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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Quaero Capital S.A.
|
BUY
|
- |
7.16KNew |
$491K - $541K
|
7.16K
$529K
|
|
|
Aug 06, 2025
Q2 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
5.15KNew |
$353K - $389K
|
5.15K
$381K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
8New |
$549 - $604
|
8
$592
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.37KNew |
$368K - $405K
|
5.37K
$397K
|
|
|
Aug 05, 2025
Q2 2025
|
Ninepoint Partners LP
|
BUY
|
- |
1.31K+ 6.73% |
$89.7K - $98.8K
|
20.7K
$1.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-45- 65.22% |
$3.09K - $3.4K
|
24
$1.77K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 100.0% |
$274 - $302
|
8
$592
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-113- 17.74% |
$7.75K - $8.53K
|
524
$38.7K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-970- 97.0% |
$66.5K - $73.2K
|
30
$2.22K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
9New |
$617 - $680
|
9
$665
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-40- 30.3% |
$2.74K - $3.02K
|
92
$6.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Mqs Management LLC
|
BUY
|
- |
3.47KNew |
$238K - $262K
|
3.47K
$257K
|
|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.06K+ 0.08% |
$72.9K - $80.3K
|
1.33M
$98.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2New |
$137 - $151
|
2
$148
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
56New |
$3.84K - $4.23K
|
56
$4.14K
|
|
|
Jul 30, 2025
Q2 2025
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-2.31K- 13.75% |
$158K - $174K
|
14.5K
$1.07M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9+ 0.26% |
$617 - $680
|
3.44K
$254K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 4.17% |
$68.6 - $75.5
|
25
$1.85K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
442+ 15.57% |
$30.3K - $33.4K
|
3.28K
$243K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$686 - $755
|
10
$739
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.01KNew |
$207K - $227K
|
3.01K
$223K
|
|
|
Jul 28, 2025
Q2 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
CALL |
62.9KNew |
$4.31M - $4.75M
|
62.9K
$4.65M
|
|
|
Jul 28, 2025
Q2 2025
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
3.39KNew |
$233K - $256K
|
3.39K
$251K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
53New |
$3.63K - $4K
|
53
$3.92K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
6.42K+ 36.12% |
$440K - $485K
|
24.2K
$1.79M
|
|
|
Jul 24, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
14.1KNew |
$964K - $1.06M
|
14.1K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
105+ 18.92% |
$7.2K - $7.93K
|
660
$48.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-105- 1.51% |
$7.2K - $7.93K
|
6.87K
$508K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-200- 68.73% |
$13.7K - $15.1K
|
91
$6.73K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 80.0% |
$274 - $302
|
9
$665
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.67KNew |
$252K - $277K
|
3.67K
$271K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
23New |
$1.58K - $1.74K
|
23
$1.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.38K- 22.15% |
$163K - $180K
|
8.36K
$618K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 2.66% |
$1.65K - $1.81K
|
926
$68.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
24New |
$1.65K - $1.81K
|
24
$1.77K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
300+ 127.66% |
$20.6K - $22.7K
|
535
$39.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
13.2KNew |
$906K - $998K
|
13.2K
$977K
|
|
|
Jul 18, 2025
Q2 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-8.13K- 54.27% |
$557K - $614K
|
6.85K
$506K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
28+ 16.57% |
$1.92K - $2.11K
|
197
$14.6K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
555+ 7.6% |
$38.1K - $41.9K
|
7.86K
$581K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 8.57% |
$206 - $227
|
38
$2.81K
|
|
|
Jul 16, 2025
Q2 2025
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.05KNew |
$209K - $230K
|
3.05K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-30- 46.88% |
$2.06K - $2.27K
|
34
$2.51K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 100.0% |
$343 - $378
|
10
$739
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 98.28% |
$27.4K - $30.2K
|
7
$518
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
3.1KNew |
$213K - $234K
|
3.1K
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-114K- 5.3% |
$7.83M - $8.63M
|
2.04M
$151M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-20- 16.67% |
$1.37K - $1.51K
|
100
$7.39K
|
|
|
Jul 10, 2025
Q2 2025
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
6.3K+ 5.97% |
$432K - $476K
|
112K
$8.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 1.27% |
$10.3K - $11.3K
|
11.7K
$862K
|
|