A detailed history of Summit Financial, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Summit Financial, LLC holds 8,106 shares of CMS stock, worth $553,072. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,106
Previous 8,076 0.37%
Holding current value
$553,072
Previous $480,000 19.17%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$58.7 - $70.62 $1,761 - $2,118
30 Added 0.37%
8,106 $572,000
Q2 2024

Jul 31, 2024

BUY
$56.89 - $63.24 $55,012 - $61,153
967 Added 13.6%
8,076 $480,000
Q1 2024

Apr 24, 2024

SELL
$55.61 - $60.47 $4,170 - $4,535
-75 Reduced 1.04%
7,109 $428,000
Q4 2023

Feb 05, 2024

SELL
$50.57 - $59.91 $25,537 - $30,254
-505 Reduced 6.57%
7,184 $417,000
Q3 2023

Nov 07, 2023

BUY
$52.7 - $63.42 $7,746 - $9,322
147 Added 1.95%
7,689 $408,000
Q2 2023

Aug 11, 2023

BUY
$56.9 - $62.63 $429,139 - $472,355
7,542 New
7,542 $443,000

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 $19.8B
  • 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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