Latest Institutional Transactions on Cms Energy Corp (CMS)
This table provides information on the latest institutional transactions involving Cms Energy Corp (CMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
26+ 0.78% |
$1.78K - $1.96K
|
3.35K
$244K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42- 0.83% |
$2.88K - $3.17K
|
5.02K
$366K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.17KNew |
$423K - $466K
|
6.17K
$449K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
53New |
$3.63K - $4K
|
53
$3.86K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-759Closed |
$52K - $57.3K
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
6.42K+ 36.12% |
$440K - $485K
|
24.2K
$1.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.52K+ 20.15% |
$104K - $115K
|
9.05K
$660K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-95- 32.2% |
$6.51K - $7.17K
|
200
$14.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Abrdn PLC
|
SELL
|
- |
-69.3K- 7.56% |
$4.75M - $5.23M
|
847K
$61.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
14.1KNew |
$964K - $1.06M
|
14.1K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
231+ 3.87% |
$15.8K - $17.4K
|
6.2K
$452K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 8.0% |
$823 - $906
|
138
$10.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
2.13K+ 6.99% |
$146K - $161K
|
32.6K
$2.37M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
4.61KNew |
$316K - $348K
|
4.61K
$336K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-105- 1.51% |
$7.2K - $7.93K
|
6.87K
$501K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-200- 68.73% |
$13.7K - $15.1K
|
91
$6.63K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.86% |
$20.6K - $22.7K
|
15.8K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-788- 16.9% |
$54K - $59.5K
|
3.87K
$282K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.84K- 2.53% |
$401K - $441K
|
225K
$16.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
280K+ 45.26% |
$19.2M - $21.2M
|
900K
$65.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 80.0% |
$274 - $302
|
9
$656
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.67KNew |
$252K - $277K
|
3.67K
$268K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 71.43% |
$343 - $378
|
12
$875
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 0.08% |
$274 - $302
|
5.08K
$370K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
23New |
$1.58K - $1.74K
|
23
$1.68K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-265- 5.88% |
$18.2K - $20K
|
4.24K
$309K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.81KNew |
$261K - $288K
|
3.81K
$278K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
503+ 0.57% |
$34.5K - $38K
|
88.5K
$6.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.08K+ 8.25% |
$211K - $233K
|
40.5K
$2.95M
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.38K- 22.15% |
$163K - $180K
|
8.36K
$609K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.37K+ 1.17% |
$93.7K - $103K
|
118K
$8.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 2.66% |
$1.65K - $1.81K
|
926
$67.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.8K+ 2.95% |
$329K - $362K
|
167K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
420+ 3.8% |
$28.8K - $31.7K
|
11.5K
$836K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.17K+ 23.4% |
$80.4K - $88.5K
|
6.18K
$450K
|
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-16.4K- 2.96% |
$1.12M - $1.24M
|
538K
$39.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
2.97KNew |
$204K - $224K
|
2.97K
$217K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-12.2K- 95.19% |
$835K - $920K
|
616
$44.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
24New |
$1.65K - $1.81K
|
24
$1.75K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-16- 13.68% |
$1.1K - $1.21K
|
101
$7.36K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.61K+ 36.47% |
$110K - $122K
|
6.03K
$439K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-43.5K- 2.47% |
$2.98M - $3.28M
|
1.71M
$125M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
300+ 127.66% |
$20.6K - $22.7K
|
535
$39K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-53- 24.31% |
$3.63K - $4K
|
165
$12K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
13.2KNew |
$906K - $998K
|
13.2K
$963K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-8.13K- 54.27% |
$557K - $614K
|
6.85K
$499K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
28+ 16.57% |
$1.92K - $2.11K
|
197
$14.4K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 13.51% |
$1.03K - $1.13K
|
126
$9.18K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
555+ 7.6% |
$38.1K - $41.9K
|
7.86K
$573K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
119+ 3.91% |
$8.16K - $8.99K
|
3.17K
$231K
|