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 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-49- 1.51% |
$3.36K - $3.7K
|
3.2K
$236K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-53- 24.31% |
$3.63K - $4K
|
165
$12.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-54- 2.82% |
$3.7K - $4.08K
|
1.86K
$137K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-55- 42.64% |
$3.77K - $4.15K
|
74
$5.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-56- 0.45% |
$3.84K - $4.23K
|
12.4K
$916K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-68- 0.98% |
$4.66K - $5.13K
|
6.86K
$508K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-86- 1.83% |
$5.9K - $6.49K
|
4.62K
$342K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-95- 32.2% |
$6.51K - $7.17K
|
200
$14.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-97- 1.81% |
$6.65K - $7.32K
|
5.26K
$389K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-98- 1.05% |
$6.72K - $7.4K
|
9.23K
$683K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-100- 0.88% |
$6.86K - $7.55K
|
11.2K
$831K
|
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-105- 1.51% |
$7.2K - $7.93K
|
6.87K
$508K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-106- 0.64% |
$7.27K - $8K
|
16.4K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-110- 2.44% |
$7.54K - $8.31K
|
4.41K
$326K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-113- 17.74% |
$7.75K - $8.53K
|
524
$38.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-121- 19.27% |
$8.3K - $9.14K
|
507
$37.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-135- 4.9% |
$9.26K - $10.2K
|
2.62K
$194K
|
|
|
Oct 17, 2025
Q2 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-141- 39.61% |
$9.67K - $10.6K
|
215
$15.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-145- 1.94% |
$9.94K - $10.9K
|
7.34K
$543K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-145- 0.39% |
$9.94K - $10.9K
|
36.6K
$2.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-146- 13.87% |
$10K - $11K
|
907
$67.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-147- 3.72% |
$10.1K - $11.1K
|
3.81K
$281K
|
|
|
Jul 31, 2025
Q2 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-150- 3.23% |
$10.3K - $11.3K
|
4.5K
$332K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-150- 1.27% |
$10.3K - $11.3K
|
11.7K
$862K
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-151- 11.47% |
$10.4K - $11.4K
|
1.17K
$86.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-154- 7.83% |
$10.6K - $11.6K
|
1.81K
$134K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-159- 5.1% |
$10.9K - $12K
|
2.96K
$219K
|
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
SELL
|
- |
-173- 2.4% |
$11.9K - $13.1K
|
7.03K
$520K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-187- 4.13% |
$12.8K - $14.1K
|
4.35K
$321K
|
|
|
Jul 30, 2025
Q2 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-200- 1.27% |
$13.7K - $15.1K
|
15.5K
$1.15M
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-200- 68.73% |
$13.7K - $15.1K
|
91
$6.73K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
SELL
|
- |
-209- 3.0% |
$14.3K - $15.8K
|
6.77K
$500K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-219- 2.13% |
$15K - $16.5K
|
10.1K
$745K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-219- 2.38% |
$15K - $16.5K
|
8.96K
$663K
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-219- 3.94% |
$15K - $16.5K
|
5.34K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-221- 6.79% |
$15.2K - $16.7K
|
3.03K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-242- 0.63% |
$16.6K - $18.3K
|
38.1K
$2.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-259- 4.51% |
$17.8K - $19.6K
|
5.49K
$406K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-263- 6.84% |
$18K - $19.9K
|
3.58K
$265K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-265- 1.46% |
$18.2K - $20K
|
17.9K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-265- 5.88% |
$18.2K - $20K
|
4.24K
$313K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-266- 1.28% |
$18.2K - $20.1K
|
20.5K
$1.51M
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-275- 0.56% |
$18.9K - $20.8K
|
48.9K
$3.62M
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-288- 4.05% |
$19.7K - $21.7K
|
6.83K
$505K
|
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.86% |
$20.6K - $22.7K
|
15.8K
$1.17M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-309- 2.91% |
$21.2K - $23.3K
|
10.3K
$762K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-309- 3.22% |
$21.2K - $23.3K
|
9.29K
$687K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-313- 0.52% |
$21.5K - $23.6K
|
59.4K
$4.39M
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-344- 1.36% |
$23.6K - $26K
|
25K
$1.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-358- 2.7% |
$24.5K - $27K
|
12.9K
$954K
|
|