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 $1.7 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
24,399
Previous 23,516 3.75%
Holding current value
$1.7 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 $20.2B
  • 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 B.O.S.S. Retirement Advisors, LLC Portfolio

Follow B.O.S.S. Retirement Advisors, 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 B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.