Purchases and Sales Made in Q4 2024 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
619K+ 760.45% |
$40.7M - $44.5M
|
700K
$46.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
411KNew |
$27M - $29.6M
|
411K
$27.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
148K+ 10.01% |
$9.7M - $10.6M
|
1.62M
$107M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
122KNew |
$8.04M - $8.8M
|
122K
$8.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
61.5K+ 24.51% |
$4.05M - $4.43M
|
313K
$20.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
41.2K+ 38.6% |
$2.71M - $2.96M
|
148K
$9.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
32.5K+ 4.49% |
$2.14M - $2.34M
|
755K
$49.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
12.6K+ 1.3% |
$825K - $903K
|
981K
$64.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
11.1K+ 6.35% |
$730K - $799K
|
186K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
10.5K+ 12.7% |
$689K - $753K
|
92.9K
$6.13M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.73K+ 56.95% |
$640K - $700K
|
26.8K
$1.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
5.66K+ 39.13% |
$372K - $407K
|
20.1K
$1.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
5KNew |
$329K - $360K
|
5K
$330K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
4.94KNew |
$325K - $355K
|
4.94K
$326K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
4.81K+ 23.4% |
$316K - $346K
|
25.3K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.5K+ 2.71% |
$296K - $324K
|
171K
$11.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
3.93K+ 6.46% |
$258K - $283K
|
64.8K
$4.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.62KNew |
$238K - $260K
|
3.62K
$239K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.56KNew |
$234K - $256K
|
3.56K
$235K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.39K+ 2.98% |
$223K - $244K
|
117K
$7.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
3.38KNew |
$222K - $243K
|
3.38K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.33KNew |
$219K - $240K
|
3.33K
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Oak Thistle LLC
|
BUY
|
- |
3.31K+ 52.88% |
$218K - $238K
|
9.57K
$631K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.23K+ 52.62% |
$212K - $232K
|
9.37K
$618K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.18KNew |
$209K - $229K
|
3.18K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.04K+ 15.04% |
$200K - $219K
|
23.3K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
2.65KNew |
$174K - $190K
|
2.65K
$175K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.5K+ 23.15% |
$164K - $180K
|
13.3K
$878K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.94K+ 5.56% |
$128K - $140K
|
36.8K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.47K+ 1.14% |
$96.6K - $106K
|
131K
$8.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.3K+ 13.79% |
$85.7K - $93.7K
|
10.8K
$710K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.16K+ 76.47% |
$76.1K - $83.2K
|
2.67K
$176K
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.09KNew |
$71.5K - $78.3K
|
1.09K
$71.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
932New |
$61.3K - $67K
|
932
$61.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
759+ 10.14% |
$49.9K - $54.6K
|
8.24K
$544K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
748+ 1.41% |
$49.2K - $53.8K
|
53.8K
$3.55M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
738+ 6.88% |
$48.5K - $53.1K
|
11.5K
$757K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
734+ 15.86% |
$48.3K - $52.8K
|
5.36K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
681+ 18.21% |
$44.8K - $49K
|
4.42K
$292K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
659+ 19.1% |
$43.3K - $47.4K
|
4.11K
$271K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
593+ 8.97% |
$39K - $42.7K
|
7.21K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
575+ 6.5% |
$37.8K - $41.4K
|
9.42K
$622K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
535+ 5.68% |
$35.2K - $38.5K
|
9.96K
$657K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
534+ 10.62% |
$35.1K - $38.4K
|
5.56K
$367K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
516+ 3.79% |
$33.9K - $37.1K
|
14.1K
$932K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
490+ 33.42% |
$32.2K - $35.3K
|
1.96K
$129K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
464+ 5.56% |
$30.5K - $33.4K
|
8.81K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.65% |
$26.3K - $28.8K
|
61.6K
$4.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
379+ 7.49% |
$24.9K - $27.3K
|
5.44K
$359K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
372+ 45.2% |
$24.5K - $26.8K
|
1.2K
$78.9K
|