Global Retirement Partners, LLC Cms Energy Corp Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Global Retirement Partners, LLC holds 2,165 shares of CMS stock, worth $151,831. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,165

Previous 2,604 16.86%

Holding current value

$151,831

Previous $183,000 21.31%

% of portfolio

0.0%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$65.76 - $71.94 $28,868 - $31,581	-439 Reduced 16.86%	2,165 $144,000
Q3 2024 Oct 16, 2024	BUY	$58.7 - $70.62 $36,100 - $43,431	615 Added 30.92%	2,604 $183,000
Q2 2024 Jul 23, 2024	BUY	$56.89 - $63.24 $47,503 - $52,805	835 Added 72.36%	1,989 $118,000
Q1 2024 Apr 23, 2024	SELL	$55.61 - $60.47 $39,705 - $43,175	-714 Reduced 38.22%	1,154 $69,000
Q4 2023 Jan 18, 2024	BUY	$50.57 - $59.91 $42,225 - $50,024	835 Added 80.83%	1,868 $108,000
Q3 2023 Oct 13, 2023	BUY	$52.7 - $63.42 $1,264 - $1,522	24 Added 2.38%	1,033 $54,000
Q2 2023 Jul 20, 2023	BUY	$56.9 - $62.63 $1,593 - $1,753	28 Added 2.85%	1,009 $59,000
Q1 2023 May 05, 2023	BUY	$57.78 - $65.4 $48,650 - $55,066	842 Added 605.76%	981 $60,000
Q4 2022 Feb 13, 2023	BUY	$53.97 - $64.31 $1,457 - $1,736	27 Added 24.11%	139 $8,000
Q3 2022 Nov 03, 2022	BUY	$24.23 - $70.23 $121 - $351	5 Added 4.67%	112 $6,000
Q2 2022 Jul 15, 2022	BUY	$61.16 - $73.56 $305 - $367	5 Added 4.9%	107 $7,000
Q1 2022 Jul 14, 2022	BUY	$61.85 - $69.99 $6,308 - $7,138	102 New	102 $7,000
Q4 2021 Jan 21, 2022	SELL	$58.85 - $65.41 $3,354 - $3,728	-57 Closed	0 $0
Q3 2021 Oct 22, 2021	BUY	$58.86 - $65.61 $1,883 - $2,099	32 Added 128.0%	57 $3,000
Q2 2021 Jul 15, 2021	BUY	$58.12 - $65.27 $1,453 - $1,631	25 New	25 $1,000
Q1 2021 Apr 14, 2021	SELL	$53.88 - $61.92 $4,094 - $4,705	-76 Closed	0 $0
Q4 2020 Jan 13, 2021	SELL	$57.6 - $67.11 $1,324 - $1,543	-23 Reduced 23.23%	76 $5,000
Q2 2020 Jul 13, 2020	BUY	$53.68 - $63.17 $1,019 - $1,200	19 Added 23.75%	99 $6,000
Q4 2019 Jan 23, 2020	SELL	$59.58 - $64.92 $893 - $973	-15 Reduced 15.79%	80 $5,000
Q2 2019 Nov 19, 2019	SELL	$53.56 - $59.15 $482 - $532	-9 Reduced 8.65%	95 $6,000
Q1 2019 May 07, 2019	SELL	$48.31 - $56.23 $1,014 - $1,180	-21 Reduced 16.8%	104 $6,000
Q4 2018 Feb 22, 2019	SELL	$48.14 - $53.48 $1,203 - $1,337	-25 Reduced 16.67%	125 $6,000
Q4 2017 Aug 13, 2018	BUY	$45.97 - $50.55 $1,011 - $1,112	22 Added 17.19%	150 $7,000
Q3 2017 Aug 10, 2018	SELL	$46.23 - $49.1 $1,386 - $1,473	-30 Reduced 18.99%	128 $6,000
Q2 2017 Aug 10, 2018	BUY	N/A	135 Added 586.96%	158 $7,000
Q1 2017 Aug 10, 2018	BUY	N/A	23	23 $1,000

Others Institutions Holding CMS

# of Institutions

801

Shares Held

292M

Call Options Held

816K

Put Options Held

11.8K

View Full List

About CMS ENERGY CORP

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $20.4B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC Cms Energy Corp Transaction History