A detailed history of Lido Advisors, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Lido Advisors, LLC holds 10,734 shares of CMS stock, worth $723,578. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,734
Previous 10,879 1.33%
Holding current value
$723,578
Previous $647,000 17.16%
% 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 $8,511 - $10,239
-145 Reduced 1.33%
10,734 $758,000
Q2 2024

Aug 14, 2024

SELL
$56.89 - $63.24 $39,993 - $44,457
-703 Reduced 6.07%
10,879 $647,000
Q1 2024

May 15, 2024

BUY
$55.61 - $60.47 $7,618 - $8,284
137 Added 1.2%
11,582 $698,000
Q4 2023

Feb 14, 2024

BUY
$50.57 - $59.91 $270,600 - $320,578
5,351 Added 87.81%
11,445 $664,000
Q3 2023

Nov 14, 2023

BUY
$52.7 - $63.42 $116,941 - $140,728
2,219 Added 57.26%
6,094 $323,000
Q2 2023

Aug 09, 2023

BUY
$56.9 - $62.63 $220,487 - $242,691
3,875 New
3,875 $227,000

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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