Crewe Advisors LLC Cms Energy Corp Transaction History

Crewe Advisors LLC

  • $709 Million
  • Q4 2024

A detailed history of Crewe Advisors LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Crewe Advisors LLC holds 1,905 shares of CMS stock, worth $140,074. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,905
Previous 1,905 -0.0%
Holding current value
$140,074
Previous $134,000 5.97%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 29, 2024
SELL
$56.89 - $63.24 $8,192 - $9,106
-144 Reduced 7.03%
1,905 $113,000
Q1 2024

May 13, 2024
BUY
$55.61 - $60.47 $113,944 - $123,903
2,049 New
2,049 $123,000
Q3 2023

Nov 08, 2023
SELL
$52.7 - $63.42 $11,594 - $13,952
-220 Reduced 8.8%
2,280 $121,000
Q2 2023

Jul 28, 2023
SELL
$56.9 - $62.63 $37,952 - $41,774
-667 Reduced 21.06%
2,500 $146,000
Q1 2023

May 12, 2023
SELL
$57.78 - $65.4 $11,844 - $13,407
-205 Reduced 6.08%
3,167 $194,000
Q4 2022

Feb 07, 2023
BUY
$53.97 - $64.31 $21,156 - $25,209
392 Added 13.15%
3,372 $213,000
Q3 2022

Nov 14, 2022
BUY
$24.23 - $70.23 $72 - $210
3 Added 0.1%
2,980 $174,000
Q2 2022

Aug 02, 2022
BUY
$61.16 - $73.56 $34,677 - $41,708
567 Added 23.53%
2,977 $201,000
Q1 2022

Apr 27, 2022
BUY
$61.85 - $69.99 $124,009 - $140,329
2,005 Added 495.06%
2,410 $168,000
Q4 2021

Feb 10, 2022
BUY
$58.85 - $65.41 $23,834 - $26,491
405 New
405 $26,000
Q4 2020

Jan 27, 2021
SELL
$57.6 - $67.11 $1,267 - $1,476
-22 Closed
0 $0
Q3 2020

Oct 13, 2020
BUY
$58.99 - $64.18 $1,297 - $1,411
22 New
22 $1,000

Others Institutions Holding CMS

# of Institutions
771
Shares Held
290M
Call Options Held
709K
Put Options Held
17.8K
View Full List

About CMS ENERGY CORP

CMS Quotes by TradingView
  • Ticker CMS
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 290,196,000
  • Market Cap $21.3B
  • 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, ...
More about CMS
Track This Portfolio

Track Crewe Advisors LLC Portfolio

Follow Crewe Advisors 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 Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email