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 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
122+ 0.89% |
$7.93K - $9.16K
|
13.8K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
122+ 1.28% |
$7.93K - $9.16K
|
9.65K
$703K
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
118New |
$7.67K - $8.86K
|
118
$8.6K
|
|
|
May 13, 2025
Q1 2025
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
118New |
$7.67K - $8.86K
|
118
$8.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
113+ 34.66% |
$7.34K - $8.49K
|
439
$32K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
113+ 25.28% |
$7.34K - $8.49K
|
560
$40.8K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
108+ 2.08% |
$7.02K - $8.11K
|
5.3K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
102+ 3.38% |
$6.63K - $7.66K
|
3.12K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
100+ 21.98% |
$6.5K - $7.51K
|
555
$40.5K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
90+ 7.42% |
$5.85K - $6.76K
|
1.3K
$95K
|
|
|
Apr 17, 2025
Q1 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
87+ 0.7% |
$5.65K - $6.53K
|
12.5K
$910K
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
86+ 505.88% |
$5.59K - $6.46K
|
103
$7.51K
|
|
|
Apr 08, 2025
Q1 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
83+ 0.59% |
$5.39K - $6.23K
|
14.2K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
81New |
$5.26K - $6.08K
|
81
$5.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
79+ 58.09% |
$5.13K - $5.93K
|
215
$15.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
75New |
$4.87K - $5.63K
|
75
$5.47K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
74+ 10.28% |
$4.81K - $5.56K
|
794
$57.9K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
70New |
$4.55K - $5.26K
|
70
$5.1K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
68+ 1.36% |
$4.42K - $5.11K
|
5.09K
$371K
|
|
|
May 07, 2025
Q1 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
59New |
$3.83K - $4.43K
|
59
$4.3K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
58+ 10.86% |
$3.77K - $4.36K
|
592
$43.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55+ 7.28% |
$3.57K - $4.13K
|
810
$59K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
55New |
$3.57K - $4.13K
|
55
$4.01K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
46+ 0.25% |
$2.99K - $3.46K
|
18.1K
$1.32M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
45New |
$2.92K - $3.38K
|
45
$3.28K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
44New |
$2.86K - $3.3K
|
44
$3.21K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
44+ 1.38% |
$2.86K - $3.3K
|
3.24K
$236K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
42+ 4.81% |
$2.73K - $3.15K
|
915
$66.7K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
40+ 0.54% |
$2.6K - $3K
|
7.49K
$546K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
37+ 0.83% |
$2.4K - $2.78K
|
4.5K
$328K
|
|
|
Apr 25, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
32New |
$2.08K - $2.4K
|
32
$2.33K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
32+ 0.35% |
$2.08K - $2.4K
|
9.18K
$669K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
31+ 1.93% |
$2.01K - $2.33K
|
1.63K
$119K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
30+ 29.41% |
$1.95K - $2.25K
|
132
$9.62K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
30+ 88.24% |
$1.95K - $2.25K
|
64
$4.66K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
27+ 0.3% |
$1.75K - $2.03K
|
9.08K
$662K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
26+ 260.0% |
$1.69K - $1.95K
|
36
$2.62K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25+ 250.0% |
$1.62K - $1.88K
|
35
$2.55K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
25+ 0.6% |
$1.62K - $1.88K
|
4.2K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
24+ 1.2% |
$1.56K - $1.8K
|
2.03K
$148K
|
|
|
May 07, 2025
Q1 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
24+ 0.53% |
$1.56K - $1.8K
|
4.52K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
24+ 0.73% |
$1.56K - $1.8K
|
3.32K
$242K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
23New |
$1.49K - $1.73K
|
23
$1.68K
|
|
|
May 16, 2025
Q1 2025
|
Financial Strategies Group, Inc.
|
BUY
|
- |
22+ 0.58% |
$1.43K - $1.65K
|
3.84K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
22New |
$1.43K - $1.65K
|
22
$1.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 16.28% |
$1.36K - $1.58K
|
150
$10.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.08% |
$1.3K - $1.5K
|
25.6K
$1.87M
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
19+ 0.43% |
$1.23K - $1.43K
|
4.42K
$322K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 1.59% |
$1.23K - $1.43K
|
1.21K
$88.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
19+ 0.17% |
$1.23K - $1.43K
|
11K
$805K
|