A detailed history of Carolinas Wealth Consulting LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 49 shares of CMS stock, worth $3,628. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49
Previous 31 58.06%
Holding current value
$3,628
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 26, 2025

BUY
$65.76 - $71.94 $1,183 - $1,294
18 Added 58.06%
49 $3,000
Q3 2024

Nov 12, 2024

BUY
$58.7 - $70.62 $293 - $353
5 Added 19.23%
31 $2,000
Q3 2023

Nov 14, 2023

SELL
$52.7 - $63.42 $2,371 - $2,853
-45 Reduced 63.38%
26 $1,000
Q2 2023

Aug 14, 2023

SELL
$56.9 - $62.63 $43,983 - $48,412
-773 Reduced 91.59%
71 $4,000
Q1 2023

May 15, 2023

BUY
$57.78 - $65.4 $46,455 - $52,581
804 Added 2010.0%
844 $51,000
Q1 2021

May 17, 2021

BUY
$53.88 - $61.92 $484 - $557
9 Added 29.03%
40 $2,000
Q3 2020

Nov 12, 2020

BUY
$58.99 - $64.18 $766 - $834
13 Added 72.22%
31 $2,000
Q2 2020

Aug 13, 2020

BUY
$53.68 - $63.17 $966 - $1,137
18 New
18 $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 $21.5B
  • 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, ...
More about CMS
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