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 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
12+ 171.43% |
$823 - $906
|
19
$1.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12+ 0.53% |
$823 - $906
|
2.28K
$168K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
10New |
$686 - $755
|
10
$739
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
10+ 14.29% |
$686 - $755
|
80
$5.92K
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
9+ 0.26% |
$617 - $680
|
3.44K
$254K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
9New |
$617 - $680
|
9
$665
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
9New |
$617 - $680
|
9
$665
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
8New |
$549 - $604
|
8
$592
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
7+ 0.58% |
$480 - $529
|
1.22K
$90.3K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
7+ 31.82% |
$480 - $529
|
29
$2.14K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 71.43% |
$343 - $378
|
12
$887
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
5+ 62.5% |
$343 - $378
|
13
$961
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 100.0% |
$343 - $378
|
10
$739
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
5+ 71.43% |
$343 - $378
|
12
$887
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
4New |
$274 - $302
|
4
$296
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
4+ 100.0% |
$274 - $302
|
8
$592
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 80.0% |
$274 - $302
|
9
$665
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
3+ 8.57% |
$206 - $227
|
38
$2.81K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3+ 6.52% |
$206 - $227
|
49
$3.62K
|
|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
3New |
$206 - $227
|
3
$222
|
|
|
Jul 30, 2025
Q2 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2New |
$137 - $151
|
2
$148
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
BUY
|
- |
2+ 0.06% |
$137 - $151
|
3.46K
$256K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 4.17% |
$68.6 - $75.5
|
25
$1.85K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.58% |
$206 - $227
|
513
$37.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4- 0.08% |
$274 - $302
|
5.08K
$376K
|
|
|
Aug 15, 2025
Q2 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
SELL
|
- |
-5- 50.0% |
$343 - $378
|
5
$370
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-6Closed |
$411 - $453
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-7- 0.17% |
$480 - $529
|
4.22K
$312K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-7- 0.13% |
$480 - $529
|
5.3K
$392K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-10- 3.25% |
$686 - $755
|
298
$22K
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-11- 0.83% |
$754 - $831
|
1.32K
$97.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 8.0% |
$823 - $906
|
138
$10.2K
|
|
|
Jul 21, 2025
Q2 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-16- 13.68% |
$1.1K - $1.21K
|
101
$7.47K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-17- 0.29% |
$1.17K - $1.28K
|
5.85K
$433K
|
|
|
Jul 03, 2025
Q2 2025
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-19- 0.43% |
$1.3K - $1.43K
|
4.4K
$326K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-20- 16.67% |
$1.37K - $1.51K
|
100
$7.39K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-23- 0.04% |
$1.58K - $1.74K
|
64.2K
$4.75M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-24- 23.3% |
$1.65K - $1.81K
|
79
$5.84K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-30- 46.88% |
$2.06K - $2.27K
|
34
$2.51K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-37- 0.37% |
$2.54K - $2.79K
|
9.97K
$737K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-40- 30.3% |
$2.74K - $3.02K
|
92
$6.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-41- 2.51% |
$2.81K - $3.1K
|
1.59K
$118K
|
|
|
Jul 15, 2025
Q2 2025
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-42- 4.59% |
$2.88K - $3.17K
|
873
$64.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-42- 0.83% |
$2.88K - $3.17K
|
5.02K
$371K
|
|
|
Jul 08, 2025
Q2 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-42- 1.19% |
$2.88K - $3.17K
|
3.48K
$257K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-42- 0.44% |
$2.88K - $3.17K
|
9.47K
$701K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-45- 65.22% |
$3.09K - $3.4K
|
24
$1.77K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-47- 3.21% |
$3.22K - $3.55K
|
1.42K
$105K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-48- 1.55% |
$3.29K - $3.62K
|
3.05K
$226K
|
|