A detailed history of Mcdonald Partners LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Mcdonald Partners LLC holds 3,170 shares of CMS stock, worth $234,389. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,170
Previous 3,863 17.94%
Holding current value
$234,389
Previous $267,000 13.11%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

SELL
$69.37 - $74.67 $48,073 - $51,746
-693 Reduced 17.94%
3,170 $232,000
Q2 2025

Aug 12, 2025

BUY
$68.57 - $75.51 $2,262 - $2,491
33 Added 0.86%
3,863 $267,000
Q1 2025

May 15, 2025

BUY
$64.99 - $75.11 $29,115 - $33,649
448 Added 13.25%
3,830 $287,000
Q4 2024

Jan 31, 2025

BUY
$65.76 - $71.94 $222,400 - $243,301
3,382 New
3,382 $225,000

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 $21.5B
  • 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
Track This Portfolio

Track Mcdonald Partners LLC Portfolio

Follow Mcdonald Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mcdonald Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mcdonald Partners LLC with notifications on news.