A detailed history of Bergan Kdv Wealth Management, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 800 shares of CMS stock, worth $52,960. This represents 0.0% of its overall portfolio holdings.

Number of Shares
800
Previous 823 2.79%
Holding current value
$52,960
Previous $50,000 6.0%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$56.9 - $62.63 $1,308 - $1,440
-23 Reduced 2.79%
800 $47,000
Q4 2022

Jan 31, 2023

BUY
$53.97 - $64.31 $41,826 - $49,840
775 Added 1614.58%
823 $52,000
Q3 2022

Oct 24, 2022

SELL
$24.23 - $70.23 $508 - $1,474
-21 Reduced 30.43%
48 $3,000
Q2 2021

Aug 10, 2021

BUY
$58.12 - $65.27 $58 - $65
1 Added 1.47%
69 $4,000
Q1 2021

May 11, 2021

SELL
$53.88 - $61.92 $646 - $743
-12 Reduced 15.0%
68 $4,000
Q4 2020

Feb 04, 2021

BUY
$57.6 - $67.11 $1,267 - $1,476
22 Added 37.93%
80 $5,000
Q3 2020

Nov 05, 2020

SELL
$58.99 - $64.18 $4,601 - $5,006
-78 Reduced 57.35%
58 $4,000
Q2 2020

Aug 13, 2020

BUY
$53.68 - $63.17 $1,073 - $1,263
20 Added 17.24%
136 $8,000
Q1 2020

Apr 24, 2020

BUY
$48.51 - $68.86 $582 - $826
12 Added 11.54%
116 $7,000
Q4 2019

Feb 10, 2020

BUY
$59.58 - $64.92 $4,825 - $5,258
81 Added 352.17%
104 $7,000
Q4 2018

Feb 01, 2019

BUY
$48.14 - $53.48 $1,107 - $1,230
23 New
23 $1,000

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 $19.2B
  • 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
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