A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 24,399 shares of CMS stock, worth $1.64 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
24,399
Previous 23,516 3.75%
Holding current value
$1.64 Million
Previous $1.4 Billion 23.1%
% of portfolio
0.35%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$58.7 - $70.62 $51,832 - $62,357
883 Added 3.75%
24,399 $1.72 Billion
Q2 2024

Jul 12, 2024

BUY
$56.89 - $63.24 $50,632 - $56,283
890 Added 3.93%
23,516 $1.4 Billion
Q1 2024

Apr 29, 2024

SELL
$55.61 - $60.47 $145,086 - $157,766
-2,609 Reduced 10.34%
22,626 $1.31 Billion
Q4 2023

Jan 25, 2024

BUY
$50.57 - $59.91 $1.28 Million - $1.51 Million
25,235 New
25,235 $1.47 Billion
Q4 2023

Jan 19, 2024

SELL
$50.57 - $59.91 $1.3 Million - $1.54 Million
-25,639 Closed
0 $1.47 Billion
Q4 2023

Jan 08, 2024

SELL
$50.57 - $59.91 $147,057 - $174,218
-2,908 Reduced 10.19%
25,639 $1.36 Billion
Q3 2023

Oct 17, 2023

SELL
$52.7 - $63.42 $114,886 - $138,255
-2,180 Reduced 7.09%
28,547 $1.52 Billion
Q2 2023

Jul 10, 2023

SELL
$56.9 - $62.63 $143,274 - $157,702
-2,518 Reduced 7.57%
30,727 $1.81 Billion
Q1 2023

Apr 17, 2023

BUY
$57.78 - $65.4 $478,302 - $541,381
8,278 Added 33.16%
33,245 $2.04 Billion
Q4 2022

Feb 06, 2023

BUY
$53.97 - $64.31 $1.35 Million - $1.61 Million
24,967 New
24,967 $1.58 Billion

Others Institutions Holding CMS

About CMS ENERGY CORP


  • Ticker CMS
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 290,196,000
  • Market Cap $19.5B
  • Description
  • CMS Energy Corporation operates as an energy company primarily in Michigan. The company operates through three segments: Electric Utility; Gas Utility; and Enterprises. The Electric Utility segment is involved in the generation, purchase, transmission, distribution, and sale of electricity. This segment generates electricity through coal, wind, ...
More about CMS
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