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 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.4K+ 1.83% |
$91.2K - $105K
|
78.2K
$5.7M
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-483- 0.75% |
$31.4K - $36.3K
|
64.2K
$4.68M
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 3.76% |
$32.5K - $37.6K
|
13.8K
$1.01M
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$260 - $300
|
4
$292
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$2.86K - $3.3K
|
44
$3.21K
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
671+ 167.33% |
$43.6K - $50.4K
|
1.07K
$78.1K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-101- 2.33% |
$6.56K - $7.59K
|
4.23K
$308K
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-332- 44.5% |
$21.6K - $24.9K
|
414
$30.2K
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 1.59% |
$1.23K - $1.43K
|
1.21K
$88.5K
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.84KNew |
$185K - $213K
|
2.84K
$207K
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55+ 7.28% |
$3.57K - $4.13K
|
810
$59K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
962New |
$62.5K - $72.3K
|
962
$70.1K
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
231New |
$15K - $17.4K
|
231
$16.8K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-56.3K- 73.75% |
$3.66M - $4.23M
|
20K
$1.46M
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.73KNew |
$178K - $205K
|
2.73K
$199K
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-2- 0.63% |
$130 - $150
|
318
$23.2K
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 0.6% |
$65 - $75.1
|
168
$12.2K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.69K+ 7.96% |
$305K - $352K
|
63.6K
$4.64M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-11- 0.01% |
$715 - $826
|
118K
$8.62M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
55New |
$3.57K - $4.13K
|
55
$4.01K
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
37+ 0.83% |
$2.4K - $2.78K
|
4.5K
$328K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.1KNew |
$201K - $233K
|
3.1K
$226K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-683- 1.27% |
$44.4K - $51.3K
|
53.1K
$3.87M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-100- 2.11% |
$6.5K - $7.51K
|
4.65K
$339K
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5.9K- 22.6% |
$384K - $443K
|
20.2K
$1.47M
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
7New |
$455 - $526
|
7
$510
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
8.22K+ 40.81% |
$534K - $617K
|
28.4K
$2.07M
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 2.07% |
$6.5K - $7.51K
|
4.73K
$345K
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-251- 22.99% |
$16.3K - $18.9K
|
841
$61.3K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
30+ 29.41% |
$1.95K - $2.25K
|
132
$9.62K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31+ 1.93% |
$2.01K - $2.33K
|
1.63K
$119K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-37.2K- 15.97% |
$2.41M - $2.79M
|
195K
$14.2M
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16+ 2.69% |
$1.04K - $1.2K
|
610
$44.5K
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
90+ 7.42% |
$5.85K - $6.76K
|
1.3K
$95K
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.67K+ 781.69% |
$108K - $125K
|
1.88K
$137K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
80.8K+ 1.68% |
$5.31M - $5.81M
|
4.89M
$356M
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
58New |
$3.81K - $4.17K
|
58
$4.23K
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.69K- 5.73% |
$111K - $122K
|
27.8K
$2.03M
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-46.5K- 6.83% |
$3.06M - $3.34M
|
634K
$46.2M
|
|
May 28, 2025
Q4 2024
|
Strs Ohio
|
BUY
|
- |
31.2K+ 5.73% |
$2.05M - $2.24M
|
575K
$41.9M
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$526 - $576
|
8
$583
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$132 - $144
|
2
$146
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18+ 58.06% |
$1.18K - $1.29K
|
49
$3.57K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 0.06% |
$132 - $144
|
3.48K
$253K
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.36KNew |
$287K - $314K
|
4.36K
$318K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
34.9K+ 2.22% |
$2.29M - $2.51M
|
1.61M
$117M
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
32.8K+ 156.45% |
$2.16M - $2.36M
|
53.7K
$3.92M
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-400- 21.05% |
$26.3K - $28.8K
|
1.5K
$109K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-393- 7.98% |
$25.8K - $28.3K
|
4.53K
$330K
|