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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
306+ 2.69% |
$20.1K - $22K
|
11.7K
$853K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
302+ 0.76% |
$19.9K - $21.7K
|
40K
$2.92M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
299+ 30.45% |
$19.7K - $21.5K
|
1.28K
$93.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
299+ 36.51% |
$19.7K - $21.5K
|
1.12K
$81.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
297+ 10.51% |
$19.5K - $21.4K
|
3.12K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
294+ 44.28% |
$19.3K - $21.2K
|
958
$69.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
287+ 0.04% |
$18.9K - $20.6K
|
697K
$50.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
283+ 9.7% |
$18.6K - $20.4K
|
3.2K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
269+ 6.89% |
$17.7K - $19.4K
|
4.17K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
249+ 7.09% |
$16.4K - $17.9K
|
3.76K
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
240+ 5.04% |
$15.8K - $17.3K
|
5K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
235+ 106.82% |
$15.5K - $16.9K
|
455
$33.2K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
230+ 4.33% |
$15.1K - $16.5K
|
5.54K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
229+ 39.21% |
$15.1K - $16.5K
|
813
$59.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
225+ 5.49% |
$14.8K - $16.2K
|
4.33K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220+ 4.85% |
$14.5K - $15.8K
|
4.75K
$346K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
220+ 5.83% |
$14.5K - $15.8K
|
4K
$291K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
214+ 6.05% |
$14.1K - $15.4K
|
3.75K
$273K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
208+ 176.27% |
$13.7K - $15K
|
326
$23.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
200+ 219.78% |
$13.2K - $14.4K
|
291
$21.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
180New |
$11.8K - $12.9K
|
180
$13.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
173+ 4.04% |
$11.4K - $12.4K
|
4.46K
$325K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
167New |
$11K - $12K
|
167
$12.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
163+ 109.4% |
$10.7K - $11.7K
|
312
$22.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
161New |
$10.6K - $11.6K
|
161
$11.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
160New |
$10.5K - $11.5K
|
160
$11.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
151+ 15.65% |
$9.93K - $10.9K
|
1.12K
$81.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
142+ 1.15% |
$9.34K - $10.2K
|
12.5K
$909K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
141New |
$9.27K - $10.1K
|
141
$10.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128+ 2.75% |
$8.42K - $9.21K
|
4.78K
$348K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
124+ 0.44% |
$8.15K - $8.92K
|
28.6K
$2.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
124+ 4.3% |
$8.15K - $8.92K
|
3.01K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
120+ 2.66% |
$7.89K - $8.63K
|
4.64K
$338K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
113+ 0.22% |
$7.43K - $8.13K
|
51K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
107+ 1070.0% |
$7.04K - $7.7K
|
117
$8.53K
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
104+ 3.41% |
$6.84K - $7.48K
|
3.15K
$230K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
104+ 30.32% |
$6.84K - $7.48K
|
447
$32.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
103+ 0.25% |
$6.77K - $7.41K
|
41.4K
$3.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
102New |
$6.71K - $7.34K
|
102
$7.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
102+ 1.99% |
$6.71K - $7.34K
|
5.22K
$381K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
100+ 2.11% |
$6.58K - $7.19K
|
4.83K
$352K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100+ 24.21% |
$6.58K - $7.19K
|
513
$37.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
94New |
$6.18K - $6.76K
|
94
$6.85K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
93+ 4.04% |
$6.12K - $6.69K
|
2.4K
$175K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
91+ 8.84% |
$5.98K - $6.55K
|
1.12K
$81.6K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
90+ 1.69% |
$5.92K - $6.47K
|
5.41K
$394K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
89+ 15.78% |
$5.85K - $6.4K
|
653
$47.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
85+ 2.1% |
$5.59K - $6.11K
|
4.14K
$302K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
79+ 18.16% |
$5.2K - $5.68K
|
514
$37.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
78+ 0.82% |
$5.13K - $5.61K
|
9.61K
$700K
|