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 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-449- 11.59% |
$31.1K - $33.5K
|
3.43K
$253K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
75New |
$5.2K - $5.6K
|
75
$5.55K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
143+ 10.08% |
$9.92K - $10.7K
|
1.56K
$115K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
79+ 2.4% |
$5.48K - $5.9K
|
3.37K
$249K
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-94- 2.23% |
$6.52K - $7.02K
|
4.13K
$305K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.65K- 5.07% |
$115K - $123K
|
30.9K
$2.29M
|
|
|
Oct 15, 2025
Q3 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
3.2K+ 19.57% |
$222K - $239K
|
19.6K
$1.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-18.5K- 39.68% |
$1.29M - $1.38M
|
28.2K
$2.08M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
709+ 5.4% |
$49.2K - $52.9K
|
13.8K
$1.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Walker Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$192K - $207K
|
2.77K
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
178+ 1.42% |
$12.3K - $13.3K
|
12.7K
$938K
|
|
|
Oct 14, 2025
Q3 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
240+ 27.49% |
$16.6K - $17.9K
|
1.11K
$82.3K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
726+ 29.02% |
$50.4K - $54.2K
|
3.23K
$239K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-4.54K- 8.46% |
$315K - $339K
|
49.1K
$3.63M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-75- 0.11% |
$5.2K - $5.6K
|
66.3K
$4.9M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-3- 13.04% |
$208 - $224
|
20
$1.48K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$69.4 - $74.7
|
1
$73.9
|
|
|
Oct 10, 2025
Q3 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-8.79K- 46.4% |
$610K - $657K
|
10.2K
$751K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.56KNew |
$247K - $266K
|
3.56K
$263K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
60+ 47.62% |
$4.16K - $4.48K
|
186
$13.8K
|
|
|
Oct 10, 2025
Q3 2025
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
109New |
$7.56K - $8.14K
|
109
$8.06K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1New |
$69.4 - $74.7
|
1
$73.9
|
|
|
Oct 09, 2025
Q3 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4.53K- 3.46% |
$314K - $338K
|
126K
$9.34M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 41.67% |
$347 - $373
|
17
$1.26K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-19.4K- 22.08% |
$1.35M - $1.45M
|
68.6K
$5.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
33New |
$2.29K - $2.46K
|
33
$2.44K
|
|
|
Oct 08, 2025
Q3 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.91K+ 3.98% |
$202K - $217K
|
76K
$5.62M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-150- 3.34% |
$10.4K - $11.2K
|
4.35K
$321K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-100- 19.49% |
$6.94K - $7.47K
|
413
$30.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-36.9K- 90.63% |
$2.56M - $2.75M
|
3.81K
$282K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.23KNew |
$85.1K - $91.6K
|
1.23K
$90.7K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
24.4K+ 769.54% |
$1.69M - $1.82M
|
27.5K
$2.03M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
20New |
$1.39K - $1.49K
|
20
$1.48K
|
|
|
Oct 06, 2025
Q3 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-1.09K- 8.57% |
$75.3K - $81K
|
11.6K
$855K
|
|
|
Oct 06, 2025
Q3 2025
|
Oak Thistle LLC
|
SELL
|
- |
-13.4K- 60.57% |
$926K - $997K
|
8.69K
$643K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
SELL
|
- |
-366- 2.47% |
$25.4K - $27.3K
|
14.4K
$1.07M
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.01K+ 155.59% |
$347K - $374K
|
8.23K
$608K
|
|
| Q2 2025 | |||||||
|
Dec 18, 2025
Q2 2025
|
Danske Bank A/S
Copenhagen K, G7 |
BUY
|
- |
4.1K+ 60.29% |
$281K - $310K
|
10.9K
$806K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-131K- 12.65% |
$9.01M - $9.92M
|
908K
$67.1M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.28K- 25.06% |
$87.4K - $96.3K
|
3.81K
$282K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-141- 39.61% |
$9.67K - $10.6K
|
215
$15.9K
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
574+ 2870.0% |
$39.4K - $43.3K
|
594
$43.9K
|
|
|
Sep 24, 2025
Q2 2025
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-12.2K- 36.94% |
$837K - $921K
|
20.8K
$1.54M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
22New |
$1.51K - $1.66K
|
22
$1.63K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
187New |
$12.8K - $14.1K
|
187
$13.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
16.3KNew |
$1.12M - $1.23M
|
16.3K
$1.21M
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-5- 50.0% |
$343 - $378
|
5
$370
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
64New |
$4.39K - $4.83K
|
64
$4.73K
|
|
|
Aug 14, 2025
Q2 2025
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-131K- 80.39% |
$8.97M - $9.87M
|
31.9K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Axa S.A.
Paris, I0 |
BUY
|
- |
25.3KNew |
$1.73M - $1.91M
|
25.3K
$1.87M
|
|