A detailed history of Ever Source Wealth Advisors, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,255 shares of CMS stock, worth $150,679. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,255
Previous 1,123 100.8%
Holding current value
$150,679
Previous $66,000 140.91%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$58.7 - $70.62 $66,448 - $79,941
1,132 Added 100.8%
2,255 $159,000
Q2 2024

Aug 13, 2024

SELL
$56.89 - $63.24 $2,673 - $2,972
-47 Reduced 4.02%
1,123 $66,000
Q1 2024

Jun 11, 2024

SELL
$55.61 - $60.47 $5,672 - $6,167
-102 Reduced 8.02%
1,170 $70,000
Q4 2023

Feb 09, 2024

SELL
$50.57 - $59.91 $8,849 - $10,484
-175 Reduced 12.09%
1,272 $73,000
Q3 2023

Nov 03, 2023

BUY
$52.7 - $63.42 $8,432 - $10,147
160 Added 12.43%
1,447 $76,000
Q2 2023

Aug 04, 2023

BUY
$56.9 - $62.63 $9,673 - $10,647
170 Added 15.22%
1,287 $75,000
Q1 2023

May 11, 2023

BUY
$57.78 - $65.4 $6,586 - $7,455
114 Added 11.37%
1,117 $68,000
Q4 2022

Feb 09, 2023

SELL
$53.97 - $64.31 $539 - $643
-10 Reduced 0.99%
1,003 $63,000
Q3 2022

Nov 07, 2022

SELL
$24.23 - $70.23 $4,797 - $13,905
-198 Reduced 16.35%
1,013 $60,000
Q2 2022

Aug 01, 2022

BUY
$61.16 - $73.56 $2,262 - $2,721
37 Added 3.15%
1,211 $81,000
Q1 2022

May 25, 2022

BUY
$61.85 - $69.99 $55,912 - $63,270
904 Added 334.81%
1,174 $82,000
Q4 2021

Feb 07, 2022

BUY
$58.85 - $65.41 $15,889 - $17,660
270 New
270 $18,000

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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