Beacon Pointe Advisors, LLC Cms Energy Corp Transaction History

Beacon Pointe Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	BUY	$57.78 - $65.4 $14,791 - $16,742	256 Added 7.96%	3,473 $213,000
Q4 2022 Feb 14, 2023	SELL	$53.97 - $64.31 $45,388 - $54,084	-841 Reduced 20.72%	3,217 $203,000
Q3 2022 Nov 09, 2022	BUY	$24.23 - $70.23 $8,650 - $25,072	357 Added 9.65%	4,058 $234,000
Q2 2022 Aug 11, 2022	SELL	$61.16 - $73.56 $10,091 - $12,137	-165 Reduced 4.27%	3,701 $251,000
Q1 2022 May 17, 2022	BUY	$61.85 - $69.99 $44,160 - $49,972	714 Added 22.65%	3,866 $270,000
Q4 2021 Feb 14, 2022	SELL	$58.85 - $65.41 $135,119 - $150,181	-2,296 Reduced 42.14%	3,152 $205,000
Q3 2021 Nov 15, 2021	BUY	$58.86 - $65.61 $51,208 - $57,080	870 Added 19.0%	5,448 $325,000
Q2 2021 Aug 17, 2021	BUY	$58.12 - $65.27 $266,073 - $298,806	4,578 New	4,578 $270,000

748

289M

765K

10.2K

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $19.5B
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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