A detailed history of Pathstone Family Office, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Pathstone Family Office, LLC holds 13,706 shares of CMS stock, worth $913,504. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,706
Previous 5,748 138.45%
Holding current value
$913,504
Previous $337,000 115.73%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023

BUY
$52.7 - $63.42 $419,386 - $504,696
7,958 Added 138.45%
13,706 $727,000
Q2 2023

Jan 12, 2024

SELL
$56.9 - $62.63 $452,810 - $498,409
-7,958 Reduced 58.06%
5,748 $337,000
Q2 2023

Aug 14, 2023

SELL
$56.9 - $62.63 $90,812 - $99,957
-1,596 Reduced 21.73%
5,748 $337,000
Q1 2023

May 15, 2023

SELL
$57.78 - $65.4 $86,554 - $97,969
-1,498 Reduced 16.94%
7,344 $450,000
Q4 2022

Oct 23, 2023

BUY
$53.97 - $64.31 $190,568 - $227,078
3,531 Added 66.48%
8,842 $559,000
Q4 2022

Feb 13, 2023

SELL
$53.97 - $64.31 $92,504 - $110,227
-1,714 Reduced 16.24%
8,842 $559,000
Q3 2022

Oct 23, 2023

BUY
$24.23 - $70.23 $6,202 - $17,978
256 Added 5.06%
5,311 $309,000
Q3 2022

Nov 14, 2022

BUY
$24.23 - $70.23 $557 - $1,615
23 Added 0.22%
10,556 $615,000
Q2 2022

Oct 23, 2023

SELL
$61.16 - $73.56 $42,383 - $50,977
-693 Reduced 12.06%
5,055 $341,000
Q2 2022

Aug 15, 2022

BUY
$61.16 - $73.56 $644,198 - $774,807
10,533 New
10,533 $710,000
Q1 2021

May 14, 2021

SELL
$53.88 - $61.92 $12,607 - $14,489
-234 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
$57.6 - $67.11 $11,577 - $13,489
201 Added 609.09%
234 $14,000
Q1 2020

Jun 11, 2020

BUY
$48.51 - $68.86 $1,600 - $2,272
33 New
33 $2,000

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 $19.3B
  • 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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