Moneta Group Investment Advisors LLC Cms Energy Corp Transaction History

Moneta Group Investment Advisors LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Nov 12, 2019	SELL	$57.66 - $65.04 $10,955 - $12,357	-190 Closed	0 $0
Q2 2019 Aug 16, 2019	SELL	$53.56 - $59.15 $412,197 - $455,218	-7,696 Reduced 97.59%	190 $11,000
Q2 2019 Aug 13, 2019	BUY	$53.56 - $59.15 $411,769 - $454,745	7,688 Added 3882.83%	7,886 $11,000
Q1 2019 May 16, 2019	SELL	$48.31 - $56.23 $12,174 - $14,169	-252 Reduced 56.0%	198 $11,000
Q1 2019 May 15, 2019	BUY	$48.31 - $56.23 $7,439 - $8,659	154 Added 52.03%	450 $11,000
Q2 2018 Aug 14, 2018	BUY	$42.63 - $47.28 $12,618 - $13,994	296 New	296 $14,000
Q1 2018 May 14, 2018	SELL	$41.77 - $46.95 $543 - $610	-13 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$45.97 - $50.55 $597 - $657	13	13 $1,000

747

287M

765K

10.2K

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, ...

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