A detailed history of Capital Group Private Client Services, Inc. transactions in Cms Energy Corp stock. As of the latest transaction made, Capital Group Private Client Services, Inc. holds 306,079 shares of CMS stock, worth $21 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
306,079
Previous 311,287 1.67%
Holding current value
$21 Million
Previous $18.5 Million 16.65%
% of portfolio
0.22%
Previous 0.19%

Shares

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

Nov 13, 2024

SELL
$58.7 - $70.62 $305,709 - $367,788
-5,208 Reduced 1.67%
306,079 $21.6 Million
Q2 2024

Aug 13, 2024

SELL
$56.89 - $63.24 $694,171 - $771,654
-12,202 Reduced 3.77%
311,287 $18.5 Million
Q1 2024

May 14, 2024

BUY
$55.61 - $60.47 $1.99 Million - $2.17 Million
35,847 Added 12.46%
323,489 $19.5 Million
Q4 2023

Feb 13, 2024

BUY
$50.57 - $59.91 $12.7 Million - $15 Million
251,102 Added 687.2%
287,642 $16.7 Million
Q3 2023

Nov 13, 2023

SELL
$52.7 - $63.42 $2.27 Million - $2.74 Million
-43,128 Reduced 54.13%
36,540 $1.94 Million
Q2 2023

Aug 11, 2023

SELL
$56.9 - $62.63 $98,323 - $108,224
-1,728 Reduced 2.12%
79,668 $4.68 Million
Q1 2023

May 15, 2023

BUY
$57.78 - $65.4 $73,207 - $82,861
1,267 Added 1.58%
81,396 $5 Million
Q4 2022

Feb 14, 2023

BUY
$53.97 - $64.31 $104,917 - $125,018
1,944 Added 2.49%
80,129 $5.07 Million
Q3 2022

Nov 14, 2022

BUY
$24.23 - $70.23 $13,084 - $37,924
540 Added 0.7%
78,185 $4.55 Million
Q2 2022

Aug 15, 2022

BUY
$61.16 - $73.56 $5,443 - $6,546
89 Added 0.11%
77,645 $5.24 Million
Q1 2022

May 16, 2022

BUY
$61.85 - $69.99 $160,191 - $181,274
2,590 Added 3.45%
77,556 $5.42 Million
Q4 2021

Feb 14, 2022

SELL
$58.85 - $65.41 $133,354 - $148,219
-2,266 Reduced 2.93%
74,966 $4.88 Million
Q3 2021

Nov 15, 2021

BUY
$58.86 - $65.61 $4.55 Million - $5.07 Million
77,232 New
77,232 $4.61 Million

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 $19.9B
  • 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 Capital Group Private Client Services, Inc. Portfolio

Follow Capital Group Private Client Services, Inc. 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 Capital Group Private Client Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Capital Group Private Client Services, Inc. with notifications on news.