Purchases and Sales Made in Q4 2022 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.89KNew |
$102K - $122K
|
1.89K
$130K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.72K+ 10.05% |
$92.9K - $111K
|
18.9K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Metis Global Partners, LLC
|
BUY
|
- |
1.71K+ 39.48% |
$92.1K - $110K
|
6.03K
$414K
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.68K+ 0.16% |
$90.7K - $108K
|
1.02M
$70.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 51.33% |
$89.6K - $107K
|
4.89K
$336K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 31.72% |
$87.2K - $104K
|
6.71K
$460K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.61K+ 7661.9% |
$86.8K - $103K
|
1.63K
$112K
|
|
|
Feb 09, 2023
Q4 2022
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.6K+ 1.29% |
$86.4K - $103K
|
126K
$8.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.6K+ 1.55% |
$86.1K - $103K
|
105K
$7.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.58K+ 4.74% |
$85.2K - $101K
|
34.9K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Dean Investment Associates, LLC
Beavercreek, OH |
BUY
|
- |
1.56K+ 6.34% |
$84K - $100K
|
26.1K
$1.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1.5K+ 19.18% |
$81.1K - $96.7K
|
9.34K
$640K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.42KNew |
$76.4K - $91K
|
1.42K
$97K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 4.13% |
$75.8K - $90.3K
|
35.4K
$2.42M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
1.39K+ 0.43% |
$75K - $89.4K
|
322K
$22.1M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.39K+ 12.75% |
$75K - $89.4K
|
12.3K
$843K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33KNew |
$72K - $85.8K
|
1.33K
$91.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.31K+ 1.77% |
$70.5K - $84.1K
|
75.3K
$5.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
1.28K+ 3.2% |
$69.3K - $82.6K
|
41.5K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.2K+ 6.67% |
$64.9K - $77.3K
|
19.2K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.17K+ 2.06% |
$63K - $75.1K
|
57.9K
$3.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.13K+ 8.58% |
$61K - $72.7K
|
14.3K
$981K
|
|
|
Jan 11, 2023
Q4 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
1.12K+ 3.58% |
$60.4K - $72K
|
32.4K
$2.22M
|
|
|
Feb 14, 2023
Q4 2022
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
BUY
|
- |
1.08K+ 0.66% |
$58.2K - $69.4K
|
165K
$11.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.07K+ 2.11% |
$58K - $69.1K
|
52K
$3.57M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.06K+ 6.15% |
$57.3K - $68.2K
|
18.3K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
989+ 2.12% |
$53.4K - $63.6K
|
47.7K
$3.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
970+ 5.79% |
$52.4K - $62.4K
|
17.7K
$1.22M
|
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
921+ 4.22% |
$49.7K - $59.2K
|
22.8K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
874+ 20.16% |
$47.2K - $56.2K
|
5.21K
$357K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
775+ 1614.58% |
$41.8K - $49.8K
|
823
$56.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
769+ 1.05% |
$41.5K - $49.5K
|
73.7K
$5.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
747+ 3.44% |
$40.3K - $48K
|
22.5K
$1.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
710+ 12.61% |
$38.3K - $45.7K
|
6.34K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
706+ 19.63% |
$38.1K - $45.4K
|
4.3K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
699+ 5.73% |
$37.7K - $45K
|
12.9K
$884K
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
693+ 16.02% |
$37.4K - $44.6K
|
5.02K
$344K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
658+ 0.88% |
$35.5K - $42.3K
|
75.8K
$5.2M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
646+ 17.21% |
$34.9K - $41.5K
|
4.4K
$302K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
615+ 3.32% |
$33.2K - $39.6K
|
19.1K
$1.31M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
581+ 8.28% |
$31.4K - $37.4K
|
7.6K
$521K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
574+ 17.63% |
$31K - $36.9K
|
3.83K
$263K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
543+ 42.49% |
$29.3K - $34.9K
|
1.82K
$125K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
496+ 0.06% |
$26.8K - $31.9K
|
844K
$57.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
480+ 1920.0% |
$25.9K - $30.9K
|
505
$34.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
472+ 2.96% |
$25.5K - $30.4K
|
16.4K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
465+ 1.48% |
$25.1K - $29.9K
|
31.9K
$2.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
464New |
$25K - $29.8K
|
464
$31.8K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
431+ 10.6% |
$23.3K - $27.7K
|
4.5K
$308K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
423+ 2.68% |
$22.8K - $27.2K
|
16.2K
$1.11M
|