Purchases and Sales Made in Q1 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q1 2023. The information is specifically focused on institutions that hold shares of CMS ENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-78- 8.9% |
$4.51K - $5.1K
|
798
$55.7K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-78- 11.82% |
$4.51K - $5.1K
|
582
$40.6K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-82- 0.29% |
$4.74K - $5.36K
|
28.4K
$1.99M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-91- 2.55% |
$5.26K - $5.95K
|
3.48K
$243K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-93- 1.91% |
$5.37K - $6.08K
|
4.78K
$334K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-100- 2.38% |
$5.78K - $6.54K
|
4.11K
$287K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-104- 6.38% |
$6.01K - $6.8K
|
1.53K
$107K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-107- 34.19% |
$6.18K - $7K
|
206
$14.4K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-126- 8.9% |
$7.28K - $8.24K
|
1.29K
$90K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-154- 0.09% |
$8.9K - $10.1K
|
165K
$11.5M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-159- 3.45% |
$9.19K - $10.4K
|
4.45K
$311K
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-160- 1.01% |
$9.24K - $10.5K
|
15.7K
$1.09M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-165- 4.72% |
$9.53K - $10.8K
|
3.33K
$233K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-192- 12.7% |
$11.1K - $12.6K
|
1.32K
$92.2K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-200- 0.63% |
$11.6K - $13.1K
|
31.6K
$2.21M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-205- 6.08% |
$11.8K - $13.4K
|
3.17K
$221K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-208- 15.0% |
$12K - $13.6K
|
1.18K
$82.3K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-219- 28.78% |
$12.7K - $14.3K
|
542
$37.8K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-239- 28.76% |
$13.8K - $15.6K
|
592
$41.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-258- 16.82% |
$14.9K - $16.9K
|
1.28K
$89.1K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-259- 2.89% |
$15K - $16.9K
|
8.7K
$607K
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-323- 0.1% |
$18.7K - $21.1K
|
314K
$21.9M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-327- 5.28% |
$18.9K - $21.4K
|
5.87K
$410K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-374- 9.51% |
$21.6K - $24.5K
|
3.56K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-394- 93.81% |
$22.8K - $25.8K
|
26
$1.82K
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.9% |
$23.1K - $26.2K
|
13.4K
$936K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-400- 3.62% |
$23.1K - $26.2K
|
10.6K
$743K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-439- 0.84% |
$25.4K - $28.7K
|
51.6K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-501- 1.92% |
$28.9K - $32.8K
|
25.6K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-514- 1.37% |
$29.7K - $33.6K
|
36.9K
$2.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-574- 1.9% |
$33.2K - $37.5K
|
29.7K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-576- 8.58% |
$33.3K - $37.7K
|
6.13K
$428K
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-612- 0.79% |
$35.4K - $40K
|
77.3K
$5.4M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-658- 0.87% |
$38K - $43K
|
75.1K
$5.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-668- 10.37% |
$38.6K - $43.7K
|
5.78K
$403K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-701- 5.03% |
$40.5K - $45.8K
|
13.2K
$924K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-709- 11.13% |
$41K - $46.4K
|
5.66K
$395K
|
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-712- 1.03% |
$41.1K - $46.6K
|
68.1K
$4.76M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-734- 8.98% |
$42.4K - $48K
|
7.44K
$520K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-739- 40.58% |
$42.7K - $48.3K
|
1.08K
$75.5K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-763Closed |
$44.1K - $49.9K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-771- 9.27% |
$44.5K - $50.4K
|
7.54K
$527K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-864- 19.73% |
$49.9K - $56.5K
|
3.52K
$245K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-939- 8.9% |
$54.3K - $61.4K
|
9.61K
$671K
|
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-967- 1.39% |
$55.9K - $63.2K
|
68.7K
$4.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-997- 15.29% |
$57.6K - $65.2K
|
5.52K
$386K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.05K- 11.25% |
$60.7K - $68.7K
|
8.29K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.1K- 21.25% |
$63.6K - $71.9K
|
4.08K
$285K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.1K- 90.11% |
$63.7K - $72.1K
|
121
$8.45K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.11K- 16.19% |
$64.3K - $72.7K
|
5.76K
$402K
|