Purchases and Sales Made in Q4 2023 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-4.92K- 30.73% |
$249K - $295K
|
11.1K
$775K
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.2K- 3.74% |
$263K - $312K
|
134K
$9.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.42K- 39.4% |
$274K - $325K
|
8.33K
$582K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-5.6K- 87.34% |
$283K - $336K
|
812
$56.7K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-5.92K- 1.74% |
$300K - $355K
|
334K
$23.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-6.02K- 5.31% |
$304K - $360K
|
107K
$7.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-6.02K- 44.24% |
$304K - $361K
|
7.59K
$530K
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-6.43K- 16.4% |
$325K - $385K
|
32.8K
$2.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-7.25K- 36.38% |
$366K - $434K
|
12.7K
$885K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-7.8K- 2.99% |
$395K - $467K
|
253K
$17.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.85K- 46.39% |
$397K - $470K
|
9.07K
$633K
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-8.35K- 0.46% |
$422K - $500K
|
1.8M
$126M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-8.36K- 23.06% |
$423K - $501K
|
27.9K
$1.95M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-8.7K- 4.65% |
$440K - $521K
|
178K
$12.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-9.09K- 5.02% |
$460K - $545K
|
172K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-9.19K- 40.67% |
$465K - $551K
|
13.4K
$936K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-9.36K- 10.74% |
$473K - $561K
|
77.7K
$5.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-9.53K- 8.76% |
$482K - $571K
|
99.2K
$6.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.75K- 12.3% |
$493K - $584K
|
69.5K
$4.85M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-11.3K- 8.5% |
$571K - $677K
|
122K
$8.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-11.3K- 80.43% |
$574K - $680K
|
2.76K
$193K
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-11.4K- 14.24% |
$576K - $683K
|
68.6K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.1K- 31.88% |
$612K - $724K
|
25.8K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-13K- 41.87% |
$656K - $777K
|
18K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-13.1K- 3.11% |
$662K - $785K
|
408K
$28.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
- |
-13.5K- 32.34% |
$681K - $806K
|
28.2K
$1.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-14.6K- 71.44% |
$739K - $876K
|
5.84K
$408K
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-14.9K- 36.63% |
$754K - $893K
|
25.8K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-15.8K- 36.04% |
$800K - $948K
|
28.1K
$1.96M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-16.7K- 31.82% |
$843K - $998K
|
35.7K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-19.5K- 6.73% |
$985K - $1.17M
|
270K
$18.8M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-19.7K- 4.27% |
$998K - $1.18M
|
442K
$30.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-19.7K- 5.76% |
$998K - $1.18M
|
323K
$22.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
SELL
|
- |
-19.8K- 3.1% |
$1M - $1.19M
|
618K
$43.2M
|
|
|
Feb 01, 2024
Q4 2023
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-20.8K- 1.13% |
$1.05M - $1.24M
|
1.81M
$127M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-20.8K- 18.39% |
$1.05M - $1.25M
|
92.5K
$6.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-21.3K- 82.01% |
$1.08M - $1.28M
|
4.67K
$326K
|
|
|
Feb 05, 2024
Q4 2023
|
Rwc Asset Management LLP
London, X0 |
SELL
|
- |
-22.8K- 5.6% |
$1.15M - $1.36M
|
384K
$26.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-23K- 4.04% |
$1.16M - $1.38M
|
547K
$38.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-23.7K- 3.3% |
$1.2M - $1.42M
|
694K
$48.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-24.1K- 67.69% |
$1.22M - $1.44M
|
11.5K
$802K
|
|
|
Feb 13, 2024
Q4 2023
|
Korea Investment Corp
Seoul, M5 |
SELL
|
- |
-24.5K- 20.89% |
$1.24M - $1.47M
|
92.7K
$6.47M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-25.6KClosed |
$1.3M - $1.54M
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-25.9K- 2.76% |
$1.31M - $1.55M
|
912K
$63.7M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-27K- 12.37% |
$1.37M - $1.62M
|
191K
$13.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-28K- 9.28% |
$1.42M - $1.68M
|
274K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-28.6K- 36.65% |
$1.45M - $1.71M
|
49.5K
$3.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-31.9K- 27.22% |
$1.61M - $1.91M
|
85.2K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-32.8K- 12.26% |
$1.66M - $1.96M
|
235K
$16.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-33.8K- 49.65% |
$1.71M - $2.02M
|
34.3K
$2.39M
|