Plante Moran Financial Advisors, LLC Cms Energy Corp Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 8,880 shares of CMS stock, worth $577,999. This represents 0.05% of its overall portfolio holdings.

Number of Shares

8,880

Previous 8,911 0.35%

Holding current value

$577,999

Previous $530,000 18.3%

% of portfolio

0.05%

Previous 0.05%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$58.7 - $70.62 $1,819 - $2,189	-31 Reduced 0.35%	8,880 $627,000
Q1 2024 May 09, 2024	BUY	$55.61 - $60.47 $4,170 - $4,535	75 Added 0.85%	8,911 $537,000
Q2 2023 Aug 07, 2023	SELL	$56.9 - $62.63 $4,267 - $4,697	-75 Reduced 0.84%	8,836 $519,000
Q1 2023 May 08, 2023	BUY	$57.78 - $65.4 $8,724 - $9,875	151 Added 1.72%	8,911 $546,000
Q4 2022 Feb 09, 2023	BUY	$53.97 - $64.31 $4,047 - $4,823	75 Added 0.86%	8,760 $554,000
Q2 2022 Aug 02, 2022	SELL	$61.16 - $73.56 $38,102 - $45,827	-623 Reduced 6.69%	8,685 $586,000
Q1 2022 May 06, 2022	SELL	$61.85 - $69.99 $7,978 - $9,028	-129 Reduced 1.37%	9,308 $651,000
Q4 2021 Feb 09, 2022	SELL	$58.85 - $65.41 $18,125 - $20,146	-308 Reduced 3.16%	9,437 $614,000
Q3 2021 Nov 08, 2021	SELL	$58.86 - $65.61 $269,343 - $300,231	-4,576 Reduced 31.95%	9,745 $582,000
Q2 2021 Aug 10, 2021	SELL	$58.12 - $65.27 $597,299 - $670,779	-10,277 Reduced 41.78%	14,321 $846,000
Q3 2020 Nov 12, 2020	BUY	$58.99 - $64.18 $1.27 Million - $1.38 Million	21,500 Added 694.0%	24,598 $1.51 Million
Q2 2020 Aug 10, 2020	SELL	$53.68 - $63.17 $7,300 - $8,591	-136 Reduced 4.21%	3,098 $181,000
Q1 2020 May 07, 2020	SELL	$48.51 - $68.86 $96,971 - $137,651	-1,999 Reduced 38.2%	3,234 $190,000
Q4 2019 Feb 14, 2020	BUY	$59.58 - $64.92 $50,702 - $55,246	851 Added 19.42%	5,233 $329,000
Q3 2019 Nov 13, 2019	BUY	$57.66 - $65.04 $57 - $65	1 Added 0.02%	4,382 $280,000
Q2 2019 Aug 13, 2019	BUY	$53.56 - $59.15 $53 - $59	1 Added 0.02%	4,381 $254,000
Q1 2019 May 13, 2019	BUY	$48.31 - $56.23 $48 - $56	1 Added 0.02%	4,380 $243,000
Q4 2018 Jan 29, 2019	BUY	$48.14 - $53.48 $48 - $53	1 Added 0.02%	4,379 $217,000
Q3 2018 Nov 09, 2018	SELL	$46.78 - $50.69 $6,783 - $7,350	-145 Reduced 3.21%	4,378 $215,000
Q2 2018 Jul 26, 2018	SELL	$42.63 - $47.28 $7,673 - $8,510	-180 Reduced 3.83%	4,523 $214,000
Q1 2018 May 01, 2018	BUY	$41.77 - $46.95 $5,388 - $6,056	129 Added 2.82%	4,703 $213,000
Q3 2017 Nov 08, 2017	BUY	$46.23 - $49.1 $211,456 - $224,583	4,574	4,574 $212,000

Others Institutions Holding CMS

# of Institutions

749

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 $18.9B
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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Plante Moran Financial Advisors, LLC Cms Energy Corp Transaction History