A detailed history of Principia Wealth Advisory, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 13 shares of CMS stock, worth $961. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13
Previous 8 62.5%
Holding current value
$961
Previous $569,000 58.35%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

BUY
$68.57 - $75.51 $342 - $377
5 Added 62.5%
13 $901,000
Q4 2024

Apr 11, 2025

BUY
$65.76 - $71.94 $526 - $575
8 New
8 $533,000

Others Institutions Holding CMS

About CMS ENERGY CORP


  • Ticker CMS
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 290,196,000
  • Market Cap $21.5B
  • 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, ...
More about CMS
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