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 |
|---|---|---|---|---|---|---|---|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
574+ 2870.0% |
$39.4K - $43.3K
|
594
$43.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
566+ 5.43% |
$38.8K - $42.7K
|
11K
$812K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
561+ 4.16% |
$38.5K - $42.4K
|
14.1K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
555+ 7.6% |
$38.1K - $41.9K
|
7.86K
$581K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
546+ 27.91% |
$37.4K - $41.2K
|
2.5K
$185K
|
|
|
Jul 21, 2025
Q2 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
503+ 0.57% |
$34.5K - $38K
|
88.5K
$6.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
442+ 15.57% |
$30.3K - $33.4K
|
3.28K
$243K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
437+ 5.09% |
$30K - $33K
|
9.02K
$667K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
420+ 3.8% |
$28.8K - $31.7K
|
11.5K
$848K
|
|
|
Aug 14, 2025
Q2 2025
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
405+ 0.49% |
$27.8K - $30.6K
|
82.9K
$6.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Altfest L J & CO Inc
|
BUY
|
- |
397+ 3.6% |
$27.2K - $30K
|
11.4K
$844K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
395+ 2.18% |
$27.1K - $29.8K
|
18.5K
$1.37M
|
|
|
Jan 06, 2026
Q2 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
388+ 1.3% |
$26.6K - $29.3K
|
30.3K
$2.24M
|
|
|
Aug 07, 2025
Q2 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
354+ 1.53% |
$24.3K - $26.7K
|
23.4K
$1.73M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
351New |
$24.1K - $26.5K
|
351
$26K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
327New |
$22.4K - $24.7K
|
327
$24.2K
|
|
|
Jul 31, 2025
Q2 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
320+ 0.41% |
$21.9K - $24.2K
|
78.7K
$5.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
319+ 16.86% |
$21.9K - $24.1K
|
2.21K
$163K
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
311+ 3.51% |
$21.3K - $23.5K
|
9.17K
$678K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
304+ 6.05% |
$20.8K - $23K
|
5.33K
$394K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
300+ 127.66% |
$20.6K - $22.7K
|
535
$39.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Us) LLC
New York, NY |
BUY
|
- |
297+ 0.85% |
$20.4K - $22.4K
|
35.3K
$2.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
BUY
|
- |
260+ 0.41% |
$17.8K - $19.6K
|
63.9K
$4.72M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
242+ 3.84% |
$16.6K - $18.3K
|
6.54K
$483K
|
|
|
Jul 24, 2025
Q2 2025
|
Conning Inc.
|
BUY
|
- |
231+ 3.87% |
$15.8K - $17.4K
|
6.2K
$458K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
221+ 8.8% |
$15.2K - $16.7K
|
2.73K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
218+ 1.58% |
$14.9K - $16.5K
|
14K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
216New |
$14.8K - $16.3K
|
216
$16K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
210+ 1.69% |
$14.4K - $15.9K
|
12.7K
$936K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
201New |
$13.8K - $15.2K
|
201
$14.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
200+ 0.78% |
$13.7K - $15.1K
|
25.8K
$1.91M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.25% |
$13.7K - $15.1K
|
81.3K
$6.01M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
198+ 5.49% |
$13.6K - $15K
|
3.8K
$281K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
196+ 3.71% |
$13.4K - $14.8K
|
5.48K
$405K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
193+ 4.1% |
$13.2K - $14.6K
|
4.9K
$362K
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
187New |
$12.8K - $14.1K
|
187
$13.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
182+ 3.77% |
$12.5K - $13.7K
|
5.01K
$371K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
181+ 4.98% |
$12.4K - $13.7K
|
3.81K
$282K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
179+ 3.35% |
$12.3K - $13.5K
|
5.52K
$408K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
168+ 15.14% |
$11.5K - $12.7K
|
1.28K
$94.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Croban
Fremont, OH |
BUY
|
- |
167+ 1.2% |
$11.5K - $12.6K
|
14.1K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
159+ 2.33% |
$10.9K - $12K
|
6.99K
$517K
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
158New |
$10.8K - $11.9K
|
158
$11.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
158+ 0.68% |
$10.8K - $11.9K
|
23.5K
$1.74M
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
148+ 0.06% |
$10.1K - $11.2K
|
232K
$17.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Tobam
|
BUY
|
- |
145+ 35.02% |
$9.94K - $10.9K
|
559
$41.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
144+ 3.63% |
$9.87K - $10.9K
|
4.12K
$304K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
138+ 31.44% |
$9.46K - $10.4K
|
577
$42.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
130+ 2.49% |
$8.91K - $9.82K
|
5.35K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
122+ 5.64% |
$8.37K - $9.21K
|
2.29K
$169K
|
|