Purchases and Sales Made in Q4 2025 in Cms Energy Corp (CMS)
This table provides information about the institutional ownership of Cms Energy Corp (CMS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
311K+ 1243.02% |
$22.3M - $23.4M
|
336K
$24.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.31K+ 15.77% |
$381K - $400K
|
39K
$2.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.22K+ 5.55% |
$303K - $318K
|
80.2K
$5.93M
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
3.77KNew |
$271K - $284K
|
3.77K
$278K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.75KNew |
$269K - $282K
|
3.75K
$277K
|
|
|
Jan 07, 2026
Q4 2025
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.54K+ 43.87% |
$111K - $116K
|
5.05K
$373K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
466+ 10.75% |
$33.5K - $35.1K
|
4.8K
$355K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
283New |
$20.3K - $21.3K
|
283
$20.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
263+ 5.04% |
$18.9K - $19.8K
|
5.48K
$405K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
122+ 1.55% |
$8.76K - $9.19K
|
8.01K
$592K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
85+ 2.27% |
$6.11K - $6.4K
|
3.83K
$283K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
83+ 30.29% |
$5.96K - $6.25K
|
357
$26.4K
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
35+ 0.21% |
$2.51K - $2.64K
|
16.7K
$1.24M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
29+ 1.54% |
$2.08K - $2.18K
|
1.91K
$141K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
23+ 0.7% |
$1.65K - $1.73K
|
3.31K
$245K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.16% |
$144 - $151
|
1.22K
$90.4K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 20.0% |
$71.8 - $75.3
|
6
$444
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-6- 4.76% |
$431 - $452
|
120
$8.87K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-21- 37.5% |
$1.51K - $1.58K
|
35
$2.59K
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-38- 0.15% |
$2.73K - $2.86K
|
25.5K
$1.89M
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-147- 4.74% |
$10.6K - $11.1K
|
2.96K
$218K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-176- 1.13% |
$12.6K - $13.3K
|
15.3K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-179- 4.27% |
$12.9K - $13.5K
|
4.01K
$296K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-832- 5.48% |
$59.8K - $62.7K
|
14.3K
$1.06M
|
|
|
Jan 12, 2026
Q4 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.94K- 34.06% |
$283K - $297K
|
7.63K
$564K
|
|
|
Jan 07, 2026
Q4 2025
|
Covea Finance
|
SELL
|
- |
-5.4K- 2.28% |
$388K - $407K
|
232K
$17.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-10K- 7.95% |
$721K - $756K
|
116K
$8.6M
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-31.1K- 5.24% |
$2.23M - $2.34M
|
563K
$41.6M
|
|