Oxler Private Wealth LLC Cms Energy Corp Transaction History

Oxler Private Wealth LLC

$275 Million
Q4 2024

A detailed history of Oxler Private Wealth LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Oxler Private Wealth LLC holds 4,491 shares of CMS stock, worth $295,597. This represents 0.11% of its overall portfolio holdings.

Number of Shares

4,491

Previous 4,769 5.83%

Holding current value

$295,597

Previous $336,000 11.01%

% of portfolio

0.11%

Previous 0.12%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$65.76 - $71.94 $18,281 - $19,999	-278 Reduced 5.83%	4,491 $299,000
Q3 2024 Oct 11, 2024	BUY	$58.7 - $70.62 $1,467 - $1,765	25 Added 0.53%	4,769 $336,000
Q2 2024 Jul 29, 2024	BUY	$56.89 - $63.24 $1,934 - $2,150	34 Added 0.72%	4,744 $282,000
Q1 2024 Apr 24, 2024	BUY	$55.61 - $60.47 $2,001 - $2,176	36 Added 0.77%	4,710 $284,000
Q4 2023 Feb 09, 2024	SELL	$50.57 - $59.91 $1.08 Million - $1.28 Million	-21,314 Reduced 82.01%	4,674 $271,000
Q3 2023 Oct 12, 2023	SELL	$52.7 - $63.42 $55,440 - $66,717	-1,052 Reduced 3.89%	25,988 $1.38 Million
Q2 2023 Aug 10, 2023	BUY	$56.9 - $62.63 $12,802 - $14,091	225 Added 0.84%	27,040 $1.59 Million
Q1 2023 May 10, 2023	BUY	$57.78 - $65.4 $12,191 - $13,799	211 Added 0.79%	26,815 $1.65 Million
Q4 2022 Feb 13, 2023	SELL	$53.97 - $64.31 $28,172 - $33,569	-522 Reduced 1.92%	26,604 $1.68 Million
Q3 2022 Nov 15, 2022	BUY	$24.23 - $70.23 $4,216 - $12,220	174 Added 0.65%	27,126 $1.58 Million
Q2 2022 Aug 15, 2022	BUY	$61.16 - $73.56 $10,397 - $12,505	170 Added 0.63%	26,952 $1.82 Million
Q1 2022 May 16, 2022	SELL	$61.85 - $69.99 $6,617 - $7,488	-107 Reduced 0.4%	26,782 $1.87 Million
Q4 2021 Jan 27, 2022	BUY	$58.85 - $65.41 $2,589 - $2,878	44 Added 0.16%	26,889 $1.75 Million
Q3 2021 Nov 09, 2021	BUY	$58.86 - $65.61 $88,290 - $98,415	1,500 Added 5.92%	26,845 $1.6 Million
Q4 2020 Feb 16, 2021	BUY	$57.6 - $67.11 $1.46 Million - $1.7 Million	25,345 New	25,345 $1.55 Million

Others Institutions Holding CMS

# of Institutions

744

Shares Held

287M

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 $19.1B
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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Oxler Private Wealth LLC Cms Energy Corp Transaction History