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 10, 2025
Q3 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.58K- 1.59% |
$248K - $267K
|
222K
$16.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Xponance, Inc.
|
SELL
|
- |
-8.81K- 15.9% |
$611K - $658K
|
46.6K
$3.44M
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
9.2K+ 1.56% |
$638K - $687K
|
601K
$44.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-6.91K- 18.52% |
$479K - $516K
|
30.4K
$2.25M
|
|
|
Nov 10, 2025
Q3 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
58+ 0.64% |
$4.02K - $4.33K
|
9.08K
$671K
|
|
|
Nov 10, 2025
Q3 2025
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-77.3K- 12.63% |
$5.36M - $5.77M
|
535K
$39.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
45New |
$3.12K - $3.36K
|
45
$3.33K
|
|
|
Nov 10, 2025
Q3 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
5New |
$347 - $373
|
5
$370
|
|
|
Nov 10, 2025
Q3 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6New |
$416 - $448
|
6
$444
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.72K+ 13.2% |
$674K - $726K
|
83.4K
$6.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.14KNew |
$218K - $234K
|
3.14K
$232K
|
|
|
Nov 07, 2025
Q3 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
44+ 366.67% |
$3.05K - $3.29K
|
56
$4.14K
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
298+ 0.38% |
$20.7K - $22.3K
|
79K
$5.84M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.45M- 19.04% |
$309M - $332M
|
18.9M
$1.4B
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.04K- 2.74% |
$71.9K - $77.4K
|
36.8K
$2.72M
|
|
|
Nov 07, 2025
Q3 2025
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4- 0.04% |
$277 - $299
|
9.54K
$705K
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
126K+ 0.32% |
$8.75M - $9.42M
|
39.2M
$2.9B
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
10.3K+ 41.04% |
$716K - $771K
|
35.5K
$2.62M
|
|
|
Nov 07, 2025
Q3 2025
|
Tobam
|
BUY
|
- |
437+ 78.18% |
$30.3K - $32.6K
|
996
$73.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-1- 0.02% |
$69.4 - $74.7
|
4.82K
$356K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
75+ 4.71% |
$5.2K - $5.6K
|
1.67K
$123K
|
|
|
Nov 07, 2025
Q3 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-606- 10.98% |
$42K - $45.3K
|
4.91K
$363K
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 29.18% |
$116K - $125K
|
7.41K
$548K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-278- 6.02% |
$19.3K - $20.8K
|
4.34K
$321K
|
|
|
Nov 07, 2025
Q3 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-812- 1.98% |
$56.3K - $60.6K
|
40.3K
$2.98M
|
|
|
Nov 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.21K+ 53.21% |
$222K - $239K
|
9.23K
$683K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.94K- 24.19% |
$135K - $145K
|
6.08K
$450K
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-3.42K- 1.99% |
$237K - $255K
|
168K
$12.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.25KNew |
$226K - $243K
|
3.25K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Reaves W H & CO Inc
|
BUY
|
- |
276K+ 14.76% |
$19.2M - $20.6M
|
2.15M
$159M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.25K- 23.73% |
$295K - $317K
|
13.7K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
2.83KNew |
$196K - $211K
|
2.83K
$209K
|
|
|
Nov 06, 2025
Q3 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
252+ 4.84% |
$17.5K - $18.8K
|
5.46K
$403K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.48K+ 147.0% |
$519K - $558K
|
12.6K
$929K
|
|
|
Nov 06, 2025
Q3 2025
|
Ing Groep Nv
|
BUY
|
- |
52.3K+ 8.92% |
$3.63M - $3.91M
|
639K
$47.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.37K+ 7.02% |
$95.2K - $102K
|
20.9K
$1.55M
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
13.7K+ 1.99% |
$954K - $1.03M
|
704K
$52.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
43.5KNew |
$3.01M - $3.24M
|
43.5K
$3.21M
|
|
|
Nov 06, 2025
Q3 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1+ 0.83% |
$69.4 - $74.7
|
122
$9.02K
|
|
|
Nov 06, 2025
Q3 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
27+ 75.0% |
$1.87K - $2.02K
|
63
$4.66K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
3.38K+ 3.2% |
$234K - $252K
|
109K
$8.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-784- 4.35% |
$54.4K - $58.5K
|
17.2K
$1.27M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
149+ 0.8% |
$10.3K - $11.1K
|
18.7K
$1.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
3.05K+ 4.95% |
$211K - $227K
|
64.6K
$4.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.91K+ 168.23% |
$618K - $665K
|
14.2K
$1.05M
|
|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-49.5K- 53.66% |
$3.43M - $3.69M
|
42.7K
$3.16M
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
246+ 4.91% |
$17.1K - $18.4K
|
5.26K
$389K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-286- 46.43% |
$19.8K - $21.4K
|
330
$24.4K
|
|
|
Nov 06, 2025
Q3 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-575- 11.68% |
$39.9K - $42.9K
|
4.35K
$322K
|
|
|
Nov 06, 2025
Q3 2025
|
Abrdn PLC
|
SELL
|
- |
-80.9K- 9.55% |
$5.61M - $6.04M
|
766K
$56.7M
|
|