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

751

288M

765K

10.2K

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $19.5B
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, ...

Get notified when there are updates to the investment portfolio of Donaldson Capital Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Donaldson Capital Management, LLC with notifications on news.