Purchases and Sales Made in Q3 2025 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
10.5K+ 125.99% |
$728K - $784K
|
18.8K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
10.5K+ 19.42% |
$728K - $783K
|
64.5K
$4.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
10.3K+ 41.04% |
$716K - $771K
|
35.5K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10.1K+ 7.71% |
$704K - $758K
|
142K
$10.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.1K+ 463.84% |
$703K - $757K
|
12.3K
$911K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.98K+ 436.47% |
$692K - $745K
|
12.3K
$907K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.82K+ 19.45% |
$681K - $733K
|
60.3K
$4.46M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.72K+ 13.2% |
$674K - $726K
|
83.4K
$6.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
9.31K+ 280.06% |
$646K - $695K
|
12.6K
$934K
|
|
|
Nov 10, 2025
Q3 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
9.2K+ 1.56% |
$638K - $687K
|
601K
$44.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
8.91K+ 168.23% |
$618K - $665K
|
14.2K
$1.05M
|
|
|
Oct 23, 2025
Q3 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
8.45K+ 32.68% |
$586K - $631K
|
34.3K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.13K+ 81.52% |
$564K - $607K
|
18.1K
$1.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.62KNew |
$529K - $569K
|
7.62K
$563K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
BUY
|
- |
7.48K+ 147.0% |
$519K - $558K
|
12.6K
$929K
|
|
|
Nov 14, 2025
Q3 2025
|
Woodline Partners LP
San Francisco, CA |
BUY
|
- |
7.21K+ 22.27% |
$500K - $538K
|
39.6K
$2.93M
|
|
|
Oct 31, 2025
Q3 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
7.1K+ 9.52% |
$493K - $530K
|
81.7K
$6.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
6.99K+ 2.19% |
$485K - $522K
|
327K
$24.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Van Eck Associates Corp
|
BUY
|
- |
6.85K+ 6.51% |
$475K - $511K
|
112K
$8.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
6.83K+ 226.13% |
$474K - $510K
|
9.85K
$728K
|
|
|
Nov 14, 2025
Q3 2025
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
6.72K+ 92.13% |
$466K - $502K
|
14K
$1.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.33K+ 101.75% |
$439K - $473K
|
12.5K
$928K
|
|
|
Nov 05, 2025
Q3 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
5.99K+ 96.49% |
$416K - $447K
|
12.2K
$902K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.97K+ 3.24% |
$414K - $446K
|
190K
$14.1M
|
|
|
Nov 13, 2025
Q3 2025
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
5.48K+ 0.84% |
$380K - $409K
|
660K
$48.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.46K+ 5.99% |
$379K - $407K
|
96.6K
$7.14M
|
|
|
Nov 13, 2025
Q3 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
5.34K+ 7.25% |
$371K - $399K
|
79K
$5.84M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.21K+ 0.69% |
$362K - $389K
|
763K
$56.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.06KNew |
$351K - $378K
|
5.06K
$374K
|
|
|
Oct 03, 2025
Q3 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.01K+ 155.59% |
$347K - $374K
|
8.23K
$608K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.99K+ 28.0% |
$346K - $372K
|
22.8K
$1.69M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.91K+ 12.13% |
$340K - $366K
|
45.4K
$3.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
4.85K+ 551.02% |
$336K - $362K
|
5.73K
$424K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
4.8KNew |
$333K - $358K
|
4.8K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.69K+ 14.78% |
$326K - $351K
|
36.5K
$2.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
4.6K+ 66.54% |
$319K - $343K
|
11.5K
$850K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.57KNew |
$317K - $341K
|
4.57K
$338K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.56K+ 16.31% |
$316K - $340K
|
32.5K
$2.4M
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.53K+ 4.0% |
$314K - $338K
|
118K
$8.72M
|
|
|
Nov 03, 2025
Q3 2025
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
4.48K+ 1.11% |
$311K - $335K
|
409K
$30.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.43K+ 19.13% |
$307K - $331K
|
27.6K
$2.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.35K+ 233.73% |
$301K - $324K
|
6.2K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
4.34KNew |
$301K - $324K
|
4.34K
$321K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
BUY
|
- |
4.19KNew |
$291K - $313K
|
4.19K
$310K
|
|
|
Oct 17, 2025
Q3 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
4.18KNew |
$290K - $312K
|
4.18K
$309K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.75K+ 12.54% |
$260K - $280K
|
33.7K
$2.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.62K+ 6.14% |
$251K - $270K
|
62.5K
$4.62M
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.56KNew |
$247K - $266K
|
3.56K
$263K
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.54KNew |
$246K - $265K
|
3.54K
$262K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
3.54KNew |
$245K - $264K
|
3.54K
$261K
|
|