Lloyd Advisory Services, Llc. Cms Energy Corp Transaction History

Lloyd Advisory Services, Llc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$55.61 - $60.47 $833,871 - $906,747	14,995 New	14,995 $904,000
Q2 2022 Aug 15, 2022	SELL	$61.16 - $73.56 $18,348 - $22,068	-300 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$61.85 - $69.99 $1,793 - $2,029	29 Added 10.7%	300 $21,000
Q4 2021 Jan 26, 2022	BUY	$58.85 - $65.41 $1,412 - $1,569	24 Added 9.72%	271 $18,000
Q3 2021 Oct 21, 2021	BUY	$58.86 - $65.61 $8,122 - $9,054	138 Added 126.61%	247 $15,000
Q2 2021 Aug 09, 2021	BUY	$58.12 - $65.27 $3,196 - $3,589	55 Added 101.85%	109 $6,000
Q4 2020 Feb 04, 2021	BUY	$57.6 - $67.11 $3,110 - $3,623	54 New	54 $3,000

748

289M

765K

10.2K

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $19.5B
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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