Purchases and Sales Made in Q4 2024 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
575+ 6.5% |
$37.8K - $41.4K
|
9.42K
$658K
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
556+ 13.52% |
$36.6K - $40K
|
4.67K
$326K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
535+ 5.68% |
$35.2K - $38.5K
|
9.96K
$695K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
534+ 10.62% |
$35.1K - $38.4K
|
5.56K
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
528New |
$34.7K - $38K
|
528
$36.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
516+ 3.79% |
$33.9K - $37.1K
|
14.1K
$986K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
490+ 33.42% |
$32.2K - $35.3K
|
1.96K
$137K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
483+ 3.2% |
$31.8K - $34.7K
|
15.6K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
464+ 5.56% |
$30.5K - $33.4K
|
8.81K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
454+ 2.71% |
$29.9K - $32.7K
|
17.2K
$1.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
430New |
$28.3K - $30.9K
|
430
$30K
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
400+ 0.65% |
$26.3K - $28.8K
|
61.6K
$4.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
393+ 3.92% |
$25.8K - $28.3K
|
10.4K
$727K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
392+ 0.51% |
$25.8K - $28.2K
|
76.6K
$5.35M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
385+ 4.27% |
$25.3K - $27.7K
|
9.4K
$656K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
379+ 7.49% |
$24.9K - $27.3K
|
5.44K
$380K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
376+ 46.13% |
$24.7K - $27K
|
1.19K
$83.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
372+ 45.2% |
$24.5K - $26.8K
|
1.2K
$83.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
364+ 51.93% |
$23.9K - $26.2K
|
1.07K
$74.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
345+ 2.86% |
$22.7K - $24.8K
|
12.4K
$866K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
320New |
$21K - $23K
|
320
$22.3K
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
310+ 6.86% |
$20.4K - $22.3K
|
4.83K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
306+ 2.69% |
$20.1K - $22K
|
11.7K
$817K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
302+ 0.76% |
$19.9K - $21.7K
|
40K
$2.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
299+ 30.45% |
$19.7K - $21.5K
|
1.28K
$89.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
294+ 44.28% |
$19.3K - $21.2K
|
958
$66.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
287+ 0.04% |
$18.9K - $20.6K
|
697K
$48.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
283+ 9.7% |
$18.6K - $20.4K
|
3.2K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
269+ 6.89% |
$17.7K - $19.4K
|
4.17K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
249+ 7.09% |
$16.4K - $17.9K
|
3.76K
$263K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
240+ 5.04% |
$15.8K - $17.3K
|
5K
$349K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
235+ 106.82% |
$15.5K - $16.9K
|
455
$31.8K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
230+ 4.33% |
$15.1K - $16.5K
|
5.54K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
225+ 5.49% |
$14.8K - $16.2K
|
4.33K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
220+ 4.85% |
$14.5K - $15.8K
|
4.75K
$332K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
220+ 5.83% |
$14.5K - $15.8K
|
4K
$279K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
214+ 6.05% |
$14.1K - $15.4K
|
3.75K
$262K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
208+ 176.27% |
$13.7K - $15K
|
326
$22.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
200+ 219.78% |
$13.2K - $14.4K
|
291
$20.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
180New |
$11.8K - $12.9K
|
180
$12.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
173+ 4.04% |
$11.4K - $12.4K
|
4.46K
$311K
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
167New |
$11K - $12K
|
167
$11.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
163+ 109.4% |
$10.7K - $11.7K
|
312
$21.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
160New |
$10.5K - $11.5K
|
160
$11.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
151+ 15.65% |
$9.93K - $10.9K
|
1.12K
$77.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
142+ 1.15% |
$9.34K - $10.2K
|
12.5K
$871K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
141New |
$9.27K - $10.1K
|
141
$9.84K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128+ 2.75% |
$8.42K - $9.21K
|
4.78K
$333K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
124+ 4.3% |
$8.15K - $8.92K
|
3.01K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
120+ 2.66% |
$7.89K - $8.63K
|
4.64K
$324K
|