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 19,621 shares of CMS stock, worth $1.39 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
19,621
Previous 19,144 2.49%
Holding current value
$1.39 Million
Previous $1.16 Million 1.13%
% of portfolio
0.01%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $20.5B
  • 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
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