A detailed history of Kestra Advisory Services, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 8,088 shares of CMS stock, worth $481,478. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,088
Previous 8,331 2.92%
Holding current value
$481,478
Previous $483,000 1.04%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$55.61 - $60.47 $13,513 - $14,694
-243 Reduced 2.92%
8,088 $488,000
Q4 2023

Feb 14, 2024

SELL
$50.57 - $59.91 $273,937 - $324,532
-5,417 Reduced 39.4%
8,331 $483,000
Q3 2023

Nov 09, 2023

BUY
$52.7 - $63.42 $416,277 - $500,954
7,899 Added 135.05%
13,748 $730,000
Q2 2023

Aug 11, 2023

BUY
$56.9 - $62.63 $1,877 - $2,066
33 Added 0.57%
5,849 $343,000
Q1 2023

May 12, 2023

SELL
$57.78 - $65.4 $398,393 - $450,933
-6,895 Reduced 54.24%
5,816 $356,000
Q4 2022

Jan 31, 2023

BUY
$53.97 - $64.31 $172,218 - $205,213
3,191 Added 33.52%
12,711 $804,000
Q3 2022

Nov 01, 2022

BUY
$24.23 - $70.23 $9,328 - $27,038
385 Added 4.21%
9,520 $554 Million
Q2 2022

Aug 12, 2022

BUY
$61.16 - $73.56 $182,256 - $219,208
2,980 Added 48.42%
9,135 $617,000
Q1 2022

Apr 26, 2022

SELL
$61.85 - $69.99 $212,207 - $240,135
-3,431 Reduced 35.79%
6,155 $430,000
Q4 2021

Jan 20, 2022

SELL
$58.85 - $65.41 $71,031 - $78,949
-1,207 Reduced 11.18%
9,586 $623,000
Q3 2021

Oct 19, 2021

BUY
$58.86 - $65.61 $250,272 - $278,973
4,252 Added 65.01%
10,793 $644,000
Q2 2021

Jul 28, 2021

BUY
$58.12 - $65.27 $27,200 - $30,546
468 Added 7.71%
6,541 $386,000
Q1 2021

May 10, 2021

BUY
$53.88 - $61.92 $327,213 - $376,040
6,073 New
6,073 $371,000

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 $17.3B
  • 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
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