Heritage Wealth Advisors Cms Energy Corp Transaction History
Heritage Wealth Advisors
- $2.03 Billion
- Q2 2025
A detailed history of Heritage Wealth Advisors transactions in Cms Energy Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 400 shares of CMS stock, worth $29,283. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400
              Previous 400
              
        
           -0.0%
        
      
          
        Holding current value
$29,283
            Previous $30,000
            
        
           10.0%
        
      
          
        % of portfolio
0.0%
            Previous 0.0%
          
        Shares
	  3 transactions
	
  Others Institutions Holding CMS
# of Institutions
841Shares Held
302MCall Options Held
736KPut Options Held
183K- 
    
      Vanguard Group Inc Valley Forge, PA39MShares$2.86 Billion0.05% of portfolio
- 
    
      Black Rock Inc. New York, NY28.6MShares$2.09 Billion0.04% of portfolio
- 
    
      Jpmorgan Chase & CO New York, NY23.4MShares$1.71 Billion0.14% of portfolio
- 
    
      State Street Corp Boston, MA17.5MShares$1.28 Billion0.05% of portfolio
- 
    
      Massachusetts Financial Services CO Boston, MA8.84MShares$647 Million0.21% of portfolio
About CMS ENERGY CORP
- Ticker CMS
- Exchange NYSE
- Sector Utilities
- Industry Utilities—Regulated Electric
- Shares Outstandng 290,196,000
- Market Cap $21.2B
- 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, ...