Hb Wealth Management, LLC Cms Energy Corp Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Hb Wealth Management, LLC holds 27,078 shares of CMS stock, worth $1.97 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

27,078

Previous 27,919 3.01%

Holding current value

$1.97 Million

Previous $2.1 Million 10.54%

% of portfolio

0.02%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	$68.57 - $75.51 $57,667 - $63,503	-841 Reduced 3.01%	27,078 $1.88 Million
Q1 2025 May 07, 2025	BUY	$64.99 - $75.11 $303,178 - $350,388	4,665 Added 20.06%	27,919 $2.1 Million
Q4 2024 Jan 15, 2025	BUY	$65.76 - $71.94 $199,976 - $218,769	3,041 Added 15.04%	23,254 $1.55 Million
Q3 2024 Oct 15, 2024	BUY	$58.7 - $70.62 $34,750 - $41,807	592 Added 3.02%	20,213 $1.43 Million
Q2 2024 Jul 26, 2024	BUY	$56.89 - $63.24 $27,136 - $30,165	477 Added 2.49%	19,621 $1.17 Million
Q1 2024 Apr 30, 2024	BUY	$55.61 - $60.47 $29,362 - $31,928	528 Added 2.84%	19,144 $1.16 Million
Q4 2023 Jan 16, 2024	BUY	$50.57 - $59.91 $63,869 - $75,666	1,263 Added 7.28%	18,616 $1.08 Million
Q3 2023 Oct 13, 2023	BUY	$52.7 - $63.42 $22,819 - $27,460	433 Added 2.56%	17,353 $921,000
Q2 2023 Jul 13, 2023	SELL	$56.9 - $62.63 $86,544 - $95,260	-1,521 Reduced 8.25%	16,920 $994,000
Q1 2023 Apr 13, 2023	BUY	$57.78 - $65.4 $129,427 - $146,496	2,240 Added 13.83%	18,441 $1.13 Million
Q4 2022 Jan 20, 2023	BUY	$53.97 - $64.31 $22,829 - $27,203	423 Added 2.68%	16,201 $0
Q3 2022 Oct 19, 2022	BUY	$24.23 - $70.23 $3,319 - $9,621	137 Added 0.88%	15,778 $919,000
Q2 2022 Jul 15, 2022	SELL	$61.16 - $73.56 $16,513 - $19,861	-270 Reduced 1.7%	15,641 $1.06 Million
Q1 2022 May 16, 2022	BUY	$61.85 - $69.99 $78,240 - $88,537	1,265 Added 8.64%	15,911 $1.11 Million
Q4 2021 Feb 15, 2022	BUY	$58.85 - $65.41 $861,917 - $957,994	14,646 New	14,646 $953,000

Others Institutions Holding CMS

# of Institutions

820

Shares Held

305M

Call Options Held

806K

Put Options Held

183K

View Full List

About CMS ENERGY CORP

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $21.1B
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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

Hb Wealth Management, LLC Cms Energy Corp Transaction History