.2B (+$1.07B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$412M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$397M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$115M |
| 4 |
Raymond James Financial
St Petersburg,
Florida
|
+$99.9M |
| 5 |
Cohen & Steers
New York
|
+$98.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$68M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$65.5M |
| 3 |
Barclays
London,
United Kingdom
|
-$61.4M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$55.3M |
| 5 |
Morgan Stanley
New York
|
-$48.2M |
CMS Hedge Fund Activity: Q2 2026 in Review
821 of the 8,348 institutional investors tracked by Wall St. Rank reported a position in CMS Energy (CMS) for Q2 2026, worth a combined $24.2B — up 4.6% from $23.1B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new CMS positions and 81 closed out — a net gain of 25 holders — while 337 added to existing stakes and 241 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $412M. The largest seller was T. Rowe Price Associates, cutting an estimated $68M.
- 821 institutional investors held CMS Energy (CMS) as of Q2 2026, up from 802 in Q1 2026.
- Funds reported $24.2B of CMS Energy stock for Q2 2026, up 4.6% quarter-over-quarter.
- 106 funds opened new CMS Energy positions in Q2 2026 and 81 closed out, a net change of +25 holders.
- The largest CMS Energy buyer in Q2 2026 was Wellington Management Group, an estimated $412M added.
- The largest CMS Energy seller in Q2 2026 was T. Rowe Price Associates, an estimated $68M sold.
Based on aggregated 13F filings for Q2 2026.