Latest Institutional Transactions on Cms Energy Corp (CMS)
This table provides information on the latest institutional transactions involving Cms Energy Corp (CMS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.38K- 2.11% |
$222K - $243K
|
157K
$11.5M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.74% |
$26.3K - $28.8K
|
14.2K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-4- 4.4% |
$263 - $288
|
87
$6.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
24+ 4.55% |
$1.58K - $1.73K
|
552
$40.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-17- 9.19% |
$1.12K - $1.22K
|
168
$12.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.18% |
$197 - $216
|
1.63K
$120K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
490+ 33.42% |
$32.2K - $35.3K
|
1.96K
$144K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 7.5% |
$592 - $647
|
129
$9.49K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
10New |
$658 - $719
|
10
$735
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 10.0% |
$329 - $360
|
55
$4.04K
|
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 4.17% |
$46K - $50.4K
|
16.1K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-630- 3.31% |
$41.4K - $45.3K
|
18.4K
$1.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-21- 0.61% |
$1.38K - $1.51K
|
3.43K
$252K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
61.5K+ 24.51% |
$4.05M - $4.43M
|
313K
$23M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
19+ 52.78% |
$1.25K - $1.37K
|
55
$4.04K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
10.5K+ 12.7% |
$689K - $753K
|
92.9K
$6.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
59+ 12.42% |
$3.88K - $4.24K
|
534
$39.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-402- 0.83% |
$26.4K - $28.9K
|
48.2K
$3.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
32.5K+ 4.49% |
$2.14M - $2.34M
|
755K
$55.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-122- 14.06% |
$8.02K - $8.78K
|
746
$54.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
10New |
$658 - $719
|
10
$735
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-500- 3.67% |
$32.9K - $36K
|
13.1K
$964K
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-363- 5.73% |
$23.9K - $26.1K
|
5.97K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-50.3K- 20.85% |
$3.31M - $3.62M
|
191K
$14M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
659+ 19.1% |
$43.3K - $47.4K
|
4.11K
$302K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
464+ 5.56% |
$30.5K - $33.4K
|
8.81K
$648K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-117- 1.16% |
$7.69K - $8.42K
|
9.93K
$730K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
534+ 10.62% |
$35.1K - $38.4K
|
5.56K
$409K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-91.3K- 13.93% |
$6M - $6.56M
|
564K
$41.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128+ 2.75% |
$8.42K - $9.21K
|
4.78K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
25+ 0.76% |
$1.64K - $1.8K
|
3.3K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-220- 0.84% |
$14.5K - $15.8K
|
25.9K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.33KNew |
$219K - $240K
|
3.33K
$245K
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-513- 0.79% |
$33.7K - $36.9K
|
64.7K
$4.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
2.5K+ 23.15% |
$164K - $180K
|
13.3K
$978K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-17.4K- 32.32% |
$1.14M - $1.25M
|
36.4K
$2.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190- 2.25% |
$12.5K - $13.7K
|
8.25K
$607K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.76K- 7.5% |
$182K - $199K
|
34.1K
$2.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
759+ 10.14% |
$49.9K - $54.6K
|
8.24K
$606K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.3K+ 13.79% |
$85.7K - $93.7K
|
10.8K
$791K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.62KNew |
$238K - $260K
|
3.62K
$266K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
235+ 106.82% |
$15.5K - $16.9K
|
455
$33.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
93+ 4.04% |
$6.12K - $6.69K
|
2.4K
$176K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-29- 0.25% |
$1.91K - $2.09K
|
11.4K
$836K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-106- 37.86% |
$6.97K - $7.63K
|
174
$12.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Strategies Group, Inc.
|
BUY
|
- |
21+ 0.55% |
$1.38K - $1.51K
|
3.82K
$281K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
SELL
|
- |
-27.9K- 1.42% |
$1.83M - $2.01M
|
1.93M
$142M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
BUY
|
- |
12.6K+ 1.3% |
$825K - $903K
|
981K
$72.1M
|