A detailed history of Continuum Advisory, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Continuum Advisory, LLC holds 3,472 shares of CMS stock, worth $251,164. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,472
Previous 3,077 12.84%
Holding current value
$251,164
Previous $217,000 6.45%
% of portfolio
0.03%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$65.76 - $71.94 $25,975 - $28,416
395 Added 12.84%
3,472 $231,000
Q3 2024

Nov 15, 2024

BUY
$58.7 - $70.62 $43,848 - $52,753
747 Added 32.06%
3,077 $217,000
Q2 2024

Jul 19, 2024

BUY
$56.89 - $63.24 $11,662 - $12,964
205 Added 9.65%
2,330 $138,000
Q1 2024

May 10, 2024

BUY
$55.61 - $60.47 $118,171 - $128,498
2,125 New
2,125 $128,000

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 $21B
  • 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 Continuum Advisory, LLC Portfolio

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

News

Stay updated on Continuum Advisory, LLC with notifications on news.