Advisor Net Financial, Inc Cms Energy Corp Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q3 2024

A detailed history of Advisor Net Financial, Inc transactions in Cms Energy Corp stock. As of the latest transaction made, Advisor Net Financial, Inc holds 464 shares of CMS stock, worth $30,869. This represents 0.0% of its overall portfolio holdings.

Number of Shares

464

Previous 456 1.75%

Holding current value

$30,869

Previous $27,000 18.52%

% of portfolio

0.0%

Previous 0.0%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$58.7 - $70.62 $469 - $564	8 Added 1.75%	464 $32,000
Q2 2024 Jul 16, 2024	BUY	$56.89 - $63.24 $853 - $948	15 Added 3.4%	456 $27,000
Q1 2024 Apr 12, 2024	BUY	$55.61 - $60.47 $55 - $60	1 Added 0.23%	441 $26,000
Q4 2023 Jan 19, 2024	BUY	$50.57 - $59.91 $1,163 - $1,377	23 Added 5.52%	440 $25,000
Q3 2023 Oct 12, 2023	SELL	$52.7 - $63.42 $11,330 - $13,635	-215 Reduced 34.02%	417 $22,000
Q2 2023 Jul 14, 2023	BUY	$56.9 - $62.63 $739 - $814	13 Added 2.1%	632 $37,000
Q1 2023 Apr 28, 2023	SELL	$57.78 - $65.4 $115 - $130	-2 Reduced 0.32%	619 $37,000
Q4 2022 Jan 13, 2023	SELL	$53.97 - $64.31 $15,651 - $18,649	-290 Reduced 31.83%	621 $0
Q3 2022 Oct 04, 2022	BUY	$24.23 - $70.23 $605 - $1,755	25 Added 2.82%	911 $53,000
Q2 2022 Jul 07, 2022	BUY	$61.16 - $73.56 $17,797 - $21,405	291 Added 48.91%	886 $60,000
Q1 2022 Apr 14, 2022	BUY	$61.85 - $69.99 $927 - $1,049	15 Added 2.59%	595 $42,000
Q4 2021 Jan 19, 2022	BUY	$58.85 - $65.41 $1,177 - $1,308	20 Added 3.57%	580 $38,000
Q3 2021 Oct 15, 2021	BUY	$58.86 - $65.61 $9,417 - $10,497	160 Added 40.0%	560 $33,000
Q3 2020 Nov 06, 2020	SELL	$58.99 - $64.18 $11,798 - $12,836	-200 Reduced 33.33%	400 $25,000
Q2 2020 Aug 26, 2020	BUY	$53.68 - $63.17 $5,368 - $6,317	100 Added 20.0%	600 $35,000
Q1 2020 May 14, 2020	SELL	$48.51 - $68.86 $2,716 - $3,856	-56 Reduced 10.07%	500 $29,000
Q4 2019 Feb 12, 2020	SELL	$59.58 - $64.92 $39,918 - $43,496	-670 Reduced 54.65%	556 $35,000
Q3 2019 Oct 23, 2019	SELL	$57.66 - $65.04 $35,922 - $40,519	-623 Reduced 33.69%	1,226 $78,000
Q2 2019 Jul 15, 2019	BUY	$53.56 - $59.15 $4,552 - $5,027	85 Added 4.82%	1,849 $107,000
Q4 2018 Feb 08, 2019	BUY	$48.14 - $53.48 $8,665 - $9,626	180 Added 11.36%	1,764 $88,000
Q3 2018 Nov 14, 2018	BUY	$46.78 - $50.69 $32,839 - $35,584	702 Added 79.59%	1,584 $78,000
Q2 2018 Jul 27, 2018	BUY	$42.63 - $47.28 $29,073 - $32,244	682 Added 341.0%	882 $42,000
Q1 2018 May 08, 2018	BUY	$41.77 - $46.95 $8,354 - $9,390	200 New	200 $9,000

Others Institutions Holding CMS

# of Institutions

750

Shares Held

288M

Call Options Held

765K

Put Options Held

10.2K

View Full List

About CMS ENERGY CORP

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $19.3B
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, ...

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Advisor Net Financial, Inc Cms Energy Corp Transaction History