Purchases and Sales Made in Q2 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.52K- 8.25% |
$86.5K - $95.3K
|
16.9K
$1.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.6K- 21.73% |
$90.8K - $100K
|
5.75K
$401K
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-1.6K- 3.11% |
$91K - $100K
|
49.9K
$3.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.61K- 16.8% |
$91.8K - $101K
|
8K
$558K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.65K- 26.14% |
$93.6K - $103K
|
4.65K
$325K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.65K- 1.73% |
$93.9K - $103K
|
93.6K
$6.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
SELL
|
- |
-1.66K- 7.68% |
$94.7K - $104K
|
20K
$1.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.67K- 39.94% |
$94.8K - $104K
|
2.51K
$175K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-1.73K- 2.12% |
$98.3K - $108K
|
79.7K
$5.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.73K- 3.36% |
$98.7K - $109K
|
49.9K
$3.48M
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.82K- 0.38% |
$103K - $114K
|
480K
$33.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.89K- 32.07% |
$107K - $118K
|
4K
$279K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.12K- 16.86% |
$120K - $133K
|
10.4K
$728K
|
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
SELL
|
- |
-2.13K- 46.72% |
$121K - $133K
|
2.43K
$170K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.21K- 2.13% |
$126K - $139K
|
102K
$7.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.24K- 5.55% |
$127K - $140K
|
38.1K
$2.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-2.38K- 8.73% |
$135K - $149K
|
24.8K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-2.39K- 1.72% |
$136K - $150K
|
137K
$9.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-2.5K- 8.17% |
$142K - $157K
|
28.1K
$1.96M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-2.52K- 7.57% |
$143K - $158K
|
30.7K
$2.15M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.64K- 12.93% |
$150K - $165K
|
17.7K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-2.92K- 32.1% |
$166K - $183K
|
6.17K
$430K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.95K- 11.4% |
$168K - $184K
|
22.9K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.95K- 8.31% |
$168K - $185K
|
32.6K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-2.99K- 3.94% |
$170K - $187K
|
73K
$5.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Community Capital Management, LLC
|
SELL
|
- |
-3.1K- 14.69% |
$176K - $194K
|
18K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-3.18K- 12.98% |
$181K - $199K
|
21.3K
$1.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.32K- 20.54% |
$189K - $208K
|
12.8K
$897K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.45K- 4.42% |
$196K - $216K
|
74.6K
$5.21M
|
|
|
Jul 17, 2023
Q2 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-3.6K- 1.91% |
$205K - $225K
|
185K
$12.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-3.7K- 2.59% |
$211K - $232K
|
139K
$9.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.73K- 7.7% |
$212K - $234K
|
44.7K
$3.12M
|
|
|
Jul 19, 2023
Q2 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-3.95K- 16.15% |
$224K - $247K
|
20.5K
$1.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
SELL
|
- |
-4.79K- 5.68% |
$273K - $300K
|
79.6K
$5.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-5.99K- 19.16% |
$341K - $375K
|
25.3K
$1.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-6.13K- 12.93% |
$349K - $384K
|
41.2K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-6.26K- 6.91% |
$356K - $392K
|
84.3K
$5.89M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-6.31K- 3.74% |
$359K - $395K
|
163K
$11.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-7.5K- 11.01% |
$427K - $470K
|
60.6K
$4.23M
|
|
|
Aug 21, 2023
Q2 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-7.87K- 1.72% |
$448K - $493K
|
451K
$31.5M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-7.96K- 58.06% |
$453K - $498K
|
5.75K
$401K
|
|
|
Aug 09, 2023
Q2 2023
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-8.47K- 1.12% |
$482K - $531K
|
749K
$52.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-8.57K- 3.76% |
$488K - $537K
|
220K
$15.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-8.77K- 22.79% |
$499K - $549K
|
29.7K
$2.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
SELL
|
- |
-8.8K- 6.44% |
$501K - $551K
|
128K
$8.93M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-8.89K- 3.78% |
$506K - $557K
|
227K
$15.8M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-9.58K- 5.04% |
$545K - $600K
|
180K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-9.78K- 8.11% |
$557K - $613K
|
111K
$7.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-9.79K- 3.61% |
$557K - $613K
|
261K
$18.2M
|
|
|
Jul 27, 2023
Q2 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-10K- 3.19% |
$569K - $626K
|
304K
$21.2M
|