A detailed history of Creative Planning transactions in Cms Energy Corp stock. As of the latest transaction made, Creative Planning holds 33,261 shares of CMS stock, worth $2.27 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
33,261
Previous 32,737 1.6%
Holding current value
$2.27 Million
Previous $1.95 Million 20.53%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 11, 2024

BUY
$58.7 - $70.62 $30,758 - $37,004
524 Added 1.6%
33,261 $2.35 Million
Q2 2024

Aug 15, 2024

SELL
$56.89 - $63.24 $46,649 - $51,856
-820 Reduced 2.44%
32,737 $1.95 Million
Q1 2024

May 10, 2024

BUY
$55.61 - $60.47 $215,655 - $234,502
3,878 Added 13.07%
33,557 $2.02 Million
Q4 2023

Feb 14, 2024

BUY
$50.57 - $59.91 $83,238 - $98,611
1,646 Added 5.87%
29,679 $1.72 Million
Q3 2023

Nov 16, 2023

SELL
$52.7 - $63.42 $210,378 - $253,172
-3,992 Reduced 12.47%
28,033 $1.49 Million
Q2 2023

Jul 21, 2023

BUY
$56.9 - $62.63 $265,666 - $292,419
4,669 Added 17.07%
32,025 $1.88 Million
Q1 2023

May 15, 2023

BUY
$57.78 - $65.4 $242,733 - $274,745
4,201 Added 18.14%
27,356 $1.68 Million
Q4 2022

Feb 10, 2023

BUY
$53.97 - $64.31 $273,196 - $325,537
5,062 Added 27.98%
23,155 $1.47 Million
Q3 2022

Nov 03, 2022

BUY
$24.23 - $70.23 $4,821 - $13,975
199 Added 1.11%
18,093 $1.05 Million
Q2 2022

Aug 15, 2022

BUY
$61.16 - $73.56 $197,791 - $237,893
3,234 Added 22.06%
17,894 $1.21 Million
Q1 2022

May 16, 2022

BUY
$61.85 - $69.99 $12,988 - $14,697
210 Added 1.45%
14,660 $1.03 Million
Q4 2021

Feb 11, 2022

SELL
$58.85 - $65.41 $102,457 - $113,878
-1,741 Reduced 10.75%
14,450 $940,000
Q3 2021

Nov 10, 2021

BUY
$58.86 - $65.61 $146,325 - $163,106
2,486 Added 18.14%
16,191 $967,000
Q2 2021

Aug 04, 2021

SELL
$58.12 - $65.27 $50,506 - $56,719
-869 Reduced 5.96%
13,705 $810,000
Q1 2021

Apr 30, 2021

BUY
$53.88 - $61.92 $36,045 - $41,424
669 Added 4.81%
14,574 $892,000
Q4 2020

Jan 29, 2021

BUY
$57.6 - $67.11 $23,961 - $27,917
416 Added 3.08%
13,905 $849,000
Q3 2020

Nov 05, 2020

BUY
$58.99 - $64.18 $134,497 - $146,330
2,280 Added 20.34%
13,489 $828,000
Q2 2020

Jul 23, 2020

SELL
$53.68 - $63.17 $67,046 - $78,899
-1,249 Reduced 10.03%
11,209 $655,000
Q1 2020

May 05, 2020

SELL
$48.51 - $68.86 $7,761 - $11,017
-160 Reduced 1.27%
12,458 $732,000
Q4 2019

Jan 30, 2020

SELL
$59.58 - $64.92 $93,898 - $102,313
-1,576 Reduced 11.1%
12,618 $793,000
Q3 2019

Nov 01, 2019

SELL
$57.66 - $65.04 $45,609 - $51,446
-791 Reduced 5.28%
14,194 $908,000
Q2 2019

Jul 26, 2019

BUY
$53.56 - $59.15 $28,386 - $31,349
530 Added 3.67%
14,985 $868,000
Q1 2019

Apr 24, 2019

BUY
$48.31 - $56.23 $86,378 - $100,539
1,788 Added 14.12%
14,455 $803,000
Q4 2018

Feb 01, 2019

BUY
$48.14 - $53.48 $40,533 - $45,030
842 Added 7.12%
12,667 $629,000
Q3 2018

Oct 25, 2018

BUY
$46.78 - $50.69 $13,659 - $14,801
292 Added 2.53%
11,825 $579,000
Q2 2018

Jul 20, 2018

SELL
$42.63 - $47.28 $70,339 - $78,012
-1,650 Reduced 12.52%
11,533 $545,000
Q1 2018

Apr 18, 2018

BUY
$41.77 - $46.95 $51,418 - $57,795
1,231 Added 10.3%
13,183 $597,000
Q4 2017

Jan 17, 2018

BUY
$45.97 - $50.55 $124,164 - $136,535
2,701 Added 29.2%
11,952 $565,000
Q3 2017

Oct 17, 2017

BUY
$46.23 - $49.1 $427,673 - $454,224
9,251
9,251 $429,000

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 $19.8B
  • 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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