Purchases and Sales Made in Q1 2025 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
3.76K+ 23.43% |
$244K - $282K
|
19.8K
$1.44M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.72K+ 14.42% |
$242K - $279K
|
29.5K
$2.15M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
3.59KNew |
$234K - $270K
|
3.59K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.54K+ 274.21% |
$230K - $266K
|
4.83K
$352K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.43K+ 13.2% |
$223K - $258K
|
29.4K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
3.38K+ 0.6% |
$220K - $254K
|
567K
$41.3M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.37K+ 9.93% |
$219K - $253K
|
37.4K
$2.72M
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
3.37K+ 10.77% |
$219K - $253K
|
34.6K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
3.25KNew |
$211K - $244K
|
3.25K
$237K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.2KNew |
$208K - $240K
|
3.2K
$233K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
3.18KNew |
$207K - $239K
|
3.18K
$232K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.18K+ 15.98% |
$206K - $239K
|
23.1K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
3.15K+ 12.46% |
$205K - $237K
|
28.4K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
3.13KNew |
$203K - $235K
|
3.13K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.1KNew |
$201K - $233K
|
3.1K
$226K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3KNew |
$195K - $225K
|
3K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.98KNew |
$194K - $224K
|
2.98K
$217K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.98K+ 3.35% |
$193K - $224K
|
91.9K
$6.7M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.95KNew |
$192K - $222K
|
2.95K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.94KNew |
$191K - $221K
|
2.94K
$214K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
2.84KNew |
$185K - $213K
|
2.84K
$207K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
2.83K+ 12.04% |
$184K - $213K
|
26.4K
$1.92M
|
|
|
May 15, 2025
Q1 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
2.81KNew |
$183K - $211K
|
2.81K
$205K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.8KNew |
$182K - $210K
|
2.8K
$204K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.76K+ 11495.83% |
$179K - $207K
|
2.78K
$203K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.75K+ 6.65% |
$179K - $207K
|
44.1K
$3.22M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.75K+ 8.09% |
$179K - $207K
|
36.7K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
2.75KNew |
$179K - $206K
|
2.75K
$200K
|
|
|
Apr 15, 2025
Q1 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.73KNew |
$178K - $205K
|
2.73K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
2.72K+ 8.1% |
$177K - $204K
|
36.3K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.7KNew |
$176K - $203K
|
2.7K
$197K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.7KNew |
$176K - $203K
|
2.7K
$197K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.7KNew |
$175K - $203K
|
2.7K
$197K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.67K+ 7.29% |
$174K - $201K
|
39.3K
$2.87M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.67KNew |
$173K - $200K
|
2.67K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
2.56K+ 228.89% |
$166K - $192K
|
3.68K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
2.53K+ 12.96% |
$165K - $190K
|
22.1K
$1.61M
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
2.52K+ 29.71% |
$164K - $190K
|
11K
$803K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.51K+ 23.3% |
$163K - $188K
|
13.3K
$967K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.4K+ 21.69% |
$156K - $180K
|
13.4K
$980K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
2.38K+ 49.24% |
$155K - $179K
|
7.21K
$525K
|
|
|
May 15, 2025
Q1 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
2.37K+ 3.88% |
$154K - $178K
|
63.6K
$4.64M
|
|
|
May 12, 2025
Q1 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
2.33K+ 3.0% |
$151K - $175K
|
79.9K
$5.82M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.24K+ 22.49% |
$146K - $168K
|
12.2K
$889K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.2K+ 8.36% |
$143K - $165K
|
28.5K
$2.07M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.18K+ 195.17% |
$142K - $164K
|
3.3K
$240K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.09K+ 124.09% |
$136K - $157K
|
3.78K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.08K+ 7.98% |
$135K - $156K
|
28.1K
$2.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2KNew |
$130K - $150K
|
2K
$146K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
1.97KNew |
$128K - $148K
|
1.97K
$143K
|