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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.87KNew |
$199K - $214K
|
2.87K
$212K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-20- 2.15% |
$1.39K - $1.49K
|
910
$67.3K
|
|
|
Oct 29, 2025
Q3 2025
|
Fisher Funds Management LTD
Auckland, Q2 |
SELL
|
- |
-237K- 30.42% |
$16.5M - $17.7M
|
543K
$40.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
327New |
$22.7K - $24.4K
|
327
$24.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.06KNew |
$351K - $378K
|
5.06K
$374K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-125- 2.97% |
$8.67K - $9.33K
|
4.09K
$302K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16New |
$1.11K - $1.19K
|
16
$1.18K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.12KNew |
$216K - $233K
|
3.12K
$230K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-419- 11.2% |
$29.1K - $31.3K
|
3.32K
$246K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
55K+ 112.1% |
$3.82M - $4.11M
|
104K
$7.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
BUY
|
- |
66New |
$4.58K - $4.93K
|
66
$4.88K
|
|
|
Oct 28, 2025
Q3 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
SELL
|
- |
-664- 0.75% |
$46.1K - $49.6K
|
87.9K
$6.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-5.14K- 44.82% |
$356K - $384K
|
6.33K
$468K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$831K - $895K
|
12K
$886K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
1.46K+ 10.48% |
$101K - $109K
|
15.4K
$1.14M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.21K+ 0.69% |
$362K - $389K
|
763K
$56.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
7New |
$486 - $523
|
7
$518
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-613- 1.86% |
$42.5K - $45.8K
|
32.3K
$2.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-35.4K- 7.29% |
$2.46M - $2.64M
|
450K
$33.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.38KNew |
$95.6K - $103K
|
1.38K
$102K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
133+ 11.84% |
$9.23K - $9.93K
|
1.26K
$92.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
8+ 4.0% |
$555 - $597
|
208
$15.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Conning Inc.
|
SELL
|
- |
-276- 4.45% |
$19.1K - $20.6K
|
5.92K
$438K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
326+ 0.66% |
$22.6K - $24.3K
|
49.4K
$3.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
SELL
|
- |
-325- 2.75% |
$22.5K - $24.3K
|
11.5K
$851K
|
|
|
Oct 24, 2025
Q3 2025
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-13- 0.02% |
$902 - $971
|
68.8K
$5.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
1.9K+ 0.33% |
$132K - $142K
|
573K
$42.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
28+ 48.28% |
$1.94K - $2.09K
|
86
$6.36K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
89+ 60.96% |
$6.17K - $6.65K
|
235
$17.4K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
22+ 3.45% |
$1.53K - $1.64K
|
660
$48.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
17New |
$1.18K - $1.27K
|
17
$1.26K
|
|
|
Oct 24, 2025
Q3 2025
|
New York State Teachers Retirement System
|
SELL
|
- |
-19.8K- 8.5% |
$1.37M - $1.48M
|
213K
$15.7M
|
|
|
Oct 24, 2025
Q3 2025
|
Tema Etfs LLC
New York, NY |
BUY
|
- |
3.24KNew |
$224K - $242K
|
3.24K
$239K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.44K+ 11.22% |
$100K - $108K
|
14.3K
$1.06M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
333+ 8.99% |
$23.1K - $24.9K
|
4.04K
$299K
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
147New |
$10.2K - $11K
|
147
$10.9K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.9KNew |
$201K - $216K
|
2.9K
$214K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-533- 59.96% |
$37K - $39.8K
|
356
$26.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.14K- 7.32% |
$78.8K - $84.8K
|
14.4K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
1.18K+ 65.2% |
$82K - $88.3K
|
3K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
977+ 3.61% |
$67.8K - $73K
|
28.1K
$2.07M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-454- 30.05% |
$31.5K - $33.9K
|
1.06K
$78.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
49K+ 379.28% |
$3.4M - $3.66M
|
61.9K
$4.57M
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-492- 5.33% |
$34.1K - $36.7K
|
8.73K
$646K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-237- 0.92% |
$16.4K - $17.7K
|
25.5K
$1.89M
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-3.4K- 32.95% |
$236K - $254K
|
6.91K
$511K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
404+ 0.25% |
$28K - $30.2K
|
162K
$12M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-18- 0.45% |
$1.25K - $1.34K
|
4K
$296K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.51K- 4.51% |
$105K - $113K
|
32K
$2.37M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
8.45K+ 32.68% |
$586K - $631K
|
34.3K
$2.54M
|
|