A detailed history of Venturi Wealth Management, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,513 shares of CMS stock, worth $103,746. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,513
Previous 1,513 -0.0%
Holding current value
$103,746
Previous $90,000 17.78%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 19, 2024

BUY
$56.89 - $63.24 $18,432 - $20,489
324 Added 27.25%
1,513 $90,000
Q1 2024

Apr 23, 2024

BUY
$55.61 - $60.47 $61,893 - $67,303
1,113 Added 1464.47%
1,189 $71,000
Q4 2023

Jan 23, 2024

BUY
$50.57 - $59.91 $1,213 - $1,437
24 Added 46.15%
76 $4,000
Q3 2023

Nov 02, 2023

BUY
$52.7 - $63.42 $2,740 - $3,297
52 New
52 $2,000
Q1 2020

May 15, 2020

SELL
$48.51 - $68.86 $295,959 - $420,114
-6,101 Closed
0 $0
Q4 2019

Jan 27, 2020

SELL
$59.58 - $64.92 $12,213 - $13,308
-205 Reduced 3.25%
6,101 $383,000
Q3 2019

Oct 29, 2019

SELL
$57.66 - $65.04 $4,497 - $5,073
-78 Reduced 1.22%
6,306 $403,000
Q2 2019

Aug 07, 2019

SELL
$53.56 - $59.15 $3,213 - $3,549
-60 Reduced 0.93%
6,384 $370,000
Q1 2019

May 14, 2019

SELL
$48.31 - $56.23 $28,599 - $33,288
-592 Reduced 8.41%
6,444 $354,000
Q4 2018

Feb 12, 2019

BUY
$48.14 - $53.48 $338,713 - $376,285
7,036 New
7,036 $341,000

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 $19.9B
  • 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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