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 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
4.15K+ 0.73% |
$285K - $314K
|
571K
$41.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-14.4K- 7.56% |
$990K - $1.09M
|
177K
$12.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
60+ 6.9% |
$4.11K - $4.53K
|
930
$67.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
138+ 31.44% |
$9.46K - $10.4K
|
577
$42.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-154- 7.83% |
$10.6K - $11.6K
|
1.81K
$132K
|
|
|
Jul 11, 2025
Q2 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-5.34K- 21.99% |
$366K - $403K
|
18.9K
$1.38M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-795- 24.11% |
$54.5K - $60K
|
2.5K
$182K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
90+ 1.92% |
$6.17K - $6.8K
|
4.77K
$348K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
52+ 0.11% |
$3.57K - $3.93K
|
49.1K
$3.58M
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.84K+ 54.51% |
$126K - $139K
|
5.2K
$379K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.75K+ 30.13% |
$120K - $132K
|
7.57K
$552K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.09K+ 7.27% |
$144K - $158K
|
30.9K
$2.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-20- 16.67% |
$1.37K - $1.51K
|
100
$7.29K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.3K+ 5.97% |
$432K - $476K
|
112K
$8.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
196+ 3.71% |
$13.4K - $14.8K
|
5.48K
$399K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14+ 0.11% |
$960 - $1.06K
|
12.5K
$911K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
9.42K+ 7.76% |
$646K - $711K
|
131K
$9.54M
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
90+ 0.35% |
$6.17K - $6.8K
|
25.8K
$1.88M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
210+ 1.69% |
$14.4K - $15.9K
|
12.7K
$922K
|
|
|
Jul 10, 2025
Q2 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.63K+ 5.78% |
$249K - $274K
|
66.3K
$4.84M
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.51K+ 6.57% |
$309K - $340K
|
73.1K
$5.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.53% |
$1.17K - $1.28K
|
3.22K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-9.05K- 6.26% |
$621K - $684K
|
136K
$9.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
29+ 1.93% |
$1.99K - $2.19K
|
1.53K
$111K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 1.27% |
$10.3K - $11.3K
|
11.7K
$850K
|
|
|
Jul 09, 2025
Q2 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
600+ 4.22% |
$41.1K - $45.3K
|
14.8K
$1.08M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-266- 1.28% |
$18.2K - $20.1K
|
20.5K
$1.49M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 3.8% |
$2.61K - $2.87K
|
1.04K
$75.6K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-42- 1.19% |
$2.88K - $3.17K
|
3.48K
$253K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
198+ 5.49% |
$13.6K - $15K
|
3.8K
$277K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
5.66K+ 16.13% |
$388K - $427K
|
40.7K
$2.97M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 0.53% |
$1.3K - $1.43K
|
3.57K
$260K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19- 0.43% |
$1.3K - $1.43K
|
4.4K
$321K
|
|
| Q1 2025 | |||||||
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-9.37K- 20.41% |
$609K - $704K
|
36.5K
$2.66M
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.44K- 1.15% |
$93.8K - $108K
|
125K
$9.08M
|
|
|
Jun 09, 2025
Q1 2025
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-53.3K- 4.73% |
$3.46M - $4M
|
1.07M
$78.3M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
46+ 0.25% |
$2.99K - $3.46K
|
18.1K
$1.32M
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
9New |
$585 - $676
|
9
$656
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.76K+ 11495.83% |
$179K - $207K
|
2.78K
$203K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-1.33K- 81.36% |
$86.2K - $99.7K
|
304
$22.2K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.51K- 40.07% |
$98.3K - $114K
|
2.26K
$165K
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
274New |
$17.8K - $20.6K
|
274
$20K
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.57K- 3.92% |
$102K - $118K
|
38.4K
$2.8M
|
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
783K+ 29.84% |
$50.9M - $58.8M
|
3.41M
$248M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.11% |
$260 - $300
|
3.77K
$275K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.02K+ 17.15% |
$66K - $76.2K
|
6.93K
$505K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.2K- 10.31% |
$1.31M - $1.52M
|
176K
$12.8M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.23K+ 22.04% |
$79.7K - $92.1K
|
6.79K
$495K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5.28K- 7.41% |
$343K - $396K
|
65.9K
$4.8M
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
22+ 0.58% |
$1.43K - $1.65K
|
3.84K
$280K
|
|