A detailed history of Wetherby Asset Management Inc transactions in Cms Energy Corp stock. As of the latest transaction made, Wetherby Asset Management Inc holds 4,925 shares of CMS stock, worth $337,707. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,925
Previous 4,938 0.26%
Holding current value
$337,707
Previous $293,000 18.43%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$58.7 - $70.62 $763 - $918
-13 Reduced 0.26%
4,925 $347,000
Q2 2024

Aug 14, 2024

SELL
$56.89 - $63.24 $21,959 - $24,410
-386 Reduced 7.25%
4,938 $293,000
Q1 2024

May 15, 2024

BUY
$55.61 - $60.47 $834 - $907
15 Added 0.28%
5,324 $321,000
Q4 2023

Feb 14, 2024

BUY
$50.57 - $59.91 $7,332 - $8,686
145 Added 2.81%
5,309 $308,000
Q3 2023

Nov 14, 2023

SELL
$52.7 - $63.42 $14,439 - $17,377
-274 Reduced 5.04%
5,164 $274,000
Q2 2023

Aug 14, 2023

BUY
$56.9 - $62.63 $6,145 - $6,764
108 Added 2.03%
5,438 $319,000
Q1 2023

May 12, 2023

BUY
$57.78 - $65.4 $6,933 - $7,848
120 Added 2.3%
5,330 $327,000
Q4 2022

Feb 14, 2023

BUY
$53.97 - $64.31 $47,169 - $56,206
874 Added 20.16%
5,210 $329,000
Q3 2022

Nov 14, 2022

BUY
$24.23 - $70.23 $6,154 - $17,838
254 Added 6.22%
4,336 $253,000
Q2 2022

Aug 15, 2022

SELL
$61.16 - $73.56 $795 - $956
-13 Reduced 0.32%
4,082 $276,000
Q1 2022

May 16, 2022

BUY
$61.85 - $69.99 $2,412 - $2,729
39 Added 0.96%
4,095 $286,000
Q4 2021

Feb 14, 2022

SELL
$58.85 - $65.41 $1,824 - $2,027
-31 Reduced 0.76%
4,056 $264,000
Q3 2021

Nov 15, 2021

BUY
$58.86 - $65.61 $3,413 - $3,805
58 Added 1.44%
4,087 $244,000
Q2 2021

Aug 16, 2021

SELL
$58.12 - $65.27 $7,613 - $8,550
-131 Reduced 3.15%
4,029 $238,000
Q1 2021

May 14, 2021

SELL
$53.88 - $61.92 $10,991 - $12,631
-204 Reduced 4.67%
4,160 $255,000
Q4 2020

Feb 11, 2021

BUY
$57.6 - $67.11 $245,203 - $285,687
4,257 Added 3978.5%
4,364 $266,000
Q3 2020

Dec 16, 2020

SELL
$58.99 - $64.18 $283,034 - $307,935
-4,798 Reduced 97.82%
107 $7,000
Q3 2020

Dec 16, 2020

SELL
$58.99 - $64.18 $6,311 - $6,867
-107 Reduced 2.13%
4,905 $301,000
Q3 2020

Nov 13, 2020

BUY
$58.99 - $64.18 $23,006 - $25,030
390 Added 8.44%
5,012 $308,000
Q2 2020

Aug 14, 2020

BUY
$53.68 - $63.17 $3,918 - $4,611
73 Added 1.6%
4,622 $270,000
Q1 2020

May 06, 2020

BUY
$48.51 - $68.86 $30,997 - $44,001
639 Added 16.34%
4,549 $267,000
Q4 2019

Jan 28, 2020

SELL
$59.58 - $64.92 $30,326 - $33,044
-509 Reduced 11.52%
3,910 $246,000
Q3 2019

Oct 31, 2019

BUY
$57.66 - $65.04 $21,795 - $24,585
378 Added 9.35%
4,419 $283,000
Q2 2019

Jul 25, 2019

BUY
$53.56 - $59.15 $1,071 - $1,183
20 Added 0.5%
4,041 $234,000
Q1 2019

May 09, 2019

BUY
$48.31 - $56.23 $194,254 - $226,100
4,021 New
4,021 $223,000
Q4 2018

Jan 30, 2019

SELL
$48.14 - $53.48 $225,439 - $250,446
-4,683 Closed
0 $0
Q3 2018

Nov 07, 2018

SELL
$46.78 - $50.69 $2,058 - $2,230
-44 Reduced 0.93%
4,683 $229,000
Q2 2018

Jul 24, 2018

SELL
$42.63 - $47.28 $596 - $661
-14 Reduced 0.3%
4,727 $223,000
Q1 2018

May 04, 2018

BUY
$41.77 - $46.95 $17,376 - $19,531
416 Added 9.62%
4,741 $215,000
Q4 2017

Feb 09, 2018

SELL
$45.97 - $50.55 $44,269 - $48,679
-963 Reduced 18.21%
4,325 $205,000
Q3 2017

Nov 13, 2017

BUY
$46.23 - $49.1 $244,464 - $259,640
5,288
5,288 $245,000

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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