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 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-29- 0.07% |
$1.91K - $2.09K
|
38.8K
$2.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-31- 0.88% |
$2.04K - $2.23K
|
3.51K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-38- 0.87% |
$2.5K - $2.73K
|
4.33K
$303K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-44- 0.47% |
$2.89K - $3.17K
|
9.23K
$644K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-45- 0.18% |
$2.96K - $3.24K
|
25.6K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 1.75% |
$3.02K - $3.31K
|
2.58K
$180K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-48- 0.85% |
$3.16K - $3.45K
|
5.6K
$391K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-50- 1.04% |
$3.29K - $3.6K
|
4.75K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-56- 12.07% |
$3.68K - $4.03K
|
408
$28.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-57- 4.49% |
$3.75K - $4.1K
|
1.21K
$84.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-61- 5.75% |
$4.01K - $4.39K
|
999
$69.8K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-75- 4.82% |
$4.93K - $5.4K
|
1.48K
$103K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-81- 1.53% |
$5.33K - $5.83K
|
5.2K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-82- 4.01% |
$5.39K - $5.9K
|
1.96K
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-85- 0.05% |
$5.59K - $6.11K
|
168K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-88- 2.01% |
$5.79K - $6.33K
|
4.29K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-100- 0.36% |
$6.58K - $7.19K
|
27.5K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 0.84% |
$6.58K - $7.19K
|
11.8K
$824K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-106- 37.86% |
$6.97K - $7.63K
|
174
$12.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-107- 26.16% |
$7.04K - $7.7K
|
302
$21.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-107- 3.43% |
$7.04K - $7.7K
|
3.01K
$210K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-117- 1.16% |
$7.69K - $8.42K
|
9.93K
$693K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-122- 14.06% |
$8.02K - $8.78K
|
746
$52.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-143- 1.61% |
$9.4K - $10.3K
|
8.74K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-158- 3.05% |
$10.4K - $11.4K
|
5.02K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-159- 4.09% |
$10.5K - $11.4K
|
3.73K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-162- 1.74% |
$10.7K - $11.7K
|
9.15K
$639K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-168- 1.33% |
$11K - $12.1K
|
12.5K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-178- 14.02% |
$11.7K - $12.8K
|
1.09K
$76.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190- 2.25% |
$12.5K - $13.7K
|
8.25K
$576K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-212- 0.7% |
$13.9K - $15.3K
|
30.2K
$2.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-220- 0.84% |
$14.5K - $15.8K
|
25.9K
$1.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-220- 0.95% |
$14.5K - $15.8K
|
22.8K
$1.59M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-232- 5.1% |
$15.3K - $16.7K
|
4.32K
$302K
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-235- 3.24% |
$15.5K - $16.9K
|
7.02K
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-240- 4.8% |
$15.8K - $17.3K
|
4.76K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-278- 5.83% |
$18.3K - $20K
|
4.49K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-283- 1.36% |
$18.6K - $20.4K
|
20.5K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-285- 0.24% |
$18.7K - $20.5K
|
118K
$8.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-299- 2.98% |
$19.7K - $21.5K
|
9.74K
$680K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-300- 0.37% |
$19.7K - $21.6K
|
81.1K
$5.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-307- 21.56% |
$20.2K - $22.1K
|
1.12K
$78K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-348- 0.21% |
$22.9K - $25K
|
164K
$11.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-363- 5.73% |
$23.9K - $26.1K
|
5.97K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-400- 21.05% |
$26.3K - $28.8K
|
1.5K
$105K
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.74% |
$26.3K - $28.8K
|
14.2K
$992K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-402- 3.5% |
$26.4K - $28.9K
|
11.1K
$774K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-402- 0.83% |
$26.4K - $28.9K
|
48.2K
$3.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-410- 0.14% |
$27K - $29.5K
|
290K
$20.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-411- 11.34% |
$27K - $29.6K
|
3.21K
$224K
|