A detailed history of High Mark Wealth Management LLC transactions in Cms Energy Corp stock. As of the latest transaction made, High Mark Wealth Management LLC holds 144 shares of CMS stock, worth $10,094. This represents 0.0% of its overall portfolio holdings.

Number of Shares
144
Previous 127 13.39%
Holding current value
$10,094
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 29, 2024

BUY
$56.89 - $63.24 $967 - $1,075
17 Added 13.39%
144 $8,000
Q3 2023

Oct 18, 2023

BUY
$52.7 - $63.42 $1,686 - $2,029
32 Added 33.68%
127 $6,000
Q2 2023

Jul 26, 2023

BUY
$56.9 - $62.63 $2,276 - $2,505
40 Added 72.73%
95 $5,000
Q1 2023

Apr 20, 2023

BUY
$57.78 - $65.4 $404 - $457
7 Added 14.58%
55 $3,000
Q4 2022

Feb 01, 2023

SELL
$53.97 - $64.31 $1,619 - $1,929
-30 Reduced 38.46%
48 $3,000
Q3 2022

Oct 21, 2022

SELL
$24.23 - $70.23 $121 - $351
-5 Reduced 6.02%
78 $5,000
Q2 2022

Jul 19, 2022

BUY
$61.16 - $73.56 $61 - $73
1 Added 1.22%
83 $6,000
Q1 2022

Apr 25, 2022

SELL
$61.85 - $69.99 $371 - $419
-6 Reduced 6.82%
82 $6,000
Q4 2021

Jan 20, 2022

BUY
$58.85 - $65.41 $353 - $392
6 Added 7.32%
88 $6,000
Q3 2021

Nov 01, 2021

SELL
$58.86 - $65.61 $1,118 - $1,246
-19 Reduced 18.81%
82 $5,000
Q2 2021

Aug 02, 2021

SELL
$58.12 - $65.27 $1,511 - $1,697
-26 Reduced 20.47%
101 $6,000
Q1 2021

Apr 22, 2021

SELL
$53.88 - $61.92 $1,508 - $1,733
-28 Reduced 18.06%
127 $8,000
Q4 2020

Jan 27, 2021

BUY
$57.6 - $67.11 $288 - $335
5 Added 3.33%
155 $9,000
Q2 2020

Jul 22, 2020

BUY
$53.68 - $63.17 $1,449 - $1,705
27 Added 21.95%
150 $9,000
Q1 2020

Apr 30, 2020

SELL
$48.51 - $68.86 $1,649 - $2,341
-34 Reduced 21.66%
123 $7,000
Q4 2019

Mar 19, 2020

BUY
$59.58 - $64.92 $9,354 - $10,192
157 New
157 $9,000

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 $20.3B
  • 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 High Mark Wealth Management LLC Portfolio

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

News

Stay updated on High Mark Wealth Management LLC with notifications on news.