Purchases and Sales Made in Q1 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q1 2023. The information is specifically focused on institutions that hold shares of CMS ENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
282+ 241.03% |
$16.3K - $18.4K
|
399
$27.4K
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
279+ 94.9% |
$16.1K - $18.2K
|
573
$39.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
277+ 2.75% |
$16K - $18.1K
|
10.4K
$710K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
263+ 3.33% |
$15.2K - $17.2K
|
8.16K
$560K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
261+ 6.22% |
$15.1K - $17.1K
|
4.46K
$306K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
261+ 7.44% |
$15.1K - $17.1K
|
3.77K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
256+ 7.96% |
$14.8K - $16.7K
|
3.47K
$238K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
255+ 10.23% |
$14.7K - $16.7K
|
2.75K
$188K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
250+ 1.37% |
$14.4K - $16.4K
|
18.6K
$1.27M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
240+ 0.58% |
$13.9K - $15.7K
|
41.3K
$2.83M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
215+ 0.52% |
$12.4K - $14.1K
|
41.7K
$2.86M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
213+ 0.93% |
$12.3K - $13.9K
|
23K
$1.58M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
212+ 0.95% |
$12.2K - $13.9K
|
22.6K
$1.55M
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
211+ 0.79% |
$12.2K - $13.8K
|
26.8K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
204+ 0.86% |
$11.8K - $13.3K
|
24K
$1.65M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
202+ 18.58% |
$11.7K - $13.2K
|
1.29K
$88.4K
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
202+ 4.24% |
$11.7K - $13.2K
|
4.96K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.39% |
$11.6K - $13.1K
|
51.5K
$3.53M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
196+ 1.69% |
$11.3K - $12.8K
|
11.8K
$808K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
191+ 1.16% |
$11K - $12.5K
|
16.6K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
189+ 41.54% |
$10.9K - $12.4K
|
644
$44.2K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
157+ 182.56% |
$9.07K - $10.3K
|
243
$16.7K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
154+ 83.7% |
$8.9K - $10.1K
|
338
$23.2K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
152+ 22.82% |
$8.78K - $9.94K
|
818
$56.1K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
151+ 1.72% |
$8.72K - $9.88K
|
8.91K
$611K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
120+ 2.3% |
$6.93K - $7.85K
|
5.33K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
120+ 0.98% |
$6.93K - $7.85K
|
12.4K
$851K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
119+ 9.91% |
$6.88K - $7.78K
|
1.32K
$90.5K
|
|
|
Aug 29, 2023
Q1 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
115+ 3.31% |
$6.64K - $7.52K
|
3.59K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
114+ 11.37% |
$6.59K - $7.46K
|
1.12K
$76.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.53% |
$5.78K - $6.54K
|
18.9K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
90+ 0.08% |
$5.2K - $5.89K
|
120K
$8.22M
|
|
|
Feb 13, 2024
Q1 2023
|
Nicholas Company, Inc.
|
BUY
|
- |
90+ 0.08% |
$5.2K - $5.89K
|
120K
$8.22M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
85+ 772.73% |
$4.91K - $5.56K
|
96
$6.58K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
79New |
$4.56K - $5.17K
|
79
$5.42K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
77New |
$4.45K - $5.04K
|
77
$5.28K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 58.14% |
$4.33K - $4.91K
|
204
$14K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
72+ 0.78% |
$4.16K - $4.71K
|
9.32K
$639K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
72+ 0.58% |
$4.16K - $4.71K
|
12.5K
$857K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
71+ 887.5% |
$4.1K - $4.64K
|
79
$5.42K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
63New |
$3.64K - $4.12K
|
63
$4.32K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
61+ 8.7% |
$3.52K - $3.99K
|
762
$52.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
60+ 1.64% |
$3.47K - $3.92K
|
3.72K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
60+ 1.61% |
$3.47K - $3.92K
|
3.78K
$259K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
59+ 0.65% |
$3.41K - $3.86K
|
9.16K
$628K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
57+ 58.16% |
$3.29K - $3.73K
|
155
$10.6K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
55+ 1.3% |
$3.18K - $3.6K
|
4.3K
$295K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
51+ 4.03% |
$2.95K - $3.34K
|
1.32K
$90.2K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
48+ 5.55% |
$2.77K - $3.14K
|
913
$62.6K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
47+ 1.07% |
$2.72K - $3.07K
|
4.45K
$305K
|