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 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-841- 3.01% |
$57.7K - $63.5K
|
27.1K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.65K- 4.76% |
$113K - $124K
|
32.9K
$2.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
4.02KNew |
$275K - $303K
|
4.02K
$295K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-495- 4.28% |
$33.9K - $37.4K
|
11.1K
$815K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-528- 5.62% |
$36.2K - $39.9K
|
8.87K
$653K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
801+ 16.7% |
$54.9K - $60.5K
|
5.6K
$412K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 8.57% |
$206 - $227
|
38
$2.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-265- 1.46% |
$18.2K - $20K
|
17.9K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100+ 24.21% |
$6.86K - $7.55K
|
513
$37.7K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.46K- 4.16% |
$99.8K - $110K
|
33.6K
$2.47M
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.05KNew |
$209K - $230K
|
3.05K
$224K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
130+ 2.49% |
$8.91K - $9.82K
|
5.35K
$393K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
71+ 94.67% |
$4.87K - $5.36K
|
146
$10.7K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
653+ 0.81% |
$44.8K - $49.3K
|
81.3K
$5.98M
|
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
670+ 15.96% |
$45.9K - $50.6K
|
4.87K
$358K
|
|
|
Jul 15, 2025
Q2 2025
|
Covea Finance
|
BUY
|
- |
62.7K+ 36.13% |
$4.3M - $4.73M
|
236K
$17.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 3.25% |
$686 - $755
|
298
$21.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.52K+ 4.17% |
$104K - $114K
|
37.8K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-30- 46.88% |
$2.06K - $2.27K
|
34
$2.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-42- 4.59% |
$2.88K - $3.17K
|
873
$64.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-17- 0.29% |
$1.17K - $1.28K
|
5.85K
$431K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
3.29KNew |
$226K - $248K
|
3.29K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 100.0% |
$343 - $378
|
10
$736
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
242+ 3.84% |
$16.6K - $18.3K
|
6.54K
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.83% |
$2.4K - $2.64K
|
4.23K
$311K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-6.34K- 3.32% |
$435K - $479K
|
185K
$13.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.16K+ 53.59% |
$285K - $314K
|
11.9K
$877K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35+ 3.22% |
$2.4K - $2.64K
|
1.12K
$82.6K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 98.28% |
$27.4K - $30.2K
|
7
$515
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.16K+ 14.4% |
$79.7K - $87.8K
|
9.24K
$680K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
561+ 4.16% |
$38.5K - $42.4K
|
14.1K
$1.03M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.1KNew |
$213K - $234K
|
3.1K
$228K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 35.46% |
$3.43K - $3.78K
|
191
$14.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-114K- 5.3% |
$7.83M - $8.63M
|
2.04M
$150M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-927- 15.84% |
$63.6K - $70K
|
4.92K
$362K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
2+ 0.06% |
$137 - $151
|
3.46K
$255K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
4.15K+ 0.73% |
$285K - $314K
|
571K
$42M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-14.4K- 7.56% |
$990K - $1.09M
|
177K
$13M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
60+ 6.9% |
$4.11K - $4.53K
|
930
$68.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
138+ 31.44% |
$9.46K - $10.4K
|
577
$42.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-154- 7.83% |
$10.6K - $11.6K
|
1.81K
$133K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.34K- 21.99% |
$366K - $403K
|
18.9K
$1.39M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-795- 24.11% |
$54.5K - $60K
|
2.5K
$184K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
90+ 1.92% |
$6.17K - $6.8K
|
4.77K
$351K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
52+ 0.11% |
$3.57K - $3.93K
|
49.1K
$3.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.84K+ 54.51% |
$126K - $139K
|
5.2K
$383K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.75K+ 30.13% |
$120K - $132K
|
7.57K
$557K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.09K+ 7.27% |
$144K - $158K
|
30.9K
$2.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-20- 16.67% |
$1.37K - $1.51K
|
100
$7.36K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.3K+ 5.97% |
$432K - $476K
|
112K
$8.23M
|