A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Cms Energy Corp stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 79,069 shares of CMS stock, worth $5.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
79,069
Previous 77,478 2.05%
Holding current value
$5.3 Million
Previous $4.61 Million 21.05%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 31, 2024

BUY
$58.7 - $70.62 $93,391 - $112,356
1,591 Added 2.05%
79,069 $5.58 Million
Q2 2024

Jul 16, 2024

BUY
$56.89 - $63.24 $9,273 - $10,308
163 Added 0.21%
77,478 $4.61 Million
Q1 2024

May 06, 2024

BUY
$55.61 - $60.47 $434,647 - $472,633
7,816 Added 11.25%
77,315 $4.67 Million
Q4 2023

Feb 07, 2024

SELL
$50.57 - $59.91 $493,108 - $584,182
-9,751 Reduced 12.3%
69,499 $4.04 Million
Q3 2023

Nov 13, 2023

BUY
$52.7 - $63.42 $4.18 Million - $5.03 Million
79,250 New
79,250 $4.21 Million

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 $19.5B
  • 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
Track This Portfolio

Track Envestnet Portfolio Solutions, Inc. Portfolio

Follow Envestnet Portfolio Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Portfolio Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Portfolio Solutions, Inc. with notifications on news.