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 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.29K- 17.89% |
$83.8K - $96.8K
|
5.92K
$435K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
16+ 0.37% |
$1.04K - $1.2K
|
4.31K
$317K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 25.74% |
$74K - $85.5K
|
5.56K
$409K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
46.5K+ 7.33% |
$3.02M - $3.49M
|
681K
$50.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
83+ 0.59% |
$5.39K - $6.23K
|
14.2K
$1.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1- 0.25% |
$65 - $75.1
|
407
$29.9K
|
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-37.2K- 15.97% |
$2.41M - $2.79M
|
195K
$14.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
597+ 20.2% |
$38.8K - $44.8K
|
3.55K
$261K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
16+ 2.69% |
$1.04K - $1.2K
|
610
$44.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-98- 0.78% |
$6.37K - $7.36K
|
12.4K
$915K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
90+ 7.42% |
$5.85K - $6.76K
|
1.3K
$95.8K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.67K+ 781.69% |
$108K - $125K
|
1.88K
$138K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 3.4% |
$8.25K - $9.54K
|
3.61K
$265K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
19+ 0.43% |
$1.23K - $1.43K
|
4.42K
$325K
|
|
| Q4 2024 | |||||||
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
8New |
$526 - $576
|
8
$588
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
149K+ 8341.53% |
$9.81M - $10.7M
|
151K
$11.1M
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
1.45K+ 811.17% |
$95.5K - $104K
|
1.63K
$120K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2New |
$132 - $144
|
2
$147
|
|
|
Mar 04, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-819- 20.23% |
$53.9K - $58.9K
|
3.23K
$237K
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Mar 03, 2025
Q4 2024
|
Cim, LLC
|
BUY
|
- |
346+ 1.95% |
$22.8K - $24.9K
|
18.1K
$1.33M
|
|
|
Feb 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
361KNew |
$23.7M - $26M
|
361K
$26.5M
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
4.83KNew |
$318K - $347K
|
4.83K
$355K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
16New |
$1.05K - $1.15K
|
16
$1.18K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18+ 58.06% |
$1.18K - $1.29K
|
49
$3.6K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2+ 0.06% |
$132 - $144
|
3.48K
$256K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.36KNew |
$287K - $314K
|
4.36K
$321K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-348- 9.87% |
$22.9K - $25K
|
3.18K
$234K
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-1.04K- 0.64% |
$68.2K - $74.6K
|
160K
$11.8M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
161New |
$10.6K - $11.6K
|
161
$11.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
30.3KNew |
$1.99M - $2.18M
|
30.3K
$2.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
98.7K+ 7.49% |
$6.49M - $7.1M
|
1.42M
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
25.4K+ 48.65% |
$1.67M - $1.83M
|
77.6K
$5.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
32.6K+ 69.27% |
$2.14M - $2.35M
|
79.7K
$5.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
34.9K+ 2.22% |
$2.29M - $2.51M
|
1.61M
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
11.2K+ 13.17% |
$736K - $805K
|
96.2K
$7.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
40K+ 52.28% |
$2.63M - $2.87M
|
116K
$8.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.63K+ 27.55% |
$370K - $405K
|
26.1K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
32.8K+ 156.45% |
$2.16M - $2.36M
|
53.7K
$3.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
BUY
|
- |
21.8K+ 9.59% |
$1.43M - $1.57M
|
249K
$18.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-400- 21.05% |
$26.3K - $28.8K
|
1.5K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
32.7K+ 42.05% |
$2.15M - $2.35M
|
111K
$8.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-8.36K- 54.52% |
$550K - $601K
|
6.97K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-37.1K- 5.52% |
$2.44M - $2.67M
|
635K
$46.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-884- 2.57% |
$58.1K - $63.6K
|
33.5K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
516+ 11.04% |
$33.9K - $37.1K
|
5.19K
$382K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.1K+ 24.68% |
$2.24M - $2.45M
|
172K
$12.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.41K- 3.55% |
$92.7K - $101K
|
38.3K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-141K- 0.86% |
$9.25M - $10.1M
|
16.2M
$1.19B
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
38.2K+ 1036.17% |
$2.51M - $2.75M
|
41.9K
$3.08M
|
|