Purchases and Sales Made in Q2 2024 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9New |
$512 - $569
|
9
$656
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9+ 0.25% |
$512 - $569
|
3.54K
$258K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
8+ 0.5% |
$455 - $506
|
1.59K
$116K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
8+ 0.98% |
$455 - $506
|
823
$60K
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
6+ 27.27% |
$341 - $379
|
28
$2.04K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
6+ 0.16% |
$341 - $379
|
3.76K
$274K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 85.71% |
$341 - $379
|
13
$948
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
BUY
|
- |
5+ 100.0% |
$284 - $316
|
10
$729
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5+ 0.79% |
$284 - $316
|
635
$46.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
5+ 0.01% |
$284 - $316
|
60.4K
$4.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 28.57% |
$228 - $253
|
18
$1.31K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4+ 3.6% |
$228 - $253
|
115
$8.38K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4New |
$228 - $253
|
4
$292
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$171 - $190
|
4.53K
$330K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 0.5% |
$114 - $126
|
405
$29.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 0.65% |
$114 - $126
|
312
$22.7K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.04% |
$114 - $126
|
194
$14.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 2.33% |
$56.9 - $63.2
|
44
$3.21K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.03% |
$56.9 - $63.2
|
3.42K
$250K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 2.33% |
$56.9 - $63.2
|
44
$3.21K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$56.9 - $63.2
|
4
$292
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-2- 2.22% |
$114 - $126
|
88
$6.41K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3- 0.34% |
$171 - $190
|
872
$63.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
SELL
|
- |
-3- 0.08% |
$171 - $190
|
3.57K
$260K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-10- 3.53% |
$569 - $632
|
273
$19.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-14- 0.37% |
$796 - $885
|
3.8K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-17Closed |
$967 - $1.08K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-19- 0.61% |
$1.08K - $1.2K
|
3.1K
$226K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-19- 0.21% |
$1.08K - $1.2K
|
8.92K
$650K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-28- 20.14% |
$1.59K - $1.77K
|
111
$8.09K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-29- 46.03% |
$1.65K - $1.83K
|
34
$2.48K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29- 0.04% |
$1.65K - $1.83K
|
73.5K
$5.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-31- 0.36% |
$1.76K - $1.96K
|
8.48K
$618K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 3.86% |
$1.82K - $2.02K
|
798
$58.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-33- 1.11% |
$1.88K - $2.09K
|
2.94K
$214K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-34- 0.75% |
$1.93K - $2.15K
|
4.5K
$328K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-38- 46.91% |
$2.16K - $2.4K
|
43
$3.13K
|
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-41- 0.56% |
$2.33K - $2.59K
|
7.25K
$528K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-45- 21.63% |
$2.56K - $2.85K
|
163
$11.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-47- 4.02% |
$2.67K - $2.97K
|
1.12K
$81.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-49- 1.32% |
$2.79K - $3.1K
|
3.66K
$267K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-50- 0.36% |
$2.84K - $3.16K
|
13.7K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-52- 1.94% |
$2.96K - $3.29K
|
2.63K
$191K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-57- 19.93% |
$3.24K - $3.6K
|
229
$16.7K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-58- 1.27% |
$3.3K - $3.67K
|
4.51K
$329K
|
|
|
Jul 29, 2024
Q2 2024
|
Tobam
|
SELL
|
- |
-60- 8.34% |
$3.41K - $3.79K
|
659
$48K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-64- 0.04% |
$3.64K - $4.05K
|
163K
$11.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-66- 6.9% |
$3.75K - $4.17K
|
890
$64.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-66- 0.87% |
$3.75K - $4.17K
|
7.52K
$548K
|