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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
102K+ 7.35% |
$7.08M - $7.62M
|
1.49M
$110M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
36.8K+ 31.04% |
$2.55M - $2.75M
|
155K
$11.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-11.6K- 2.03% |
$806K - $867K
|
561K
$41.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.21K- 4.03% |
$223K - $240K
|
76.4K
$5.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.57KNew |
$317K - $341K
|
4.57K
$338K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-204- 2.21% |
$14.2K - $15.2K
|
9.04K
$668K
|
|
|
Nov 12, 2025
Q3 2025
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
23.9KNew |
$1.66M - $1.78M
|
23.9K
$1.77M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-69- 85.19% |
$4.79K - $5.15K
|
12
$887
|
|
|
Nov 12, 2025
Q3 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-264K- 15.39% |
$18.3M - $19.7M
|
1.45M
$107M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-460- 6.7% |
$31.9K - $34.3K
|
6.4K
$474K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
SELL
|
- |
-693- 17.94% |
$48.1K - $51.7K
|
3.17K
$234K
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
SELL
|
- |
-885- 0.71% |
$61.4K - $66.1K
|
124K
$9.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Hilton Capital Management, LLC
|
BUY
|
- |
1.39K+ 5.53% |
$96.4K - $104K
|
26.5K
$1.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
14+ 7.95% |
$971 - $1.05K
|
190
$14K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-600- 0.32% |
$41.6K - $44.8K
|
190K
$14M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.59K- 3.33% |
$110K - $118K
|
46K
$3.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
886K+ 67.67% |
$61.4M - $66.1M
|
2.19M
$162M
|
|
|
Nov 12, 2025
Q3 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-2.42K- 10.08% |
$168K - $181K
|
21.6K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-650- 16.46% |
$45.1K - $48.5K
|
3.3K
$244K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.35K- 3.13% |
$93.7K - $101K
|
41.9K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
36+ 1.01% |
$2.5K - $2.69K
|
3.61K
$267K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.99K+ 2.19% |
$485K - $522K
|
327K
$24.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-12.1K- 6.89% |
$842K - $906K
|
164K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
13KNew |
$902K - $971K
|
13K
$962K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.88K- 28.67% |
$199K - $215K
|
7.15K
$529K
|
|
|
Nov 10, 2025
Q3 2025
|
Tredje Ap Fonden
|
SELL
|
- |
-131K- 30.19% |
$9.06M - $9.75M
|
302K
$22.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
18.3K+ 2.14% |
$1.27M - $1.37M
|
876K
$64.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
CALL |
10.6KNew |
$735K - $792K
|
10.6K
$784K
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-3.2K- 4.11% |
$222K - $239K
|
74.7K
$5.52M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
233+ 7766.67% |
$16.2K - $17.4K
|
236
$17.4K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-437- 11.48% |
$30.3K - $32.6K
|
3.37K
$249K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
221+ 0.7% |
$15.3K - $16.5K
|
31.8K
$2.35M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.15K+ 36.07% |
$149K - $160K
|
8.09K
$598K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
12.3K+ 0.64% |
$850K - $915K
|
1.94M
$143M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-137- 2.95% |
$9.5K - $10.2K
|
4.51K
$333K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
226+ 1.38% |
$15.7K - $16.9K
|
16.6K
$1.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-99- 3.62% |
$6.87K - $7.39K
|
2.63K
$195K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-119- 4.18% |
$8.26K - $8.89K
|
2.73K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
975+ 0.34% |
$67.6K - $72.8K
|
291K
$21.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-152- 3.41% |
$10.5K - $11.3K
|
4.31K
$319K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
70+ 4.45% |
$4.86K - $5.23K
|
1.64K
$121K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.72% |
$69.4 - $74.7
|
137
$10.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.77KNew |
$192K - $207K
|
2.77K
$205K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 0.24% |
$347 - $373
|
2.04K
$151K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
SELL
|
- |
-168- 0.49% |
$11.7K - $12.5K
|
33.8K
$2.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.44K+ 21.77% |
$100K - $108K
|
8.07K
$597K
|
|
|
Nov 10, 2025
Q3 2025
|
First American Trust, Fsb
|
BUY
|
- |
508+ 0.4% |
$35.2K - $37.9K
|
127K
$9.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
140K+ 382.31% |
$9.75M - $10.5M
|
177K
$13.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Td Asset Management Inc
|
SELL
|
- |
-56K- 6.18% |
$3.88M - $4.18M
|
850K
$62.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
38.9K+ 19.42% |
$2.7M - $2.91M
|
240K
$17.7M
|
|