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 23, 2025
Q3 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
1.17K+ 10.38% |
$81K - $87.1K
|
12.4K
$917K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.97K+ 3.24% |
$414K - $446K
|
190K
$14.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.85K+ 2.02% |
$128K - $138K
|
93.3K
$6.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
51+ 1.67% |
$3.54K - $3.81K
|
3.1K
$229K
|
|
|
Oct 22, 2025
Q3 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
553+ 6.23% |
$38.4K - $41.3K
|
9.43K
$697K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
13New |
$902 - $971
|
13
$961
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.11K- 92.92% |
$147K - $158K
|
161
$11.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-450- 4.06% |
$31.2K - $33.6K
|
10.6K
$786K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.69K+ 14.78% |
$326K - $351K
|
36.5K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7New |
$486 - $523
|
7
$518
|
|
|
Oct 22, 2025
Q3 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.63% |
$6.94K - $7.47K
|
15.7K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18+ 0.69% |
$1.25K - $1.34K
|
2.64K
$195K
|
|
|
Oct 22, 2025
Q3 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
93K+ 17.29% |
$6.45M - $6.94M
|
631K
$46.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
25.3K+ 86.02% |
$1.76M - $1.89M
|
54.7K
$4.05M
|
|
|
Oct 21, 2025
Q3 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
219+ 0.19% |
$15.2K - $16.4K
|
119K
$8.77M
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.61% |
$69.4 - $74.7
|
166
$12.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
32+ 10.74% |
$2.22K - $2.39K
|
330
$24.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-93- 0.82% |
$6.45K - $6.94K
|
11.3K
$837K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
574+ 10.74% |
$39.8K - $42.9K
|
5.92K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-2.67K- 1.97% |
$185K - $200K
|
133K
$9.83M
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
3New |
$208 - $224
|
3
$222
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.98K+ 436.47% |
$692K - $745K
|
12.3K
$907K
|
|
|
Oct 21, 2025
Q3 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
340+ 1.68% |
$23.6K - $25.4K
|
20.6K
$1.52M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-70- 1.31% |
$4.86K - $5.23K
|
5.27K
$390K
|
|
|
Oct 20, 2025
Q3 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
210+ 3.4% |
$14.6K - $15.7K
|
6.39K
$472K
|
|
|
Oct 20, 2025
Q3 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-46- 0.95% |
$3.19K - $3.43K
|
4.82K
$356K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
21.6K+ 727.52% |
$1.5M - $1.61M
|
24.6K
$1.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-250- 6.08% |
$17.3K - $18.7K
|
3.87K
$286K
|
|
|
Oct 20, 2025
Q3 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
1.94K+ 2.39% |
$135K - $145K
|
83.2K
$6.16M
|
|
|
Oct 20, 2025
Q3 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
84+ 1.19% |
$5.83K - $6.27K
|
7.12K
$526K
|
|
|
Oct 20, 2025
Q3 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
3.07KNew |
$213K - $229K
|
3.07K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-21.8K- 13.02% |
$1.51M - $1.63M
|
146K
$10.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
575+ 4.09% |
$39.9K - $42.9K
|
14.6K
$1.08M
|
|
|
Oct 20, 2025
Q3 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-28- 27.72% |
$1.94K - $2.09K
|
73
$5.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-61.2K- 14.99% |
$4.25M - $4.57M
|
347K
$25.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-11- 0.19% |
$763 - $821
|
5.84K
$432K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
45New |
$3.12K - $3.36K
|
45
$3.33K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
11+ 61.11% |
$763 - $821
|
29
$2.14K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.94K+ 16.26% |
$134K - $145K
|
13.9K
$1.02M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.83KNew |
$197K - $212K
|
2.83K
$210K
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.73KNew |
$189K - $204K
|
2.73K
$202K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
99+ 2.08% |
$6.87K - $7.39K
|
4.87K
$360K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
874+ 13.38% |
$60.6K - $65.3K
|
7.41K
$548K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4.18KNew |
$290K - $312K
|
4.18K
$309K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2+ 1.05% |
$139 - $149
|
193
$14.3K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
231+ 2.55% |
$16K - $17.2K
|
9.28K
$686K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.08K- 23.41% |
$74.9K - $80.6K
|
3.53K
$261K
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
BUY
|
PUT |
200+ 0.14% |
$13.9K - $14.9K
|
139K
$10.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-113- 2.07% |
$7.84K - $8.44K
|
5.36K
$396K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
BUY
|
- |
94+ 2.22% |
$6.52K - $7.02K
|
4.33K
$320K
|
|