A detailed history of Ae Wealth Management LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Ae Wealth Management LLC holds 202,843 shares of CMS stock, worth $13.6 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
202,843
Previous 202,768 0.04%
Holding current value
$13.6 Million
Previous $12.1 Million 18.67%
% of portfolio
0.15%
Previous 0.13%

Shares

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

Nov 14, 2024

BUY
$58.7 - $70.62 $4,402 - $5,296
75 Added 0.04%
202,843 $14.3 Million
Q2 2024

Aug 12, 2024

BUY
$56.89 - $63.24 $543,982 - $604,700
9,562 Added 4.95%
202,768 $12.1 Million
Q1 2024

May 15, 2024

SELL
$55.61 - $60.47 $2.3 Million - $2.5 Million
-41,324 Reduced 17.62%
193,206 $11.7 Million
Q4 2023

Feb 14, 2024

SELL
$50.57 - $59.91 $1.66 Million - $1.96 Million
-32,765 Reduced 12.26%
234,530 $13.6 Million
Q3 2023

Oct 11, 2023

SELL
$52.7 - $63.42 $821,751 - $988,908
-15,593 Reduced 5.51%
267,295 $14.2 Million
Q2 2023

Jul 10, 2023

SELL
$56.9 - $62.63 $27,596 - $30,375
-485 Reduced 0.17%
282,888 $16.6 Million
Q1 2023

Apr 14, 2023

BUY
$57.78 - $65.4 $5.09 Million - $5.76 Million
88,095 Added 45.11%
283,373 $17.4 Million
Q4 2022

Jan 31, 2023

BUY
$53.97 - $64.31 $2.88 Million - $3.43 Million
53,297 Added 37.54%
195,278 $12.4 Million
Q3 2022

Oct 25, 2022

BUY
$24.23 - $70.23 $1.09 Million - $3.15 Million
44,908 Added 46.26%
141,981 $8.27 Million
Q2 2022

Aug 03, 2022

BUY
$61.16 - $73.56 $2.04 Million - $2.46 Million
33,426 Added 52.52%
97,073 $6.55 Million
Q1 2022

Apr 18, 2022

BUY
$61.85 - $69.99 $709,295 - $802,645
11,468 Added 21.98%
63,647 $4.45 Million
Q4 2021

Jan 20, 2022

BUY
$58.85 - $65.41 $305,843 - $339,935
5,197 Added 11.06%
52,179 $3.39 Million
Q3 2021

Nov 01, 2021

BUY
$58.86 - $65.61 $411,078 - $458,220
6,984 Added 17.46%
46,982 $2.81 Million
Q2 2021

Jul 21, 2021

BUY
$58.12 - $65.27 $917,191 - $1.03 Million
15,781 Added 65.16%
39,998 $2.36 Million
Q1 2021

Apr 27, 2021

BUY
$53.88 - $61.92 $176,941 - $203,345
3,284 Added 15.69%
24,217 $1.48 Million
Q4 2020

Feb 01, 2021

BUY
$57.6 - $67.11 $917,452 - $1.07 Million
15,928 Added 318.24%
20,933 $1.28 Million
Q3 2020

Nov 06, 2020

BUY
$58.99 - $64.18 $12,918 - $14,055
219 Added 4.58%
5,005 $307,000
Q2 2020

Aug 05, 2020

SELL
$53.68 - $63.17 $239,251 - $281,548
-4,457 Reduced 48.22%
4,786 $280,000
Q1 2020

May 07, 2020

BUY
$48.51 - $68.86 $130,977 - $185,922
2,700 Added 41.27%
9,243 $543,000
Q4 2019

Jan 15, 2020

BUY
$59.58 - $64.92 $389,831 - $424,771
6,543 New
6,543 $411,000

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 $19.4B
  • 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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