A detailed history of Avantax Advisory Services, Inc. transactions in Cms Energy Corp stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 15,563 shares of CMS stock, worth $917,127. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,563
Previous 15,902 2.13%
Holding current value
$917,127
Previous $923,000 1.73%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$55.61 - $60.47 $18,851 - $20,499
-339 Reduced 2.13%
15,563 $939,000
Q4 2023

Feb 07, 2024

SELL
$50.57 - $59.91 $224,176 - $265,581
-4,433 Reduced 21.8%
15,902 $923,000
Q3 2023

Nov 07, 2023

BUY
$52.7 - $63.42 $61,922 - $74,518
1,175 Added 6.13%
20,335 $1.08 Million
Q2 2023

Aug 11, 2023

SELL
$56.9 - $62.63 $15,249 - $16,784
-268 Reduced 1.38%
19,160 $1.13 Million
Q1 2023

Apr 28, 2023

BUY
$57.78 - $65.4 $75,056 - $84,954
1,299 Added 7.17%
19,428 $1.19 Million
Q4 2022

Feb 13, 2023

SELL
$53.97 - $64.31 $24,070 - $28,682
-446 Reduced 2.4%
18,129 $1.15 Million
Q3 2022

Nov 01, 2022

BUY
$24.23 - $70.23 $48,653 - $141,021
2,008 Added 12.12%
18,575 $1.08 Million
Q2 2022

Aug 02, 2022

BUY
$61.16 - $73.56 $86,908 - $104,528
1,421 Added 9.38%
16,567 $1.12 Million
Q1 2022

Apr 27, 2022

BUY
$61.85 - $69.99 $5,690 - $6,439
92 Added 0.61%
15,146 $1.06 Million
Q4 2021

Jan 24, 2022

BUY
$58.85 - $65.41 $3,001 - $3,335
51 Added 0.34%
15,054 $979,000
Q3 2021

Oct 21, 2021

SELL
$58.86 - $65.61 $294 - $328
-5 Reduced 0.03%
15,003 $896,000
Q2 2021

Jul 29, 2021

BUY
$58.12 - $65.27 $2,092 - $2,349
36 Added 0.24%
15,008 $887,000
Q1 2021

May 13, 2021

SELL
$53.88 - $61.92 $39,925 - $45,882
-741 Reduced 4.72%
14,972 $917,000
Q4 2020

Jan 22, 2021

SELL
$57.6 - $67.11 $284,428 - $331,389
-4,938 Reduced 23.91%
15,713 $960,000
Q3 2020

Oct 14, 2020

BUY
$58.99 - $64.18 $523,595 - $569,661
8,876 Added 75.38%
20,651 $1.27 Million
Q2 2020

Aug 06, 2020

BUY
$53.68 - $63.17 $536 - $631
10 Added 0.08%
11,775 $689,000
Q1 2020

Apr 30, 2020

BUY
$48.51 - $68.86 $570,720 - $810,137
11,765 New
11,765 $692,000

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 $17.1B
  • 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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