Ae Wealth Management LLC Cms Energy Corp Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Ae Wealth Management LLC holds 202,843 shares of CMS stock, worth $13.5 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

202,843

Previous 202,768 0.04%

Holding current value

$13.5 Million

Previous $12.1 Million 18.67%

% of portfolio

0.15%

Previous 0.13%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$58.7 - $70.62 $4,402 - $5,296	75 Added 0.04%	202,843 $14.3 Million
Q2 2024 Aug 12, 2024	BUY	$56.89 - $63.24 $543,982 - $604,700	9,562 Added 4.95%	202,768 $12.1 Million
Q1 2024 May 15, 2024	SELL	$55.61 - $60.47 $2.3 Million - $2.5 Million	-41,324 Reduced 17.62%	193,206 $11.7 Million
Q4 2023 Feb 14, 2024	SELL	$50.57 - $59.91 $1.66 Million - $1.96 Million	-32,765 Reduced 12.26%	234,530 $13.6 Million
Q3 2023 Oct 11, 2023	SELL	$52.7 - $63.42 $821,751 - $988,908	-15,593 Reduced 5.51%	267,295 $14.2 Million
Q2 2023 Jul 10, 2023	SELL	$56.9 - $62.63 $27,596 - $30,375	-485 Reduced 0.17%	282,888 $16.6 Million
Q1 2023 Apr 14, 2023	BUY	$57.78 - $65.4 $5.09 Million - $5.76 Million	88,095 Added 45.11%	283,373 $17.4 Million
Q4 2022 Jan 31, 2023	BUY	$53.97 - $64.31 $2.88 Million - $3.43 Million	53,297 Added 37.54%	195,278 $12.4 Million
Q3 2022 Oct 25, 2022	BUY	$24.23 - $70.23 $1.09 Million - $3.15 Million	44,908 Added 46.26%	141,981 $8.27 Million
Q2 2022 Aug 03, 2022	BUY	$61.16 - $73.56 $2.04 Million - $2.46 Million	33,426 Added 52.52%	97,073 $6.55 Million
Q1 2022 Apr 18, 2022	BUY	$61.85 - $69.99 $709,295 - $802,645	11,468 Added 21.98%	63,647 $4.45 Million
Q4 2021 Jan 20, 2022	BUY	$58.85 - $65.41 $305,843 - $339,935	5,197 Added 11.06%	52,179 $3.39 Million
Q3 2021 Nov 01, 2021	BUY	$58.86 - $65.61 $411,078 - $458,220	6,984 Added 17.46%	46,982 $2.81 Million
Q2 2021 Jul 21, 2021	BUY	$58.12 - $65.27 $917,191 - $1.03 Million	15,781 Added 65.16%	39,998 $2.36 Million
Q1 2021 Apr 27, 2021	BUY	$53.88 - $61.92 $176,941 - $203,345	3,284 Added 15.69%	24,217 $1.48 Million
Q4 2020 Feb 01, 2021	BUY	$57.6 - $67.11 $917,452 - $1.07 Million	15,928 Added 318.24%	20,933 $1.28 Million
Q3 2020 Nov 06, 2020	BUY	$58.99 - $64.18 $12,918 - $14,055	219 Added 4.58%	5,005 $307,000
Q2 2020 Aug 05, 2020	SELL	$53.68 - $63.17 $239,251 - $281,548	-4,457 Reduced 48.22%	4,786 $280,000
Q1 2020 May 07, 2020	BUY	$48.51 - $68.86 $130,977 - $185,922	2,700 Added 41.27%	9,243 $543,000
Q4 2019 Jan 15, 2020	BUY	$59.58 - $64.92 $389,831 - $424,771	6,543 New	6,543 $411,000

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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Ae Wealth Management LLC Cms Energy Corp Transaction History