Purchases and Sales Made in Q2 2025 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q2 2025. 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 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 98.28% |
$27.4K - $30.2K
|
7
$518
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-400- 0.47% |
$27.4K - $30.2K
|
85.4K
$6.31M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-404- 0.23% |
$27.7K - $30.5K
|
172K
$12.7M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-430- 1.34% |
$29.5K - $32.5K
|
31.6K
$2.34M
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-445- 1.28% |
$30.5K - $33.6K
|
34.3K
$2.54M
|
|
|
Aug 15, 2025
Q2 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
SELL
|
- |
-448- 13.34% |
$30.7K - $33.8K
|
2.91K
$215K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-456- 0.67% |
$31.3K - $34.4K
|
67.3K
$4.97M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-483- 5.01% |
$33.1K - $36.5K
|
9.16K
$677K
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-495- 4.28% |
$33.9K - $37.4K
|
11.1K
$819K
|
|
|
Aug 13, 2025
Q2 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-500- 4.94% |
$34.3K - $37.8K
|
9.62K
$711K
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-528- 5.62% |
$36.2K - $39.9K
|
8.87K
$656K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-561- 6.48% |
$38.5K - $42.4K
|
8.09K
$598K
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-565- 13.12% |
$38.7K - $42.7K
|
3.74K
$277K
|
|
|
Aug 05, 2025
Q2 2025
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-576- 5.13% |
$39.5K - $43.5K
|
10.7K
$788K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-591- 4.4% |
$40.5K - $44.6K
|
12.9K
$950K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-666- 5.37% |
$45.7K - $50.3K
|
11.7K
$867K
|
|
|
Aug 11, 2025
Q2 2025
|
First American Trust, Fsb
|
SELL
|
- |
-705- 0.55% |
$48.3K - $53.2K
|
127K
$9.39M
|
|
|
Jul 31, 2025
Q2 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-753- 0.46% |
$51.6K - $56.9K
|
162K
$12M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-759Closed |
$52K - $57.3K
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-787- 88.43% |
$54K - $59.4K
|
103
$7.62K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-788- 16.9% |
$54K - $59.5K
|
3.87K
$286K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-795- 24.11% |
$54.5K - $60K
|
2.5K
$185K
|
|
|
Aug 14, 2025
Q2 2025
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-806- 18.04% |
$55.3K - $60.9K
|
3.66K
$271K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-827- 12.87% |
$56.7K - $62.4K
|
5.6K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-836- 4.48% |
$57.3K - $63.1K
|
17.8K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-841- 3.01% |
$57.7K - $63.5K
|
27.1K
$2M
|
|
|
Aug 06, 2025
Q2 2025
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-847- 0.42% |
$58.1K - $64K
|
201K
$14.8M
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-927- 15.84% |
$63.6K - $70K
|
4.92K
$364K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-940- 17.43% |
$64.5K - $71K
|
4.45K
$329K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-970- 97.0% |
$66.5K - $73.2K
|
30
$2.22K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-978- 10.08% |
$67.1K - $73.8K
|
8.73K
$645K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.01K- 20.54% |
$69K - $76K
|
3.89K
$288K
|
|
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.03K- 0.69% |
$70.6K - $77.8K
|
148K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
SELL
|
- |
-1.03K- 0.69% |
$70.6K - $77.8K
|
148K
$10.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-1.03K- 7.08% |
$70.6K - $77.8K
|
13.5K
$999K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.04K- 40.75% |
$71.2K - $78.5K
|
1.51K
$112K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.05K- 5.5% |
$71.9K - $79.2K
|
18K
$1.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-1.05K- 20.93% |
$72.1K - $79.4K
|
3.97K
$294K
|
|
|
Aug 14, 2025
Q2 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.06K- 2.74% |
$72.7K - $80K
|
37.7K
$2.78M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.08K- 2.82% |
$74.3K - $81.9K
|
37.3K
$2.76M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.1K- 19.16% |
$75.5K - $83.1K
|
4.65K
$343K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1.16K- 80.67% |
$79.8K - $87.9K
|
279
$20.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-1.2K- 14.13% |
$82.3K - $90.6K
|
7.29K
$539K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.22K- 10.05% |
$83.4K - $91.8K
|
10.9K
$804K
|
|
|
Aug 20, 2025
Q2 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.25K- 6.15% |
$85.7K - $94.4K
|
19.1K
$1.41M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.28K- 25.06% |
$87.4K - $96.3K
|
3.81K
$282K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.32K- 2.17% |
$90.8K - $100K
|
59.7K
$4.42M
|
|
|
Aug 14, 2025
Q2 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.35K- 25.43% |
$92.4K - $102K
|
3.95K
$292K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.38K- 4.65% |
$94.7K - $104K
|
28.3K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.43K- 5.32% |
$97.7K - $108K
|
25.4K
$1.88M
|
|