Purchases and Sales Made in Q2 2025 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
119+ 3.91% |
$8.16K - $8.99K
|
3.17K
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
105+ 18.92% |
$7.2K - $7.93K
|
660
$48.1K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100+ 24.21% |
$6.86K - $7.55K
|
513
$37.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
90+ 0.35% |
$6.17K - $6.8K
|
25.8K
$1.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
90+ 1.92% |
$6.17K - $6.8K
|
4.77K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
71+ 94.67% |
$4.87K - $5.36K
|
146
$10.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
60+ 6.9% |
$4.11K - $4.53K
|
930
$67.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
53New |
$3.63K - $4K
|
53
$3.86K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
52+ 0.11% |
$3.57K - $3.93K
|
49.1K
$3.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 35.46% |
$3.43K - $3.78K
|
191
$13.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
46+ 7.77% |
$3.15K - $3.47K
|
638
$46.5K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 3.8% |
$2.61K - $2.87K
|
1.04K
$75.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.83% |
$2.4K - $2.64K
|
4.23K
$308K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35+ 3.22% |
$2.4K - $2.64K
|
1.12K
$81.9K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
29+ 1.93% |
$1.99K - $2.19K
|
1.53K
$111K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
28+ 16.57% |
$1.92K - $2.11K
|
197
$14.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
26+ 0.78% |
$1.78K - $1.96K
|
3.35K
$244K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 2.66% |
$1.65K - $1.81K
|
926
$67.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
24New |
$1.65K - $1.81K
|
24
$1.75K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
23New |
$1.58K - $1.74K
|
23
$1.68K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 0.53% |
$1.3K - $1.43K
|
3.57K
$260K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.53% |
$1.17K - $1.28K
|
3.22K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 13.51% |
$1.03K - $1.13K
|
126
$9.18K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14+ 0.11% |
$960 - $1.06K
|
12.5K
$911K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 71.43% |
$343 - $378
|
12
$875
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 100.0% |
$343 - $378
|
10
$729
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 80.0% |
$274 - $302
|
9
$656
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 8.57% |
$206 - $227
|
38
$2.77K
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
2+ 0.06% |
$137 - $151
|
3.46K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 0.08% |
$274 - $302
|
5.08K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 3.25% |
$686 - $755
|
298
$21.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 8.0% |
$823 - $906
|
138
$10.1K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-16- 13.68% |
$1.1K - $1.21K
|
101
$7.36K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-17- 0.29% |
$1.17K - $1.28K
|
5.85K
$427K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19- 0.43% |
$1.3K - $1.43K
|
4.4K
$321K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-20- 16.67% |
$1.37K - $1.51K
|
100
$7.29K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-30- 46.88% |
$2.06K - $2.27K
|
34
$2.48K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-42- 4.59% |
$2.88K - $3.17K
|
873
$63.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42- 0.83% |
$2.88K - $3.17K
|
5.02K
$366K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-42- 1.19% |
$2.88K - $3.17K
|
3.48K
$253K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-53- 24.31% |
$3.63K - $4K
|
165
$12K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-95- 32.2% |
$6.51K - $7.17K
|
200
$14.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-105- 1.51% |
$7.2K - $7.93K
|
6.87K
$501K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 1.27% |
$10.3K - $11.3K
|
11.7K
$850K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-154- 7.83% |
$10.6K - $11.6K
|
1.81K
$132K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-200- 68.73% |
$13.7K - $15.1K
|
91
$6.63K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-219- 3.94% |
$15K - $16.5K
|
5.34K
$389K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-265- 1.46% |
$18.2K - $20K
|
17.9K
$1.31M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-265- 5.88% |
$18.2K - $20K
|
4.24K
$309K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-266- 1.28% |
$18.2K - $20.1K
|
20.5K
$1.49M
|