A detailed history of Sequoia Financial Advisors, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 10,014 shares of CMS stock, worth $672,540. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,014
Previous 7,790 28.55%
Holding current value
$672,540
Previous $463,000 52.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$58.7 - $70.62 $130,548 - $157,058
2,224 Added 28.55%
10,014 $707,000
Q2 2024

Jul 15, 2024

BUY
$56.89 - $63.24 $6,314 - $7,019
111 Added 1.45%
7,790 $463,000
Q1 2024

Apr 30, 2024

SELL
$55.61 - $60.47 $24,468 - $26,606
-440 Reduced 5.42%
7,679 $463,000
Q4 2023

Jan 25, 2024

BUY
$50.57 - $59.91 $208,297 - $246,769
4,119 Added 102.98%
8,119 $471,000
Q3 2023

Nov 08, 2023

SELL
$52.7 - $63.42 $48,062 - $57,839
-912 Reduced 18.57%
4,000 $212,000
Q2 2023

Aug 08, 2023

BUY
$56.9 - $62.63 $11,436 - $12,588
201 Added 4.27%
4,912 $288,000
Q1 2023

Apr 24, 2023

BUY
$57.78 - $65.4 $272,201 - $308,099
4,711 New
4,711 $289,000
Q4 2019

Feb 13, 2020

SELL
$59.58 - $64.92 $219,552 - $239,230
-3,685 Closed
0 $0
Q3 2019

Oct 22, 2019

SELL
$57.66 - $65.04 $62,272 - $70,243
-1,080 Reduced 22.67%
3,685 $236,000
Q1 2019

May 13, 2019

BUY
$48.31 - $56.23 $230,197 - $267,935
4,765 New
4,765 $265,000

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 $19.5B
  • 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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