A detailed history of Integrated Wealth Concepts LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,630 shares of CMS stock, worth $248,909. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,630
Previous 4,237 14.33%
Holding current value
$248,909
Previous $252,000 1.59%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$58.7 - $70.62 $35,630 - $42,866
-607 Reduced 14.33%
3,630 $256,000
Q2 2024

Aug 14, 2024

BUY
$56.89 - $63.24 $37,774 - $41,991
664 Added 18.58%
4,237 $252,000
Q1 2024

May 15, 2024

SELL
$55.61 - $60.47 $351,566 - $382,291
-6,322 Reduced 63.89%
3,573 $215,000
Q4 2023

Feb 13, 2024

BUY
$50.57 - $59.91 $255,530 - $302,725
5,053 Added 104.36%
9,895 $574,000
Q3 2023

Nov 15, 2023

SELL
$52.7 - $63.42 $5,164 - $6,215
-98 Reduced 1.98%
4,842 $257,000
Q2 2023

Aug 15, 2023

BUY
$56.9 - $62.63 $281,086 - $309,392
4,940 New
4,940 $290,000

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 $19.9B
  • 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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