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 22, 2025
Q4 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-1- 3.23% |
$65.8 - $71.9
|
30
$2.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-4- 0.03% |
$263 - $288
|
12.4K
$854K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-4- 0.27% |
$263 - $288
|
1.5K
$103K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-4- 4.4% |
$263 - $288
|
87
$5.99K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5- 0.02% |
$329 - $360
|
26.1K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-9- 0.14% |
$592 - $647
|
6.37K
$438K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11- 0.04% |
$723 - $791
|
27.2K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-12- -0.0% |
$789 - $863
|
356K
$24.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-15- 0.19% |
$986 - $1.08K
|
8.03K
$552K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-17- 9.19% |
$1.12K - $1.22K
|
168
$11.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-21- 0.61% |
$1.38K - $1.51K
|
3.43K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-24- 0.71% |
$1.58K - $1.73K
|
3.38K
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-29- 0.25% |
$1.91K - $2.09K
|
11.4K
$782K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-29- 0.07% |
$1.91K - $2.09K
|
38.8K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-31- 0.88% |
$2.04K - $2.23K
|
3.51K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-38- 0.87% |
$2.5K - $2.73K
|
4.33K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-44- 0.47% |
$2.89K - $3.17K
|
9.23K
$635K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-45- 0.18% |
$2.96K - $3.24K
|
25.6K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-46- 1.75% |
$3.02K - $3.31K
|
2.58K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-48- 0.85% |
$3.16K - $3.45K
|
5.6K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-50- 1.04% |
$3.29K - $3.6K
|
4.75K
$327K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-56- 12.07% |
$3.68K - $4.03K
|
408
$28.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-57- 4.49% |
$3.75K - $4.1K
|
1.21K
$83.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-61- 5.75% |
$4.01K - $4.39K
|
999
$68.7K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-75- 4.82% |
$4.93K - $5.4K
|
1.48K
$102K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-81- 1.53% |
$5.33K - $5.83K
|
5.2K
$358K
|
|
|
Feb 13, 2025
Q4 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-82- 4.01% |
$5.39K - $5.9K
|
1.96K
$135K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-85- 0.05% |
$5.59K - $6.11K
|
168K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-86- 0.33% |
$5.66K - $6.19K
|
26K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-88- 2.01% |
$5.79K - $6.33K
|
4.29K
$295K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 0.84% |
$6.58K - $7.19K
|
11.8K
$812K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-100- 0.36% |
$6.58K - $7.19K
|
27.5K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-106- 37.86% |
$6.97K - $7.63K
|
174
$12K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-107- 26.16% |
$7.04K - $7.7K
|
302
$20.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-107- 3.43% |
$7.04K - $7.7K
|
3.01K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-117- 1.16% |
$7.69K - $8.42K
|
9.93K
$683K
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-122- 14.06% |
$8.02K - $8.78K
|
746
$51.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-143- 1.61% |
$9.4K - $10.3K
|
8.74K
$601K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-158- 3.05% |
$10.4K - $11.4K
|
5.02K
$345K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-159- 4.09% |
$10.5K - $11.4K
|
3.73K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-162- 1.74% |
$10.7K - $11.7K
|
9.15K
$630K
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-167- 9.2% |
$11K - $12K
|
1.65K
$113K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-168- 1.33% |
$11K - $12.1K
|
12.5K
$858K
|
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-178- 14.02% |
$11.7K - $12.8K
|
1.09K
$75.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-190- 2.25% |
$12.5K - $13.7K
|
8.25K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-212- 0.7% |
$13.9K - $15.3K
|
30.2K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-213- 7.76% |
$14K - $15.3K
|
2.53K
$174K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-220- 0.84% |
$14.5K - $15.8K
|
25.9K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-220- 0.95% |
$14.5K - $15.8K
|
22.8K
$1.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-232- 5.1% |
$15.3K - $16.7K
|
4.32K
$297K
|