Ifp Advisors, Inc Cms Energy Corp Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Cms Energy Corp stock. As of the latest transaction made, Ifp Advisors, Inc holds 27,048 shares of CMS stock, worth $1.81 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

27,048

Previous 39,484 31.5%

Holding current value

$1.81 Million

Previous $2.38 Million 32.41%

% of portfolio

0.07%

Previous 0.11%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$56.89 - $63.24 $707,484 - $786,452	-12,436 Reduced 31.5%	27,048 $1.61 Million
Q1 2024 Jul 30, 2024	BUY	$55.61 - $60.47 $1.36 Million - $1.48 Million	24,519 Added 163.84%	39,484 $2.38 Million
Q4 2023 Jan 09, 2024	SELL	$50.57 - $59.91 $95,071 - $112,630	-1,880 Reduced 11.16%	14,965 $869,000
Q3 2023 Oct 12, 2023	BUY	$52.7 - $63.42 $581,702 - $700,029	11,038 Added 190.08%	16,845 $894,000
Q2 2023 Aug 04, 2023	SELL	$56.9 - $62.63 $455 - $501	-8 Reduced 0.14%	5,807 $341,000
Q1 2023 Apr 18, 2023	SELL	$57.78 - $65.4 $149,476 - $169,189	-2,587 Reduced 30.79%	5,815 $356,000
Q4 2022 Feb 07, 2023	SELL	$53.97 - $64.31 $19,537 - $23,280	-362 Reduced 4.13%	8,402 $382,000
Q3 2022 Nov 08, 2022	BUY	$24.23 - $70.23 $23,381 - $67,771	965 Added 12.37%	8,764 $399,000
Q2 2022 Sep 06, 2022	BUY	$61.16 - $73.56 $476,986 - $573,694	7,799 New	7,799 $355,000
Q2 2022 Aug 12, 2022	SELL	$61.16 - $73.56 $476,986 - $573,694	-7,799 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$61.85 - $69.99 $61,664 - $69,780	997 Added 14.66%	7,799 $545,000
Q1 2022 Aug 08, 2022	BUY	$61.85 - $69.99 $9,524 - $10,778	154 Added 2.32%	6,802 $475,000
Q4 2021 Jan 12, 2022	SELL	$58.85 - $65.41 $8,180 - $9,091	-139 Reduced 2.05%	6,648 $432,000
Q3 2021 Oct 06, 2021	BUY	$58.86 - $65.61 $34,021 - $37,922	578 Added 9.31%	6,787 $404,000
Q2 2021 Jul 13, 2021	SELL	$58.12 - $65.27 $83,111 - $93,336	-1,430 Reduced 18.72%	6,209 $366,000
Q1 2021 Apr 30, 2021	BUY	$53.88 - $61.92 $91,003 - $104,582	1,689 Added 28.39%	7,639 $466,000
Q4 2020 Jan 25, 2021	BUY	$57.6 - $67.11 $47,404 - $55,231	823 Added 16.05%	5,950 $362,000
Q3 2020 Oct 29, 2020	BUY	$58.99 - $64.18 $21,767 - $23,682	369 Added 7.76%	5,127 $317,000
Q2 2020 Aug 05, 2020	BUY	$53.68 - $63.17 $96,892 - $114,021	1,805 Added 61.12%	4,758 $275,000
Q1 2020 May 12, 2020	BUY	$48.51 - $68.86 $84,310 - $119,678	1,738 Added 143.05%	2,953 $169,000
Q4 2019 Jan 17, 2020	SELL	$59.58 - $64.92 $43,970 - $47,910	-738 Reduced 37.79%	1,215 $76,000
Q3 2019 Nov 07, 2019	BUY	$57.66 - $65.04 $73,285 - $82,665	1,271 Added 186.36%	1,953 $125,000
Q1 2019 May 15, 2019	SELL	$48.31 - $56.23 $121,982 - $141,980	-2,525 Reduced 78.73%	682 $38,000
Q4 2018 Jan 23, 2019	SELL	$48.14 - $53.48 $3,225 - $3,583	-67 Reduced 2.05%	3,207 $159,000
Q3 2018 Oct 25, 2018	SELL	$46.78 - $50.69 $25,916 - $28,082	-554 Reduced 14.47%	3,274 $0
Q2 2018 Aug 07, 2018	BUY	$42.63 - $47.28 $43,098 - $47,800	1,011 Added 35.89%	3,828 $0
Q1 2018 Jun 03, 2019	SELL	$41.77 - $46.95 $58,478 - $65,730	-1,400 Reduced 33.2%	2,817 $133,000
Q1 2018 May 09, 2018	BUY	$41.77 - $46.95 $58,478 - $65,730	1,400 Added 49.7%	4,217 $0
Q4 2017 Jan 24, 2018	SELL	$45.97 - $50.55 $524,471 - $576,724	-11,409 Reduced 80.2%	2,817 $0
Q3 2017 Oct 30, 2017	BUY	$46.23 - $49.1 $3,929 - $4,173	85 Added 0.6%	14,226 $659,000
Q2 2017 Jun 03, 2019	SELL	N/A	-421 Reduced 2.89%	14,141 $654,000
Q1 2017 Jun 03, 2019	SELL	N/A	-223 Reduced 1.51%	14,562 $651,000
Q4 2016 Jun 03, 2019	SELL	N/A	-7,252 Reduced 32.91%	14,785 $615,000
Q2 2016 Jun 03, 2019	BUY	N/A	21,355 Added 3131.23%	22,037 $1.01 Million
Q1 2016 Jun 03, 2019	BUY	N/A	682	682 $38,000

Others Institutions Holding CMS

# of Institutions

750

Shares Held

288M

Call Options Held

765K

Put Options Held

10.2K

View Full List

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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