A detailed history of True Wealth Design, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, True Wealth Design, LLC holds 79 shares of CMS stock, worth $5,751. This represents 0.0% of its overall portfolio holdings.

Number of Shares
79
Previous 103 23.3%
Holding current value
$5,751
Previous $7.74 Million 29.25%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025

SELL
$68.57 - $75.51 $1,645 - $1,812
-24 Reduced 23.3%
79 $5.47 Million
Q1 2025

May 13, 2025

BUY
$64.99 - $75.11 $5,589 - $6,459
86 Added 505.88%
103 $7.74 Million
Q4 2024

Feb 14, 2025

BUY
$65.76 - $71.94 $131 - $143
2 Added 13.33%
17 $1.13 Million
Q3 2024

Nov 14, 2024

BUY
$58.7 - $70.62 $117 - $141
2 Added 15.38%
15 $1.06 Million
Q2 2024

Aug 14, 2024

BUY
$56.89 - $63.24 $341 - $379
6 Added 85.71%
13 $774,000
Q1 2024

May 14, 2024

BUY
$55.61 - $60.47 $166 - $181
3 Added 75.0%
7 $423,000
Q4 2022

Feb 15, 2023

BUY
$53.97 - $64.31 $215 - $257
4 New
4 $253,000

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 $21.1B
  • 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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