A detailed history of Apollon Wealth Management, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 3,450 shares of CMS stock, worth $229,804. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,450
Previous 3,424 0.76%
Holding current value
$229,804
Previous $203,000 19.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$58.7 - $70.62 $1,526 - $1,836
26 Added 0.76%
3,450 $243,000
Q2 2024

Jul 19, 2024

BUY
$56.89 - $63.24 $56 - $63
1 Added 0.03%
3,424 $203,000
Q1 2024

May 02, 2024

BUY
$55.61 - $60.47 $190,353 - $206,988
3,423 New
3,423 $206,000
Q3 2022

Nov 08, 2022

SELL
$24.23 - $70.23 $8,383 - $24,299
-346 Reduced 8.48%
3,734 $217,000
Q2 2022

Aug 11, 2022

SELL
$61.16 - $73.56 $411,973 - $495,500
-6,736 Reduced 62.28%
4,080 $275,000
Q1 2022

May 16, 2022

BUY
$61.85 - $69.99 $22,327 - $25,266
361 Added 3.45%
10,816 $757,000
Q4 2021

Feb 14, 2022

BUY
$58.85 - $65.41 $25,364 - $28,191
431 Added 4.3%
10,455 $680,000
Q3 2021

Nov 15, 2021

BUY
$58.86 - $65.61 $590,012 - $657,674
10,024 New
10,024 $599,000
Q3 2020

Nov 03, 2020

SELL
$58.99 - $64.18 $55,037 - $59,879
-933 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$53.68 - $63.17 $50,083 - $58,937
933 New
933 $54,000

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 $19.3B
  • 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, ...
More about CMS
Track This Portfolio

Track Apollon Wealth Management, LLC Portfolio

Follow Apollon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apollon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.