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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
121New |
$8.3K - $9.14K
|
121
$8.95K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
119+ 3.91% |
$8.16K - $8.99K
|
3.17K
$234K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
105+ 14.64% |
$7.2K - $7.93K
|
822
$60.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
105+ 18.92% |
$7.2K - $7.93K
|
660
$48.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
104+ 0.73% |
$7.13K - $7.85K
|
14.4K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
100+ 24.21% |
$6.86K - $7.55K
|
513
$37.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
100New |
$6.86K - $7.55K
|
100
$7.39K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
98New |
$6.72K - $7.4K
|
98
$7.25K
|
|
|
Aug 12, 2025
Q2 2025
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
93+ 8.68% |
$6.38K - $7.02K
|
1.16K
$86.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
90+ 1.33% |
$6.17K - $6.8K
|
6.88K
$509K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
90+ 1.92% |
$6.17K - $6.8K
|
4.77K
$353K
|
|
|
Jul 10, 2025
Q2 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
90+ 0.35% |
$6.17K - $6.8K
|
25.8K
$1.91M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
84New |
$5.76K - $6.34K
|
84
$6.21K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
71+ 94.67% |
$4.87K - $5.36K
|
146
$10.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
69+ 0.67% |
$4.73K - $5.21K
|
10.4K
$768K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
64New |
$4.39K - $4.83K
|
64
$4.73K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
60+ 6.9% |
$4.11K - $4.53K
|
930
$68.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
58New |
$3.98K - $4.38K
|
58
$4.29K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
56New |
$3.84K - $4.23K
|
56
$4.14K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
53New |
$3.63K - $4K
|
53
$3.92K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
52+ 0.11% |
$3.57K - $3.93K
|
49.1K
$3.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
50+ 35.46% |
$3.43K - $3.78K
|
191
$14.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
49+ 980.0% |
$3.36K - $3.7K
|
54
$3.99K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
48+ 0.39% |
$3.29K - $3.62K
|
12.3K
$910K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
46+ 7.77% |
$3.15K - $3.47K
|
638
$47.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
40+ 0.42% |
$2.74K - $3.02K
|
9.54K
$706K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
38+ 3.8% |
$2.61K - $2.87K
|
1.04K
$76.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
36New |
$2.47K - $2.72K
|
36
$2.66K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
35+ 3.22% |
$2.4K - $2.64K
|
1.12K
$83K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.83% |
$2.4K - $2.64K
|
4.23K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
33+ 0.86% |
$2.26K - $2.49K
|
3.86K
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
31+ 0.82% |
$2.13K - $2.34K
|
3.8K
$281K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
29+ 1.93% |
$1.99K - $2.19K
|
1.53K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
29+ 19.73% |
$1.99K - $2.19K
|
176
$13K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
28+ 16.57% |
$1.92K - $2.11K
|
197
$14.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
26+ 3.01% |
$1.78K - $1.96K
|
891
$65.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Stiles Financial Services Inc
|
BUY
|
- |
26+ 0.78% |
$1.78K - $1.96K
|
3.35K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
26+ 37.14% |
$1.78K - $1.96K
|
96
$7.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
25New |
$1.71K - $1.89K
|
25
$1.85K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
24+ 2.66% |
$1.65K - $1.81K
|
926
$68.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
24New |
$1.65K - $1.81K
|
24
$1.77K
|
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
23New |
$1.58K - $1.74K
|
23
$1.7K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
22New |
$1.51K - $1.66K
|
22
$1.63K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
19+ 0.53% |
$1.3K - $1.43K
|
3.57K
$264K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
17+ 0.53% |
$1.17K - $1.28K
|
3.22K
$238K
|
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16+ 0.79% |
$1.1K - $1.21K
|
2.05K
$151K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
15+ 0.18% |
$1.03K - $1.13K
|
8.15K
$603K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
15+ 13.51% |
$1.03K - $1.13K
|
126
$9.32K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
14+ 0.11% |
$960 - $1.06K
|
12.5K
$924K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
14New |
$960 - $1.06K
|
14
$1.04K
|
|