A detailed history of Private Advisor Group, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Private Advisor Group, LLC holds 38,840 shares of CMS stock, worth $2.53 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
38,840
Previous 33,510 15.91%
Holding current value
$2.53 Million
Previous $1.99 Million 37.51%
% of portfolio
0.02%
Previous 0.01%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$58.7 - $70.62 $312,871 - $376,404
5,330 Added 15.91%
38,840 $2.74 Million
Q2 2024

Aug 05, 2024

BUY
$56.89 - $63.24 $312,895 - $347,820
5,500 Added 19.64%
33,510 $1.99 Million
Q1 2024

Apr 30, 2024

BUY
$55.61 - $60.47 $387,490 - $421,354
6,968 Added 33.11%
28,010 $1.69 Million
Q4 2023

Feb 06, 2024

BUY
$50.57 - $59.91 $179,928 - $213,159
3,558 Added 20.35%
21,042 $1.22 Million
Q3 2023

Nov 02, 2023

BUY
$52.7 - $63.42 $53,648 - $64,561
1,018 Added 6.18%
17,484 $928,000
Q2 2023

Aug 09, 2023

SELL
$56.9 - $62.63 $11,380 - $12,526
-200 Reduced 1.2%
16,466 $967,000
Q1 2023

May 10, 2023

SELL
$57.78 - $65.4 $264,343 - $299,205
-4,575 Reduced 21.54%
16,666 $1.02 Million
Q4 2022

Jan 18, 2023

SELL
$53.97 - $64.31 $5,504 - $6,559
-102 Reduced 0.48%
21,241 $0
Q3 2022

Oct 14, 2022

SELL
$24.23 - $70.23 $203,653 - $590,283
-8,405 Reduced 28.25%
21,343 $1.24 Million
Q2 2022

Jul 13, 2022

SELL
$61.16 - $73.56 $950,915 - $1.14 Million
-15,548 Reduced 34.33%
29,748 $2.01 Million
Q1 2022

May 12, 2022

BUY
$61.85 - $69.99 $291,127 - $329,442
4,707 Added 11.6%
45,296 $3.17 Million
Q4 2021

Feb 10, 2022

SELL
$58.85 - $65.41 $1.38 Million - $1.53 Million
-23,416 Reduced 36.58%
40,589 $2.64 Million
Q3 2021

Oct 14, 2021

BUY
$58.86 - $65.61 $1.45 Million - $1.61 Million
24,596 Added 62.41%
64,005 $3.82 Million
Q2 2021

Aug 12, 2021

BUY
$58.12 - $65.27 $517,674 - $581,359
8,907 Added 29.2%
39,409 $2.33 Million
Q1 2021

Apr 22, 2021

BUY
$53.88 - $61.92 $241,220 - $277,215
4,477 Added 17.2%
30,502 $1.87 Million
Q4 2020

Apr 01, 2021

BUY
$57.6 - $67.11 $178,905 - $208,443
3,106 Added 13.55%
26,025 $1.59 Million
Q3 2020

Nov 02, 2020

SELL
$58.99 - $64.18 $9,851 - $10,718
-167 Reduced 0.72%
22,919 $1.37 Million
Q2 2020

Aug 17, 2020

BUY
$53.68 - $63.17 $121,799 - $143,332
2,269 Added 10.9%
23,086 $1.35 Million
Q1 2020

May 12, 2020

BUY
$48.51 - $68.86 $251,087 - $356,419
5,176 Added 33.09%
20,817 $1.22 Million
Q4 2019

Feb 10, 2020

SELL
$59.58 - $64.92 $399,424 - $435,223
-6,704 Reduced 30.0%
15,641 $983,000
Q3 2019

Nov 13, 2019

BUY
$57.66 - $65.04 $872,684 - $984,380
15,135 Added 209.92%
22,345 $1.43 Million
Q2 2019

Aug 14, 2019

BUY
$53.56 - $59.15 $19,870 - $21,944
371 Added 5.42%
7,210 $412,000
Q1 2019

May 13, 2019

SELL
$48.31 - $56.23 $8,889 - $10,346
-184 Reduced 2.62%
6,839 $373,000
Q4 2018

Feb 11, 2019

SELL
$48.14 - $53.48 $84,918 - $94,338
-1,764 Reduced 20.08%
7,023 $349,000
Q3 2018

Nov 01, 2018

BUY
$46.78 - $50.69 $129,019 - $139,803
2,758 Added 45.75%
8,787 $431,000
Q2 2018

Aug 09, 2018

SELL
$42.63 - $47.28 $11,126 - $12,340
-261 Reduced 4.15%
6,029 $288,000
Q1 2018

May 09, 2018

BUY
$41.77 - $46.95 $69,338 - $77,937
1,660 Added 35.85%
6,290 $285,000
Q4 2017

Feb 07, 2018

SELL
$45.97 - $50.55 $108,856 - $119,702
-2,368 Reduced 33.84%
4,630 $211,000
Q3 2017

Nov 13, 2017

BUY
$46.23 - $49.1 $16,827 - $17,872
364 Added 5.49%
6,998 $325,000
Q2 2017

Aug 10, 2017

BUY
N/A
6,634
6,634 $302,000

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 $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, ...
More about CMS
Track This Portfolio

Track Private Advisor Group, LLC Portfolio

Follow Private Advisor Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Private Advisor Group, LLC with notifications on news.