Carolina Wealth Advisors, LLC Cms Energy Corp Transaction History

Carolina Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 22, 2021	SELL	$58.86 - $65.61 $10,594 - $11,809	-180 Closed	0 $0
Q2 2021 Jul 22, 2021	SELL	$58.12 - $65.27 $16,215 - $18,210	-279 Reduced 60.78%	180 $11,000
Q1 2021 Apr 09, 2021	SELL	$53.88 - $61.92 $1.69 Million - $1.94 Million	-31,384 Reduced 98.56%	459 $28,000
Q4 2020 Jan 29, 2021	SELL	$57.6 - $67.11 $182,995 - $213,208	-3,177 Reduced 9.07%	31,843 $1.94 Million
Q3 2020 Oct 19, 2020	SELL	$58.99 - $64.18 $11,680 - $12,707	-198 Reduced 0.56%	35,020 $2.15 Million
Q2 2020 Jul 31, 2020	BUY	$53.68 - $63.17 $13,634 - $16,045	254 Added 0.73%	35,218 $2.06 Million
Q1 2020 Apr 09, 2020	SELL	$48.51 - $68.86 $558,447 - $792,716	-11,512 Reduced 24.77%	34,964 $2.05 Million
Q4 2019 Feb 07, 2020	BUY	$59.58 - $64.92 $2.77 Million - $3.02 Million	46,476 New	46,476 $2.92 Million

750

288M

765K

10.2K

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $19.3B
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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