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 20,213 shares of CMS stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
20,213
Previous 19,621 3.02%
Holding current value
$1.35 Million
Previous $1.17 Million 22.17%
% of portfolio
0.02%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About CMS ENERGY CORP


  • Ticker CMS
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 290,196,000
  • Market Cap $19.4B
  • 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

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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