Executive Wealth Management, LLC Cms Energy Corp Transaction History

Executive Wealth Management, LLC

  • $1.15 Billion
  • Q4 2024

A detailed history of Executive Wealth Management, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Executive Wealth Management, LLC holds 6,368 shares of CMS stock, worth $460,915. This represents 0.04% of its overall portfolio holdings.

Number of Shares
6,368
Previous 6,377 0.14%
Holding current value
$460,915
Previous $450,000 5.78%
% of portfolio
0.04%
Previous 0.04%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$65.76 - $71.94 $591 - $647
-9 Reduced 0.14%
6,368 $424,000
Q3 2024

Nov 14, 2024
BUY
$58.7 - $70.62 $374,329 - $450,343
6,377 New
6,377 $450,000
Q1 2024

May 13, 2024
SELL
$55.61 - $60.47 $10,955 - $11,912
-197 Reduced 4.22%
4,466 $269,000
Q4 2023

Jan 26, 2024
BUY
$50.57 - $59.91 $1,213 - $1,437
24 Added 0.52%
4,663 $270,000
Q3 2023

Nov 07, 2023
SELL
$52.7 - $63.42 $55,440 - $66,717
-1,052 Reduced 18.49%
4,639 $246,000
Q2 2023

Aug 02, 2023
SELL
$56.9 - $62.63 $10,185 - $11,210
-179 Reduced 3.05%
5,691 $334,000
Q1 2023

May 11, 2023
SELL
$57.78 - $65.4 $18,894 - $21,385
-327 Reduced 5.28%
5,870 $360,000
Q4 2022

Feb 13, 2023
BUY
$53.97 - $64.31 $314,968 - $375,313
5,836 Added 1616.62%
6,197 $392,000
Q3 2022

Nov 10, 2022
SELL
$24.23 - $70.23 $96,847 - $280,709
-3,997 Reduced 91.72%
361 $361,000
Q2 2022

Jul 26, 2022
BUY
$61.16 - $73.56 $795 - $956
13 Added 0.3%
4,358 $294,000
Q1 2022

Apr 13, 2022
BUY
$61.85 - $69.99 $14,039 - $15,887
227 Added 5.51%
4,345 $303,000
Q4 2021

Feb 03, 2022
SELL
$58.85 - $65.41 $1,765 - $1,962
-30 Reduced 0.72%
4,118 $267,000
Q3 2021

Oct 27, 2021
BUY
$58.86 - $65.61 $706 - $787
12 Added 0.29%
4,148 $247,000
Q2 2021

Jul 26, 2021
BUY
$58.12 - $65.27 $29,815 - $33,483
513 Added 14.16%
4,136 $244,000
Q1 2021

May 03, 2021
SELL
$53.88 - $61.92 $8,135 - $9,349
-151 Reduced 4.0%
3,623 $221,000
Q4 2020

Feb 04, 2021
BUY
$57.6 - $67.11 $217,382 - $253,273
3,774 New
3,774 $230,000
Q1 2020

Apr 27, 2020
SELL
$48.51 - $68.86 $169,105 - $240,045
-3,486 Closed
0 $0
Q4 2019

Jan 23, 2020
BUY
$59.58 - $64.92 $31,458 - $34,277
528 Added 17.85%
3,486 $219,000
Q3 2019

Oct 30, 2019
BUY
$57.66 - $65.04 $20,353 - $22,959
353 Added 13.55%
2,958 $189,000
Q2 2019

Aug 01, 2019
BUY
$53.56 - $59.15 $803 - $887
15 Added 0.58%
2,605 $151,000
Q1 2019

May 02, 2019
SELL
$48.31 - $56.23 $64,735 - $75,348
-1,340 Reduced 34.1%
2,590 $144,000
Q4 2018

Feb 19, 2019
BUY
$48.14 - $53.48 $189,190 - $210,176
3,930 New
3,930 $195,000

Others Institutions Holding CMS

# of Institutions
764
Shares Held
289M
Call Options Held
709K
Put Options Held
17.8K
View Full List

About CMS ENERGY CORP

CMS Quotes by TradingView
  • Ticker CMS
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 290,196,000
  • Market Cap $21B
  • 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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