A detailed history of Sage View Advisory Group, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 3,513 shares of CMS stock, worth $234,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,513
Previous 3,584 1.98%
Holding current value
$234,738
Previous $213 Million 16.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024

SELL
$58.7 - $70.62 $4,167 - $5,014
-71 Reduced 1.98%
3,513 $248 Million
Q2 2024

Aug 14, 2024

BUY
$56.89 - $63.24 $13,312 - $14,798
234 Added 6.99%
3,584 $213 Million
Q1 2024

May 08, 2024

SELL
$55.61 - $60.47 $12,289 - $13,363
-221 Reduced 6.19%
3,350 $202 Million
Q4 2023

Feb 09, 2024

BUY
$50.57 - $59.91 $180,585 - $213,938
3,571 New
3,571 $205 Million

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 $19.4B
  • 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 Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory 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 Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.