A detailed history of Centennial Wealth Advisory LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Centennial Wealth Advisory LLC holds 7,173 shares of CMS stock, worth $498,810. This represents 0.19% of its overall portfolio holdings.

Number of Shares
7,173
Previous 6,865 4.49%
Holding current value
$498,810
Previous $414,000 3.14%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Jul 22, 2024

BUY
$56.89 - $63.24 $17,522 - $19,477
308 Added 4.49%
7,173 $427,000
Q1 2024

Apr 22, 2024

SELL
$55.61 - $60.47 $25,691 - $27,937
-462 Reduced 6.31%
6,865 $414,000
Q4 2023

Jan 17, 2024

BUY
$50.57 - $59.91 $15,423 - $18,272
305 Added 4.34%
7,327 $425,000
Q3 2023

Oct 10, 2023

BUY
$52.7 - $63.42 $11,277 - $13,571
214 Added 3.14%
7,022 $372,000
Q2 2023

Jul 17, 2023

SELL
$56.9 - $62.63 $16,842 - $18,538
-296 Reduced 4.17%
6,808 $399,000
Q1 2023

Apr 13, 2023

BUY
$57.78 - $65.4 $44,143 - $49,965
764 Added 12.05%
7,104 $436,000
Q4 2022

Jan 17, 2023

BUY
$53.97 - $64.31 $38,318 - $45,660
710 Added 12.61%
6,340 $0
Q3 2022

Oct 12, 2022

BUY
$24.23 - $70.23 $11,678 - $33,850
482 Added 9.36%
5,630 $328,000
Q2 2022

Jul 12, 2022

BUY
$61.16 - $73.56 $314,851 - $378,686
5,148 New
5,148 $347,000

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 $20.2B
  • 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 Centennial Wealth Advisory LLC Portfolio

Follow Centennial Wealth Advisory 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 Centennial Wealth Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Centennial Wealth Advisory LLC with notifications on news.