A detailed history of Jfs Wealth Advisors, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 120 shares of CMS stock, worth $8,089. This represents 0.0% of its overall portfolio holdings.

Number of Shares
120
Previous 97 23.71%
Holding current value
$8,089
Previous $5,000 60.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 25, 2024

BUY
$58.7 - $70.62 $1,350 - $1,624
23 Added 23.71%
120 $8,000
Q2 2024

Jul 15, 2024

BUY
$56.89 - $63.24 $1,308 - $1,454
23 Added 31.08%
97 $5,000
Q1 2024

Apr 30, 2024

SELL
$55.61 - $60.47 $667 - $725
-12 Reduced 13.95%
74 $4,000
Q4 2023

Feb 07, 2024

BUY
$50.57 - $59.91 $2,933 - $3,474
58 Added 207.14%
86 $4,000
Q3 2023

Nov 02, 2023

SELL
$52.7 - $63.42 $2,424 - $2,917
-46 Reduced 62.16%
28 $1,000
Q2 2023

Aug 07, 2023

SELL
$56.9 - $62.63 $3,983 - $4,384
-70 Reduced 48.61%
74 $4,000
Q1 2023

Apr 19, 2023

BUY
$57.78 - $65.4 $577 - $654
10 Added 7.46%
144 $8,000
Q4 2022

Feb 13, 2023

SELL
$53.97 - $64.31 $917 - $1,093
-17 Reduced 11.26%
134 $8,000
Q3 2022

Oct 21, 2022

BUY
$24.23 - $70.23 $218 - $632
9 Added 6.34%
151 $9,000
Q2 2022

Aug 02, 2022

BUY
$61.16 - $73.56 $795 - $956
13 Added 10.08%
142 $10,000
Q1 2022

May 02, 2022

BUY
$61.85 - $69.99 $6,432 - $7,278
104 Added 416.0%
129 $9,000
Q4 2021

Feb 03, 2022

BUY
$58.85 - $65.41 $1,471 - $1,635
25 New
25 $2,000
Q4 2020

Feb 01, 2021

SELL
$57.6 - $67.11 $2,131 - $2,483
-37 Closed
0 $0
Q4 2019

Feb 03, 2020

BUY
$59.58 - $64.92 $2,204 - $2,402
37 New
37 $2,000
Q2 2018

Jul 26, 2018

SELL
$42.63 - $47.28 $5,371 - $5,957
-126 Closed
0 $0
Q3 2017

Oct 20, 2017

BUY
$46.23 - $49.1 $5,824 - $6,186
126
126 $6,000

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 $19.6B
  • 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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