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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-35- 3.22% |
$2.27K - $2.63K
|
1.05K
$76.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
79+ 58.09% |
$5.13K - $5.93K
|
215
$15.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
113+ 25.28% |
$7.34K - $8.49K
|
560
$40.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 13.23% |
$7.35M - $8.49M
|
968K
$70.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.3K+ 1578.33% |
$800K - $925K
|
13.1K
$954K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-202- 6.67% |
$13.1K - $15.2K
|
2.83K
$206K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-215- 89.21% |
$14K - $16.1K
|
26
$1.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.83K+ 12.04% |
$184K - $213K
|
26.4K
$1.92M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-13.3K- 5.67% |
$866K - $1M
|
222K
$16.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3New |
$195 - $225
|
3
$219
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4New |
$260 - $300
|
4
$292
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
185+ 14.44% |
$12K - $13.9K
|
1.47K
$107K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
123+ 23.93% |
$7.99K - $9.24K
|
637
$46.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-90.1K- 44.82% |
$5.85M - $6.77M
|
111K
$8.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.08% |
$1.3K - $1.5K
|
25.6K
$1.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.42K- 0.34% |
$92K - $106K
|
409K
$29.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
738+ 22.96% |
$48K - $55.4K
|
3.95K
$288K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.7KNew |
$176K - $203K
|
2.7K
$197K
|
|
|
Apr 28, 2025
Q1 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-31.1K- 3.84% |
$2.02M - $2.34M
|
781K
$56.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-3- 1.86% |
$195 - $225
|
158
$11.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-25.7K- 3.4% |
$1.67M - $1.93M
|
729K
$53.2M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-20.2K- 8.0% |
$1.31M - $1.52M
|
232K
$16.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
971+ 1.69% |
$63.1K - $72.9K
|
58.4K
$4.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1- 1.15% |
$65 - $75.1
|
86
$6.27K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
32New |
$2.08K - $2.4K
|
32
$2.33K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-725- 5.53% |
$47.1K - $54.5K
|
12.4K
$903K
|
|
|
Apr 25, 2025
Q1 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
86.2K+ 45.16% |
$5.6M - $6.47M
|
277K
$20.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
35.4K+ 26.92% |
$2.3M - $2.66M
|
167K
$12.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Artemis Investment Management LLP
|
BUY
|
- |
30.3K+ 13.47% |
$1.97M - $2.28M
|
255K
$18.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
356+ 2.86% |
$23.1K - $26.7K
|
12.8K
$934K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
117K+ 37.5% |
$7.62M - $8.81M
|
430K
$31.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.7KNew |
$175K - $203K
|
2.7K
$197K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
8.88K+ 4.77% |
$577K - $667K
|
195K
$14.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-83- 0.05% |
$5.39K - $6.23K
|
157K
$11.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2KNew |
$130K - $150K
|
2K
$146K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
154+ 6.43% |
$10K - $11.6K
|
2.55K
$186K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-31.2K- 57.57% |
$2.03M - $2.35M
|
23K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
26+ 260.0% |
$1.69K - $1.95K
|
36
$2.62K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8+ 0.08% |
$520 - $601
|
10.4K
$759K
|
|
|
Apr 22, 2025
Q1 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
10KNew |
$650K - $751K
|
10K
$729K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-16.8K- 17.55% |
$1.09M - $1.26M
|
78.9K
$5.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-210- 1.02% |
$13.6K - $15.8K
|
20.3K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-766- 8.13% |
$49.8K - $57.5K
|
8.65K
$631K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-7- 5.47% |
$455 - $526
|
121
$8.82K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.08K+ 7.98% |
$135K - $156K
|
28.1K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.3KNew |
$84.5K - $97.6K
|
1.3K
$94.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
499+ 14.37% |
$32.4K - $37.5K
|
3.97K
$289K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.98KNew |
$194K - $224K
|
2.98K
$217K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 8.0% |
$390 - $451
|
69
$5.03K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.38K+ 49.24% |
$155K - $179K
|
7.21K
$525K
|