Loring Wolcott & Coolidge Fiduciary Advisors LLP Cms Energy Corp Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.9 Billion
Q4 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	BUY	$61.16 - $73.56 $2,201 - $2,648	36 New	36 $2,000
Q4 2019 Jan 22, 2020	SELL	$59.58 - $64.92 $2,204 - $2,402	-37 Closed	0 $0
Q3 2019 Nov 05, 2019	SELL	$57.66 - $65.04 $4,382 - $4,943	-76 Reduced 67.26%	37 $2,000
Q1 2019 Apr 08, 2019	BUY	$48.31 - $56.23 $3,671 - $4,273	76 Added 205.41%	113 $6,000
Q3 2017 Oct 27, 2017	BUY	$46.23 - $49.1 $1,710 - $1,816	37	37 $2,000

Others Institutions Holding CMS

# of Institutions

747

Shares Held

287M

Call Options Held

765K

Put Options Held

10.2K

Vanguard Group Inc Valley Forge, PA

37.9M
Shares

$2.6 Billion
0.05% of portfolio
Black Rock Inc. New York, NY

28.6M
Shares

$1.97 Billion
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

27M
Shares

$1.86 Billion
0.16% of portfolio
State Street Corp Boston, MA

16.3M
Shares

$1.12 Billion
0.05% of portfolio
Price T Rowe Associates Inc Baltimore, MD

10.8M
Shares

$740 Million
0.09% of portfolio

View Full List

About CMS ENERGY CORP

Ticker CMS
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 290,196,000
Market Cap $19.9B
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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