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 05, 2026
Q3 2024
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
10New |
$587 - $706
|
10
$739
|
|
|
Nov 12, 2025
Q3 2024
|
Norges Bank
Oslo, Q8 |
SELL
|
- |
-1.31M- 37.86% |
$76.6M - $92.2M
|
2.14M
$158M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.37KNew |
$139K - $168K
|
2.37K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.52KNew |
$207K - $248K
|
3.52K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
31.4K+ 470.17% |
$1.84M - $2.22M
|
38.1K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
CALL |
38.5KNew |
$2.26M - $2.72M
|
38.5K
$2.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Yaupon Capital Management LP
New York, NY |
SELL
|
- |
-124K- 26.98% |
$7.26M - $8.74M
|
335K
$24.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.24K+ 27.92% |
$249K - $299K
|
19.4K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
CALL |
409KNew |
$24M - $28.9M
|
409K
$30.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-4.03K- 15.43% |
$237K - $285K
|
22.1K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-336- 0.27% |
$19.7K - $23.7K
|
125K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
SELL
|
- |
-11.1K- 77.03% |
$649K - $781K
|
3.3K
$244K
|
|
|
Nov 14, 2024
Q3 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
15.3K+ 42.03% |
$898K - $1.08M
|
51.7K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14New |
$822 - $989
|
14
$1.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-442- 10.33% |
$25.9K - $31.2K
|
3.84K
$284K
|
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
12+ 1.75% |
$704 - $847
|
698
$51.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
19.1KNew |
$1.12M - $1.35M
|
19.1K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
7.2KNew |
$423K - $509K
|
7.2K
$533K
|
|
|
Nov 13, 2024
Q3 2024
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
1.8K+ 17.31% |
$106K - $127K
|
12.2K
$902K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
69New |
$4.05K - $4.87K
|
69
$5.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
9KNew |
$528K - $636K
|
9K
$665K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
1.3KNew |
$76.3K - $91.8K
|
1.3K
$96.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.94K+ 43.03% |
$114K - $137K
|
6.45K
$477K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Eight Capital, LP
|
BUY
|
- |
3.41KNew |
$200K - $241K
|
3.41K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
- |
155KNew |
$9.08M - $10.9M
|
155K
$11.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.32K- 12.75% |
$77.2K - $92.9K
|
9K
$666K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
52New |
$3.05K - $3.67K
|
52
$3.84K
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-28.7K- 94.88% |
$1.69M - $2.03M
|
1.55K
$115K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
106K+ 2704.33% |
$6.2M - $7.46M
|
110K
$8.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.09KNew |
$63.8K - $76.8K
|
1.09K
$80.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
768+ 21.81% |
$45.1K - $54.2K
|
4.29K
$317K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.3K+ 1.6% |
$76.3K - $91.8K
|
82.7K
$6.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
66New |
$3.87K - $4.66K
|
66
$4.88K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.7K- 71.08% |
$159K - $191K
|
1.1K
$81.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-408- 11.79% |
$23.9K - $28.8K
|
3.05K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-336- 18.38% |
$19.7K - $23.7K
|
1.49K
$110K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
5.05KNew |
$296K - $357K
|
5.05K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.04KNew |
$60.9K - $73.3K
|
1.04K
$76.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-5.8K- 7.78% |
$341K - $410K
|
68.8K
$5.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
141New |
$8.28K - $9.96K
|
141
$10.4K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
2New |
$117 - $141
|
2
$148
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
5New |
$294 - $353
|
5
$370
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
221New |
$13K - $15.6K
|
221
$16.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
12New |
$704 - $847
|
12
$887
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
200+ 370.37% |
$11.7K - $14.1K
|
254
$18.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2.42KNew |
$142K - $171K
|
2.42K
$179K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
163+ 25.67% |
$9.57K - $11.5K
|
798
$59K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-2.15K- 13.5% |
$126K - $152K
|
13.8K
$1.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-92- 88.46% |
$5.4K - $6.5K
|
12
$887
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.57KNew |
$209K - $252K
|
3.57K
$264K
|
|