Donaldson Capital Management, LLC Cms Energy Corp Transaction History

Donaldson Capital Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 13, 2022	SELL	$61.85 - $69.99 $475,379 - $537,943	-7,686 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$58.85 - $65.41 $6,708 - $7,456	114 Added 1.51%	7,686 $500,000
Q3 2021 Nov 04, 2021	SELL	$58.86 - $65.61 $16,127 - $17,977	-274 Reduced 3.49%	7,572 $452,000
Q2 2021 Jul 28, 2021	SELL	$58.12 - $65.27 $53,702 - $60,309	-924 Reduced 10.54%	7,846 $464,000
Q1 2021 May 05, 2021	BUY	$53.88 - $61.92 $79,203 - $91,022	1,470 Added 20.14%	8,770 $537,000

Q4 2020 Jan 11, 2021	SELL	$57.6 - $67.11 $66,643 - $77,646	-1,157 Reduced 13.68%	7,300 $445,000
Q3 2020 Nov 02, 2020	BUY	$58.99 - $64.18 $498,878 - $542,770	8,457 New	8,457 $519,000

699

282M

736K

6.4K

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $17.3B
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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