Lpl Financial LLC Cms Energy Corp Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

A detailed history of Lpl Financial LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Lpl Financial LLC holds 274,442 shares of CMS stock, worth $18.8 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
274,442
Previous 247,333 10.96%
Holding current value
$18.8 Million
Previous $14.7 Million 31.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 08, 2024
BUY
$58.7 - $70.62 $1.59 Million - $1.91 Million
27,109 Added 10.96%
274,442 $19.4 Million
Q2 2024

Aug 07, 2024
BUY
$56.89 - $63.24 $950,802 - $1.06 Million
16,713 Added 7.25%
247,333 $14.7 Million
Q1 2024

May 10, 2024
BUY
$55.61 - $60.47 $156,486 - $170,162
2,814 Added 1.24%
230,620 $13.9 Million
Q4 2023

Feb 14, 2024
SELL
$50.57 - $59.91 $235,909 - $279,480
-4,665 Reduced 2.01%
227,806 $13.2 Million
Q3 2023

Nov 13, 2023
BUY
$52.7 - $63.42 $2.66 Million - $3.2 Million
50,472 Added 27.73%
232,471 $12.3 Million
Q2 2023

Jul 31, 2023
BUY
$56.9 - $62.63 $991,596 - $1.09 Million
17,427 Added 10.59%
181,999 $10.7 Million
Q1 2023

May 10, 2023
SELL
$57.78 - $65.4 $8,898 - $10,071
-154 Reduced 0.09%
164,572 $10.1 Million
Q4 2022

Feb 07, 2023
BUY
$53.97 - $64.31 $3.09 Million - $3.68 Million
57,245 Added 53.26%
164,726 $10.4 Million
Q3 2022

Nov 14, 2022
BUY
$24.23 - $70.23 $194,445 - $563,595
8,025 Added 8.07%
107,481 $6.26 Million
Q2 2022

Aug 12, 2022
BUY
$61.16 - $73.56 $915,748 - $1.1 Million
14,973 Added 17.72%
99,456 $6.71 Million
Q1 2022

May 16, 2022
BUY
$61.85 - $69.99 $300,343 - $339,871
4,856 Added 6.1%
84,483 $5.91 Million
Q4 2021

Feb 14, 2022
BUY
$58.85 - $65.41 $621,102 - $690,337
10,554 Added 15.28%
79,627 $5.18 Million
Q3 2021

Nov 15, 2021
BUY
$58.86 - $65.61 $202,713 - $225,960
3,444 Added 5.25%
69,073 $4.13 Million
Q2 2021

Aug 13, 2021
BUY
$58.12 - $65.27 $342,210 - $384,309
5,888 Added 9.86%
65,629 $3.88 Million
Q1 2021

May 14, 2021
BUY
$53.88 - $61.92 $344,939 - $396,411
6,402 Added 12.0%
59,741 $3.66 Million
Q4 2020

Feb 12, 2021
BUY
$57.6 - $67.11 $639,763 - $745,390
11,107 Added 26.3%
53,339 $3.25 Million
Q3 2020

Nov 09, 2020
BUY
$58.99 - $64.18 $80,698 - $87,798
1,368 Added 3.35%
42,232 $2.59 Million
Q2 2020

Aug 13, 2020
BUY
$53.68 - $63.17 $277,686 - $326,778
5,173 Added 14.49%
40,864 $2.39 Million
Q1 2020

May 14, 2020
SELL
$48.51 - $68.86 $149,410 - $212,088
-3,080 Reduced 7.94%
35,691 $2.1 Million
Q4 2019

Feb 14, 2020
BUY
$59.58 - $64.92 $285,388 - $310,966
4,790 Added 14.1%
38,771 $2.44 Million
Q3 2019

Nov 13, 2019
BUY
$57.66 - $65.04 $366,141 - $413,004
6,350 Added 22.98%
33,981 $2.17 Million
Q2 2019

Aug 09, 2019
BUY
$53.56 - $59.15 $104,227 - $115,105
1,946 Added 7.58%
27,631 $1.6 Million
Q1 2019

May 08, 2019
BUY
$48.31 - $56.23 $77,344 - $90,024
1,601 Added 6.65%
25,685 $1.43 Million
Q4 2018

Feb 07, 2019
BUY
$48.14 - $53.48 $29,076 - $32,301
604 Added 2.57%
24,084 $1.2 Million
Q3 2018

Nov 14, 2018
SELL
$46.78 - $50.69 $19,366 - $20,985
-414 Reduced 1.73%
23,480 $1.15 Million
Q2 2018

Aug 14, 2018
SELL
$42.63 - $47.28 $144,473 - $160,231
-3,389 Reduced 12.42%
23,894 $1.13 Million
Q1 2018

May 15, 2018
BUY
$41.77 - $46.95 $164,573 - $184,983
3,940 Added 16.88%
27,283 $1.24 Million
Q4 2017

Feb 14, 2018
BUY
$45.97 - $50.55 $104,673 - $115,102
2,277 Added 10.81%
23,343 $1.1 Million
Q3 2017

Nov 14, 2017
SELL
$46.23 - $49.1 $6,842 - $7,266
-148 Reduced 0.7%
21,066 $976,000
Q2 2017

Aug 14, 2017
BUY
N/A
21,214
21,214 $981,000

Others Institutions Holding CMS

# of Institutions
749
Shares Held
288M
Call Options Held
765K
Put Options Held
10.2K
View Full List

About CMS ENERGY CORP

CMS Quotes by TradingView
  • 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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