Latest Institutional Purchases of Cms Energy Corp (CMS)
This list provides information on the latest institutional transactions involving Cms Energy Corp (CMS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
133+ 11.84% |
$9.23K - $9.93K
|
1.26K
$92.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
121+ 100.0% |
$8.39K - $9.04K
|
242
$17.9K
|
|
|
Nov 06, 2025
Q3 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
115+ 3.95% |
$7.98K - $8.59K
|
3.03K
$224K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
109New |
$7.56K - $8.14K
|
109
$8.06K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
105+ 31.07% |
$7.28K - $7.84K
|
443
$32.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
104New |
$7.21K - $7.77K
|
104
$7.69K
|
|
|
Nov 13, 2025
Q3 2025
|
Empirical Finance, LLC
|
BUY
|
- |
104+ 1.0% |
$7.21K - $7.77K
|
10.5K
$776K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
99+ 2.08% |
$6.87K - $7.39K
|
4.87K
$360K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
97+ 1.82% |
$6.73K - $7.24K
|
5.43K
$401K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
94+ 2.22% |
$6.52K - $7.02K
|
4.33K
$320K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
89+ 60.96% |
$6.17K - $6.65K
|
235
$17.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
84+ 1.19% |
$5.83K - $6.27K
|
7.12K
$526K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
79+ 2.4% |
$5.48K - $5.9K
|
3.37K
$249K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
77New |
$5.34K - $5.75K
|
77
$5.69K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
75+ 4.71% |
$5.2K - $5.6K
|
1.67K
$123K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
75New |
$5.2K - $5.6K
|
75
$5.55K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
70+ 4.45% |
$4.86K - $5.23K
|
1.64K
$121K
|
|
|
Nov 12, 2025
Q3 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
69+ 5.93% |
$4.79K - $5.15K
|
1.23K
$91.2K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
66New |
$4.58K - $4.93K
|
66
$4.88K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
60+ 47.62% |
$4.16K - $4.48K
|
186
$13.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
58+ 0.64% |
$4.02K - $4.33K
|
9.08K
$671K
|
|
|
Nov 12, 2025
Q3 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
56New |
$3.88K - $4.18K
|
56
$4.14K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
55New |
$3.82K - $4.11K
|
55
$4.07K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
54+ 1.67% |
$3.75K - $4.03K
|
3.28K
$243K
|
|
|
Nov 03, 2025
Q3 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
51New |
$3.54K - $3.81K
|
51
$3.77K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
51+ 1.67% |
$3.54K - $3.81K
|
3.1K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
47New |
$3.26K - $3.51K
|
47
$3.48K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
47+ 59.49% |
$3.26K - $3.51K
|
126
$9.32K
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45New |
$3.12K - $3.36K
|
45
$3.33K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
45New |
$3.12K - $3.36K
|
45
$3.33K
|
|
|
Nov 13, 2025
Q3 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
44+ 0.12% |
$3.05K - $3.29K
|
38.2K
$2.82M
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
44+ 366.67% |
$3.05K - $3.29K
|
56
$4.14K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
44+ 0.6% |
$3.05K - $3.29K
|
7.39K
$546K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
40+ 1.07% |
$2.77K - $2.99K
|
3.77K
$278K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
40+ 3.13% |
$2.77K - $2.99K
|
1.32K
$97.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 1.01% |
$2.5K - $2.69K
|
3.61K
$267K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
33New |
$2.29K - $2.46K
|
33
$2.44K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 10.74% |
$2.22K - $2.39K
|
330
$24.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
30+ 0.32% |
$2.08K - $2.24K
|
9.5K
$703K
|
|
|
Nov 04, 2025
Q3 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
30+ 333.33% |
$2.08K - $2.24K
|
39
$2.88K
|
|
|
Nov 14, 2025
Q3 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
29+ 3.77% |
$2.01K - $2.17K
|
799
$59.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28+ 48.28% |
$1.94K - $2.09K
|
86
$6.36K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
27+ 75.0% |
$1.87K - $2.02K
|
63
$4.66K
|
|
|
Nov 14, 2025
Q3 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
25+ 178.57% |
$1.73K - $1.87K
|
39
$2.88K
|
|
|
Oct 30, 2025
Q3 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
25+ 0.75% |
$1.73K - $1.87K
|
3.37K
$249K
|
|
|
Nov 03, 2025
Q3 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
24+ 0.54% |
$1.66K - $1.79K
|
4.43K
$327K
|
|
|
Nov 04, 2025
Q3 2025
|
Essex Savings Bank
|
BUY
|
- |
22+ 0.64% |
$1.53K - $1.64K
|
3.48K
$258K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
22+ 3.45% |
$1.53K - $1.64K
|
660
$48.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 2.24% |
$1.39K - $1.49K
|
911
$67.4K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
20New |
$1.39K - $1.49K
|
20
$1.48K
|
|