A detailed history of Clearstead Advisors, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Clearstead Advisors, LLC holds 2,554 shares of CMS stock, worth $179,878. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,554
Previous 2,092 22.08%
Holding current value
$179,878
Previous $126,000 20.63%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$56.89 - $63.24 $26,283 - $29,216
462 Added 22.08%
2,554 $152,000
Q1 2024

May 14, 2024

SELL
$55.61 - $60.47 $2,558 - $2,781
-46 Reduced 2.15%
2,092 $126,000
Q4 2023

Feb 12, 2024

SELL
$50.57 - $59.91 $2,680 - $3,175
-53 Reduced 2.42%
2,138 $124,000
Q3 2023

Nov 07, 2023

SELL
$52.7 - $63.42 $6,640 - $7,990
-126 Reduced 5.44%
2,191 $116,000
Q2 2023

Aug 07, 2023

BUY
$56.9 - $62.63 $14,225 - $15,657
250 Added 12.09%
2,317 $136,000
Q1 2023

May 09, 2023

BUY
$57.78 - $65.4 $60,669 - $68,670
1,050 Added 103.24%
2,067 $126,000
Q4 2022

Feb 14, 2023

SELL
$53.97 - $64.31 $1,133 - $1,350
-21 Reduced 2.02%
1,017 $64,000
Q3 2022

Nov 14, 2022

BUY
$24.23 - $70.23 $1,962 - $5,688
81 Added 8.46%
1,038 $60,000
Q4 2021

Feb 14, 2022

SELL
$58.85 - $65.41 $3,531 - $3,924
-60 Reduced 5.9%
957 $62,000
Q3 2021

Nov 12, 2021

SELL
$58.86 - $65.61 $6,298 - $7,020
-107 Reduced 9.52%
1,017 $61,000
Q4 2020

Feb 11, 2021

SELL
$57.6 - $67.11 $9,561 - $11,140
-166 Reduced 12.87%
1,124 $69,000
Q3 2020

Nov 12, 2020

BUY
$58.99 - $64.18 $41,705 - $45,375
707 Added 121.27%
1,290 $79,000
Q1 2020

May 14, 2020

BUY
$48.51 - $68.86 $28,281 - $40,145
583 New
583 $34,000

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 $20.4B
  • 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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