Wealth Trust Axiom LLC Cms Energy Corp Transaction History

Wealth Trust Axiom LLC

$360 Million
Q3 2025

A detailed history of Wealth Trust Axiom LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Wealth Trust Axiom LLC holds 26,600 shares of CMS stock, worth $1.97 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

26,600

Previous 26,600 -0.0%

Holding current value

$1.97 Million

Previous $1.84 Million 5.75%

% of portfolio

0.54%

Previous 0.56%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$68.57 - $75.51 $137,140 - $151,020	-2,000 Reduced 6.99%	26,600 $1.84 Million
Q1 2025 May 14, 2025	SELL	$64.99 - $75.11 $97,484 - $112,665	-1,500 Reduced 4.98%	28,600 $2.15 Million
Q3 2024 Nov 13, 2024	SELL	$58.7 - $70.62 $58,700 - $70,620	-1,000 Reduced 3.22%	30,100 $2.13 Million
Q3 2023 Nov 02, 2023	SELL	$52.7 - $63.42 $26,350 - $31,710	-500 Reduced 1.58%	31,100 $1.65 Million
Q1 2023 May 02, 2023	SELL	$57.78 - $65.4 $11,556 - $13,080	-200 Reduced 0.63%	31,600 $1.94 Million

Q2 2022 Jul 27, 2022	SELL	$61.16 - $73.56 $3,058 - $3,678	-50 Reduced 0.16%	31,800 $2.15 Million
Q1 2021 Apr 14, 2021	SELL	$53.88 - $61.92 $20,205 - $23,220	-375 Reduced 1.16%	31,850 $1.95 Million
Q3 2020 Oct 21, 2020	SELL	$58.99 - $64.18 $110,606 - $120,337	-1,875 Reduced 5.5%	32,225 $1.98 Million
Q1 2020 Apr 10, 2020	SELL	$48.51 - $68.86 $93,381 - $132,555	-1,925 Reduced 5.34%	34,100 $2 Million
Q4 2019 Feb 04, 2020	SELL	$59.58 - $64.92 $22,342 - $24,345	-375 Reduced 1.03%	36,025 $2.26 Million
Q3 2019 Nov 05, 2019	SELL	$57.66 - $65.04 $17,298 - $19,512	-300 Reduced 0.82%	36,400 $2.33 Million
Q2 2019 Aug 07, 2019	SELL	$53.56 - $59.15 $10,712 - $11,830	-200 Reduced 0.54%	36,700 $2.13 Million
Q3 2018 Nov 01, 2018	SELL	$46.78 - $50.69 $93,560 - $101,380	-2,000 Reduced 5.14%	36,900 $1.81 Million
Q2 2018 Jul 30, 2018	SELL	$42.63 - $47.28 $21,315 - $23,640	-500 Reduced 1.27%	38,900 $1.84 Million
Q3 2017 Nov 01, 2017	BUY	$46.23 - $49.1 $1.82 Million - $1.93 Million	39,400	39,400 $1.83 Million

Others Institutions Holding CMS

# of Institutions

858

Shares Held

296M

Call Options Held

730K

Put Options Held

303K

View Full List

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, ...

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Wealth Trust Axiom LLC Cms Energy Corp Transaction History