A detailed history of Steward Partners Investment Advisory, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 26,651 shares of CMS stock, worth $1.78 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
26,651
Previous 25,569 4.23%
Holding current value
$1.78 Million
Previous $1.52 Million 23.65%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$58.7 - $70.62 $63,513 - $76,410
1,082 Added 4.23%
26,651 $1.88 Million
Q2 2024

Aug 08, 2024

BUY
$56.89 - $63.24 $91,251 - $101,436
1,604 Added 6.69%
25,569 $1.52 Million
Q1 2024

May 15, 2024

SELL
$55.61 - $60.47 $1,223 - $1,330
-22 Reduced 0.09%
23,965 $1.45 Million
Q4 2023

Feb 12, 2024

BUY
$50.57 - $59.91 $50,317 - $59,610
995 Added 4.33%
23,987 $1.39 Million
Q3 2023

Nov 13, 2023

BUY
$52.7 - $63.42 $35,836 - $43,125
680 Added 3.05%
22,992 $1.22 Million
Q2 2023

Aug 14, 2023

BUY
$56.9 - $62.63 $167,456 - $184,320
2,943 Added 15.19%
22,312 $1.31 Million
Q1 2023

May 15, 2023

BUY
$57.78 - $65.4 $19,125 - $21,647
331 Added 1.74%
19,369 $1.19 Million
Q4 2022

Feb 15, 2023

BUY
$53.97 - $64.31 $6,422 - $7,652
119 Added 0.63%
19,038 $1.21 Million
Q3 2022

Nov 10, 2022

BUY
$24.23 - $70.23 $9,740 - $28,232
402 Added 2.17%
18,919 $1.1 Million
Q2 2022

Aug 04, 2022

SELL
$61.16 - $73.56 $12,232 - $14,712
-200 Reduced 1.07%
18,517 $1.25 Million
Q1 2022

May 02, 2022

BUY
$61.85 - $69.99 $34,512 - $39,054
558 Added 3.07%
18,717 $1.31 Million
Q4 2021

Feb 08, 2022

BUY
$58.85 - $65.41 $39,429 - $43,824
670 Added 3.83%
18,159 $1.18 Million
Q3 2021

Nov 12, 2021

BUY
$58.86 - $65.61 $67,924 - $75,713
1,154 Added 7.06%
17,489 $1.05 Million
Q2 2021

Aug 13, 2021

SELL
$58.12 - $65.27 $475,363 - $533,843
-8,179 Reduced 33.36%
16,335 $965,000
Q1 2021

May 14, 2021

BUY
$53.88 - $61.92 $376,890 - $433,130
6,995 Added 39.93%
24,514 $1.5 Million
Q4 2020

Feb 11, 2021

BUY
$57.6 - $67.11 $182,131 - $212,201
3,162 Added 22.02%
17,519 $1.07 Million
Q3 2020

Oct 30, 2020

BUY
$58.99 - $64.18 $11,326 - $12,322
192 Added 1.36%
14,357 $882,000
Q2 2020

Aug 06, 2020

BUY
$53.68 - $63.17 $39,991 - $47,061
745 Added 5.55%
14,165 $828,000
Q1 2020

Apr 29, 2020

BUY
$48.51 - $68.86 $52,536 - $74,575
1,083 Added 8.78%
13,420 $788,000
Q4 2019

Jan 17, 2020

BUY
$59.58 - $64.92 $16,503 - $17,982
277 Added 2.3%
12,337 $775,000
Q3 2019

Oct 30, 2019

BUY
$57.66 - $65.04 $10,955 - $12,357
190 Added 1.6%
12,060 $771,000
Q2 2019

Jul 25, 2019

SELL
$53.56 - $59.15 $4,284 - $4,732
-80 Reduced 0.67%
11,870 $687,000
Q1 2019

Apr 30, 2019

BUY
$48.31 - $56.23 $18,212 - $21,198
377 Added 3.26%
11,950 $663,000
Q4 2018

Jan 15, 2019

BUY
$48.14 - $53.48 $511,680 - $568,438
10,629 Added 1125.95%
11,573 $574,000
Q3 2018

Oct 23, 2018

BUY
$46.78 - $50.69 $40,184 - $43,542
859 Added 1010.59%
944 $46,000
Q2 2017

Nov 22, 2017

SELL
N/A
-153 Reduced 64.29%
85 $3,000
Q1 2017

Nov 22, 2017

BUY
N/A
153 Added 180.0%
238 $10,000
Q4 2016

Nov 22, 2017

BUY
N/A
85
85 $3,000

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 $19.4B
  • 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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