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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-30- 0.51% |
$1.95K - $2.25K
|
5.87K
$428K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-32- 34.04% |
$2.08K - $2.4K
|
62
$4.52K
|
|
|
Apr 29, 2025
Q1 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-35- 3.22% |
$2.27K - $2.63K
|
1.05K
$76.8K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-36- 6.52% |
$2.34K - $2.7K
|
516
$37.6K
|
|
|
May 07, 2025
Q1 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-37- 0.21% |
$2.4K - $2.78K
|
17.8K
$1.3M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-42- 0.58% |
$2.73K - $3.15K
|
7.25K
$528K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
SELL
|
- |
-44- 8.33% |
$2.86K - $3.3K
|
484
$35.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44- 0.21% |
$2.86K - $3.3K
|
21.2K
$1.54M
|
|
|
May 13, 2025
Q1 2025
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-45- 4.03% |
$2.92K - $3.38K
|
1.07K
$78.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-49- 1.4% |
$3.18K - $3.68K
|
3.46K
$252K
|
|
|
May 14, 2025
Q1 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-50- 2.55% |
$3.25K - $3.76K
|
1.91K
$139K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-53- 0.09% |
$3.44K - $3.98K
|
61K
$4.45M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-65- 0.11% |
$4.22K - $4.88K
|
57.1K
$4.17M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-68- 2.64% |
$4.42K - $5.11K
|
2.51K
$183K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-77- 24.68% |
$5K - $5.78K
|
235
$17.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-82- 1.53% |
$5.33K - $6.16K
|
5.28K
$385K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-83- 0.05% |
$5.39K - $6.23K
|
157K
$11.4M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-96- 0.24% |
$6.24K - $7.21K
|
39.9K
$2.91M
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-98- 0.78% |
$6.37K - $7.36K
|
12.4K
$907K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 19.49% |
$6.5K - $7.51K
|
413
$30.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 2.07% |
$6.5K - $7.51K
|
4.73K
$345K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-100- 2.11% |
$6.5K - $7.51K
|
4.65K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-101- 2.33% |
$6.56K - $7.59K
|
4.23K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-106- 10.86% |
$6.89K - $7.96K
|
870
$63.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-112- 2.59% |
$7.28K - $8.41K
|
4.21K
$307K
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-114- 2.09% |
$7.41K - $8.56K
|
5.34K
$389K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-116- 3.25% |
$7.54K - $8.71K
|
3.46K
$252K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-120- 2.49% |
$7.8K - $9.01K
|
4.7K
$343K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-127- 3.4% |
$8.25K - $9.54K
|
3.61K
$263K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-127- 0.26% |
$8.25K - $9.54K
|
48.1K
$3.51M
|
|
|
May 13, 2025
Q1 2025
|
Amica Retiree Medical Trust
|
SELL
|
- |
-161- 15.1% |
$10.5K - $12.1K
|
905
$66K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-178- 90.36% |
$11.6K - $13.4K
|
19
$1.38K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-179- 5.92% |
$11.6K - $13.4K
|
2.85K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-181- 5.87% |
$11.8K - $13.6K
|
2.9K
$212K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-188- 1.02% |
$12.2K - $14.1K
|
18.2K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-191- 5.54% |
$12.4K - $14.3K
|
3.25K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-200- 1.41% |
$13K - $15K
|
14K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-202- 6.67% |
$13.1K - $15.2K
|
2.83K
$206K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-210- 1.02% |
$13.6K - $15.8K
|
20.3K
$1.48M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-210- 2.53% |
$13.6K - $15.8K
|
8.08K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-212- 1.7% |
$13.8K - $15.9K
|
12.3K
$894K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-215- 89.21% |
$14K - $16.1K
|
26
$1.9K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-233- 23.49% |
$15.1K - $17.5K
|
759
$55.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-251- 22.99% |
$16.3K - $18.9K
|
841
$61.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-267- 1.03% |
$17.4K - $20.1K
|
25.7K
$1.87M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-278- 2.89% |
$18.1K - $20.9K
|
9.33K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-298- 22.04% |
$19.4K - $22.4K
|
1.05K
$76.8K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-328- 2.04% |
$21.3K - $24.6K
|
15.7K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-330- 2.66% |
$21.4K - $24.8K
|
12.1K
$882K
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-332- 44.5% |
$21.6K - $24.9K
|
414
$30.2K
|