A detailed history of Kestra Private Wealth Services, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 4,648 shares of CMS stock, worth $317,458. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,648
Previous 4,897 5.08%
Holding current value
$317,458
Previous $291,000 12.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

SELL
$58.7 - $70.62 $14,616 - $17,584
-249 Reduced 5.08%
4,648 $328,000
Q2 2024

Aug 12, 2024

SELL
$56.89 - $63.24 $39,709 - $44,141
-698 Reduced 12.48%
4,897 $291,000
Q1 2024

May 02, 2024

SELL
$55.61 - $60.47 $62,950 - $68,452
-1,132 Reduced 16.83%
5,595 $337,000
Q4 2023

Feb 05, 2024

SELL
$50.57 - $59.91 $33,679 - $39,900
-666 Reduced 9.01%
6,727 $390,000
Q3 2023

Nov 07, 2023

SELL
$52.7 - $63.42 $9,222 - $11,098
-175 Reduced 2.31%
7,393 $392,000
Q2 2023

Aug 08, 2023

BUY
$56.9 - $62.63 $11,038 - $12,150
194 Added 2.63%
7,568 $444,000
Q1 2023

May 12, 2023

BUY
$57.78 - $65.4 $51,713 - $58,533
895 Added 13.81%
7,374 $452,000
Q4 2022

Jan 31, 2023

SELL
$53.97 - $64.31 $6,638 - $7,910
-123 Reduced 1.86%
6,479 $410,000
Q3 2022

Nov 14, 2022

BUY
$24.23 - $70.23 $9,255 - $26,827
382 Added 6.14%
6,602 $385,000
Q2 2022

Aug 12, 2022

BUY
$61.16 - $73.56 $189,351 - $227,741
3,096 Added 99.1%
6,220 $420,000
Q1 2022

May 26, 2022

BUY
$61.85 - $69.99 $927 - $1,049
15 Added 0.48%
3,124 $218,000
Q4 2021

Jan 21, 2022

BUY
$58.85 - $65.41 $182,964 - $203,359
3,109 New
3,109 $202,000

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 $19.8B
  • 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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