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 13, 2025
Q1 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.86K+ 5.11% |
$121K - $140K
|
38.4K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
1.74K+ 3.83% |
$113K - $130K
|
47K
$3.43M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.67K+ 781.69% |
$108K - $125K
|
1.88K
$137K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.63K+ 4.21% |
$106K - $123K
|
40.4K
$2.95M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
1.6K+ 12.15% |
$104K - $120K
|
14.8K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
1.53K+ 43.0% |
$99.4K - $115K
|
5.09K
$371K
|
|
|
May 14, 2025
Q1 2025
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
1.46K+ 12.46% |
$94.8K - $110K
|
13.2K
$959K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.4K+ 1.83% |
$91.2K - $105K
|
78.2K
$5.7M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.4K+ 41.25% |
$91.1K - $105K
|
4.8K
$350K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.37K+ 22.3% |
$89.3K - $103K
|
7.54K
$549K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.36K+ 18.11% |
$88.3K - $102K
|
8.86K
$646K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
1.3KNew |
$84.5K - $97.6K
|
1.3K
$94.8K
|
|
|
May 07, 2025
Q1 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
1.28K+ 7.22% |
$83.4K - $96.4K
|
19.1K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.28K+ 3.12% |
$82.9K - $95.8K
|
42.1K
$3.07M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.23K+ 38.79% |
$80.2K - $92.7K
|
4.42K
$322K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.23K+ 22.04% |
$79.7K - $92.1K
|
6.79K
$495K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.16K+ 14.06% |
$75.3K - $87.1K
|
9.4K
$685K
|
|
|
Apr 30, 2025
Q1 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
1.15K+ 3.81% |
$75K - $86.7K
|
31.4K
$2.29M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.14K+ 25.74% |
$74K - $85.5K
|
5.56K
$405K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.09KNew |
$70.7K - $81.7K
|
1.09K
$79.3K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.06K+ 22.59% |
$68.8K - $79.5K
|
5.75K
$419K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.02K+ 17.15% |
$66K - $76.2K
|
6.93K
$505K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
999New |
$64.9K - $75K
|
999
$72.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
998+ 2.74% |
$64.9K - $75K
|
37.4K
$2.72M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
971+ 1.69% |
$63.1K - $72.9K
|
58.4K
$4.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
962New |
$62.5K - $72.3K
|
962
$70.1K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
950+ 2.79% |
$61.7K - $71.4K
|
35K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
949+ 6.44% |
$61.7K - $71.3K
|
15.7K
$1.14M
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
BUY
|
- |
905+ 4.88% |
$58.8K - $68K
|
19.4K
$1.42M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
895+ 10.16% |
$58.2K - $67.2K
|
9.71K
$707K
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
893+ 4.03% |
$58K - $67.1K
|
23.1K
$1.68M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
885+ 24.45% |
$57.5K - $66.5K
|
4.5K
$328K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
880+ 17.82% |
$57.2K - $66.1K
|
5.82K
$424K
|
|
|
May 13, 2025
Q1 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
878+ 19.9% |
$57.1K - $65.9K
|
5.29K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
857+ 15.76% |
$55.7K - $64.4K
|
6.3K
$459K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
856+ 47.79% |
$55.6K - $64.3K
|
2.65K
$193K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
826+ 0.91% |
$53.7K - $62K
|
91.1K
$6.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
799+ 1.66% |
$51.9K - $60K
|
49K
$3.57M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
798+ 1.0% |
$51.9K - $59.9K
|
80.6K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
795+ 121.75% |
$51.7K - $59.7K
|
1.45K
$106K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
794+ 0.62% |
$51.6K - $59.6K
|
130K
$9.47M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
775+ 1.87% |
$50.4K - $58.2K
|
42.1K
$3.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
738+ 22.96% |
$48K - $55.4K
|
3.95K
$288K
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
678+ 5.13% |
$44.1K - $50.9K
|
13.9K
$1.01M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
671+ 167.33% |
$43.6K - $50.4K
|
1.07K
$78.1K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
659+ 6.62% |
$42.8K - $49.5K
|
10.6K
$774K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
633+ 12.54% |
$41.1K - $47.5K
|
5.68K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
617+ 12.92% |
$40.1K - $46.3K
|
5.39K
$393K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
597+ 20.2% |
$38.8K - $44.8K
|
3.55K
$259K
|
|
|
May 15, 2025
Q1 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
515+ 0.63% |
$33.5K - $38.7K
|
82.5K
$6.02M
|