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
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
503+ 0.14% |
$32.7K - $37.8K
|
356K
$26M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
500+ 3.76% |
$32.5K - $37.6K
|
13.8K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
499+ 14.37% |
$32.4K - $37.5K
|
3.97K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
496+ 12.07% |
$32.2K - $37.3K
|
4.61K
$336K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
464+ 9.76% |
$30.2K - $34.9K
|
5.22K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
448+ 13.25% |
$29.1K - $33.6K
|
3.83K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
445+ 1.16% |
$28.9K - $33.4K
|
38.7K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
445+ 8.23% |
$28.9K - $33.4K
|
5.85K
$426K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
433+ 2.52% |
$28.1K - $32.5K
|
17.6K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
400+ 9.39% |
$26K - $30K
|
4.66K
$340K
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
385+ 3.88% |
$25K - $28.9K
|
10.3K
$752K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
378+ 35.49% |
$24.6K - $28.4K
|
1.44K
$105K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
356+ 2.86% |
$23.1K - $26.7K
|
12.8K
$934K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
353+ 7.56% |
$22.9K - $26.5K
|
5.02K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
334+ 285.47% |
$21.7K - $25.1K
|
451
$32.9K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
330+ 4.0% |
$21.4K - $24.8K
|
8.58K
$626K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
329+ 32.93% |
$21.4K - $24.7K
|
1.33K
$96.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
306+ 38.06% |
$19.9K - $23K
|
1.11K
$80.9K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
295New |
$19.2K - $22.2K
|
295
$21.5K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
289New |
$18.8K - $21.7K
|
289
$21.1K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
284+ 0.94% |
$18.5K - $21.3K
|
30.4K
$2.22M
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
281+ 4.0% |
$18.3K - $21.1K
|
7.3K
$532K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
278+ 0.97% |
$18.1K - $20.9K
|
28.9K
$2.11M
|
|
|
May 20, 2025
Q1 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
274New |
$17.8K - $20.6K
|
274
$20K
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
274+ 4.46% |
$17.8K - $20.6K
|
6.42K
$468K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
260+ 5.61% |
$16.9K - $19.5K
|
4.9K
$357K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
258+ 15.79% |
$16.8K - $19.4K
|
1.89K
$138K
|
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
256+ 6.68% |
$16.6K - $19.2K
|
4.09K
$298K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
251+ 15.23% |
$16.3K - $18.9K
|
1.9K
$138K
|
|
|
Apr 16, 2025
Q1 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
231New |
$15K - $17.4K
|
231
$16.8K
|
|
|
May 12, 2025
Q1 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
230+ 0.07% |
$14.9K - $17.3K
|
310K
$22.6M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
223+ 0.52% |
$14.5K - $16.7K
|
43.2K
$3.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
210+ 1.85% |
$13.6K - $15.8K
|
11.6K
$844K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
210+ 5.07% |
$13.6K - $15.8K
|
4.35K
$317K
|
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
204+ 6.32% |
$13.3K - $15.3K
|
3.43K
$250K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
199+ 2.12% |
$12.9K - $14.9K
|
9.59K
$699K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
197+ 4.08% |
$12.8K - $14.8K
|
5.03K
$366K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
185+ 14.44% |
$12K - $13.9K
|
1.47K
$107K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
174+ 0.75% |
$11.3K - $13.1K
|
23.3K
$1.7M
|
|
|
May 07, 2025
Q1 2025
|
Motco
|
BUY
|
- |
156New |
$10.1K - $11.7K
|
156
$11.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
154+ 6.43% |
$10K - $11.6K
|
2.55K
$186K
|
|
|
May 02, 2025
Q1 2025
|
Sumitomo Life Insurance CO
|
BUY
|
- |
146+ 1.32% |
$9.49K - $11K
|
11.2K
$819K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
144+ 4.48% |
$9.36K - $10.8K
|
3.36K
$245K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
142+ 0.45% |
$9.23K - $10.7K
|
32K
$2.34M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
BUY
|
- |
135+ 2.58% |
$8.77K - $10.1K
|
5.36K
$391K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
132+ 0.73% |
$8.58K - $9.91K
|
18.1K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
129New |
$8.38K - $9.69K
|
129
$9.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
129New |
$8.38K - $9.69K
|
129
$9.4K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
125+ 10.5% |
$8.12K - $9.39K
|
1.32K
$95.9K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
123+ 23.93% |
$7.99K - $9.24K
|
637
$46.4K
|