A detailed history of Summit Trail Advisors, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 6,551 shares of CMS stock, worth $435,838. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,551
Previous 3,575 83.24%
Holding current value
$435,838
Previous $212,000 117.92%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$58.7 - $70.62 $174,691 - $210,165
2,976 Added 83.24%
6,551 $462,000
Q2 2024

Aug 13, 2024

BUY
$56.89 - $63.24 $203,381 - $226,083
3,575 New
3,575 $212,000
Q1 2018

May 21, 2018

BUY
$41.77 - $46.95 $1.23 Million - $1.38 Million
29,486 Added 2526.65%
30,653 $31,000
Q4 2017

Feb 14, 2018

BUY
$45.97 - $50.55 $53,646 - $58,991
1,167
1,167 $52,000

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
Track This Portfolio

Track Summit Trail Advisors, LLC Portfolio

Follow Summit Trail Advisors, 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 Summit Trail Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Trail Advisors, LLC with notifications on news.