A detailed history of Silver Oak Wealth Management LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 68,825 shares of CMS stock, worth $4.58 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
68,825
Previous 68,825 -0.0%
Holding current value
$4.58 Million
Previous $4.1 Billion 18.65%
% of portfolio
1.09%
Previous 0.98%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

BUY
$56.89 - $63.24 $724,494 - $805,361
12,735 Added 22.7%
68,825 $4.1 Billion
Q1 2024

May 07, 2024

SELL
$55.61 - $60.47 $708,193 - $770,085
-12,735 Reduced 18.5%
56,090 $3.38 Billion
Q4 2023

Feb 14, 2024

BUY
$50.57 - $59.91 $3.48 Million - $4.12 Million
68,825 New
68,825 $4 Billion

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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