Concord Wealth Partners Cms Energy Corp Transaction History

Concord Wealth Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Apr 30, 2024	BUY	$52.7 - $63.42 $3,267 - $3,932	62 New	62 $3,000
Q4 2022 Jan 27, 2023	BUY	$53.97 - $64.31 $3,346 - $3,987	62 New	62 $3,000
Q2 2022 Aug 04, 2022	SELL	$61.16 - $73.56 $2,752 - $3,310	-45 Reduced 24.46%	139 $9,000
Q1 2022 Apr 20, 2022	BUY	$61.85 - $69.99 $618 - $699	10 Added 5.75%	184 $13,000
Q4 2021 Jan 21, 2022	BUY	$58.85 - $65.41 $6,591 - $7,325	112 Added 180.65%	174 $11,000
Q1 2021 May 13, 2021	BUY	$53.88 - $61.92 $3,340 - $3,839	62 New	62 $4,000

758

285M

769K

10.2K

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $20.3B
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, ...

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