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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
886K+ 67.67% |
$61.4M - $66.1M
|
2.19M
$162M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.42K- 10.08% |
$168K - $181K
|
21.6K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-650- 16.46% |
$45.1K - $48.5K
|
3.3K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.35K- 3.13% |
$93.7K - $101K
|
41.9K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 1.01% |
$2.5K - $2.69K
|
3.61K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.99K+ 2.19% |
$485K - $522K
|
327K
$24.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.1K- 6.89% |
$842K - $906K
|
164K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
13KNew |
$902K - $971K
|
13K
$962K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.88K- 28.67% |
$199K - $215K
|
7.15K
$529K
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-131K- 30.19% |
$9.06M - $9.75M
|
302K
$22.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
18.3K+ 2.14% |
$1.27M - $1.37M
|
876K
$64.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
CALL |
10.6KNew |
$735K - $792K
|
10.6K
$784K
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.2K- 4.11% |
$222K - $239K
|
74.7K
$5.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
233+ 7766.67% |
$16.2K - $17.4K
|
236
$17.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-437- 11.48% |
$30.3K - $32.6K
|
3.37K
$249K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
221+ 0.7% |
$15.3K - $16.5K
|
31.8K
$2.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.15K+ 36.07% |
$149K - $160K
|
8.09K
$598K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.3K+ 0.64% |
$850K - $915K
|
1.94M
$143M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-137- 2.95% |
$9.5K - $10.2K
|
4.51K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
226+ 1.38% |
$15.7K - $16.9K
|
16.6K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 3.62% |
$6.87K - $7.39K
|
2.63K
$195K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-119- 4.18% |
$8.26K - $8.89K
|
2.73K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
975+ 0.34% |
$67.6K - $72.8K
|
291K
$21.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-152- 3.41% |
$10.5K - $11.3K
|
4.31K
$319K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
70+ 4.45% |
$4.86K - $5.23K
|
1.64K
$121K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.72% |
$69.4 - $74.7
|
137
$10.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.77KNew |
$192K - $207K
|
2.77K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 0.24% |
$347 - $373
|
2.04K
$151K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-168- 0.49% |
$11.7K - $12.5K
|
33.8K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.44K+ 21.77% |
$100K - $108K
|
8.07K
$597K
|
|
|
Nov 10, 2025
Q3 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14- 0.42% |
$971 - $1.05K
|
3.28K
$243K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
508+ 0.4% |
$35.2K - $37.9K
|
127K
$9.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
140K+ 382.31% |
$9.75M - $10.5M
|
177K
$13.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-56K- 6.18% |
$3.88M - $4.18M
|
850K
$62.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
38.9K+ 19.42% |
$2.7M - $2.91M
|
240K
$17.7M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.58K- 1.59% |
$248K - $267K
|
222K
$16.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-8.81K- 15.9% |
$611K - $658K
|
46.6K
$3.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
9.2K+ 1.56% |
$638K - $687K
|
601K
$44.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.91K- 18.52% |
$479K - $516K
|
30.4K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
58+ 0.64% |
$4.02K - $4.33K
|
9.08K
$671K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-77.3K- 12.63% |
$5.36M - $5.77M
|
535K
$39.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45New |
$3.12K - $3.36K
|
45
$3.33K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$347 - $373
|
5
$370
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$416 - $448
|
6
$444
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.72K+ 13.2% |
$674K - $726K
|
83.4K
$6.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.14KNew |
$218K - $234K
|
3.14K
$232K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
44+ 366.67% |
$3.05K - $3.29K
|
56
$4.14K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
298+ 0.38% |
$20.7K - $22.3K
|
79K
$5.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.45M- 19.04% |
$309M - $332M
|
18.9M
$1.4B
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.04K- 2.74% |
$71.9K - $77.4K
|
36.8K
$2.72M
|
|