PLANTE MORAN FINANCIAL ADVISORS, LLC – CMS Energy Corporation Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$506,000
portfolio value
PLANTE MORAN FINANCIAL ADVISORS, LLC quarter portfolio value change:
-13.72%
quarter
CMS Energy Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -80K | $58.24 | 8.68K | |
| Q2 2022 | share | Decrease | -6.69% | -623 shares | -65K | $67.5 | 8.68K |
| Q1 2022 | share | Decrease | -1.37% | -129 shares | 37K | $69.94 | 9.30K |
| Q4 2021 | share | Decrease | -3.16% | -308 shares | 32K | $65.1 | 9.43K |
| Q3 2021 | share | Decrease | -31.95% | -4.57K shares | -264K | $59.3 | 9.74K |
| Q2 2021 | share | Decrease | -41.78% | -10.27K shares | -660K | $58.25 | 14.32K |
| Q1 2021 | share | 0.00% | 0 shares | 5K | $59.96 | 24.59K | |
| Q4 2020 | share | 0.00% | 0 shares | -10K | $59.3 | 24.59K | |
| Q3 2020 | share | Increase | +694.00% | 21.5K shares | 1.33M | $59.31 | 24.59K |
| Q2 2020 | share | Decrease | -4.21% | -136 shares | -9K | $56.06 | 3.09K |
| Q1 2020 | share | Decrease | -38.20% | -1.99K shares | -139K | $55.95 | 3.23K |
| Q4 2019 | share | Increase | +19.42% | 851 shares | 49K | $59.49 | 5.23K |
| Q3 2019 | share | Increase | +0.02% | 1 shares | 26K | $60.18 | 4.38K |
| Q2 2019 | share | Increase | +0.02% | 1 shares | 11K | $54.14 | 4.38K |
| Q1 2019 | share | Increase | +0.02% | 1 shares | 26K | $51.57 | 4.38K |
| Q4 2018 | share | Increase | +0.02% | 1 shares | 2K | $45.76 | 4.37K |
| Q3 2018 | share | Decrease | -3.21% | -145 shares | 1K | $44.83 | 4.37K |
| Q2 2018 | share | Decrease | -3.83% | -180 shares | 1K | $42.94 | 4.52K |
| Q1 2018 | share | Increase | +2.82% | 129 shares | -3K | $40.82 | 4.70K |
| Q4 2017 | share | 0.00% | 0 shares | 4K | $42.28 | 4.57K | |
| Q3 2017 | share | Decrease | -4.39% | -210 shares | -9K | $41.12 | 4.57K |
| Q2 2017 | share | Increase | +14.97% | 623 shares | 35K | $40.77 | 4.78K |
| Q1 2017 | share | Decrease | -6.64% | -296 shares | 0 | $39.15 | 4.16K |
| Q4 2016 | share | 0.00% | 0 shares | -1K | $36.13 | 4.45K | |
| Q3 2016 | share | 0.00% | 0 shares | -17K | $36.2 | 4.45K | |
| Q2 2016 | share | 0.00% | 0 shares | 15K | $39.24 | 4.45K | |
| Q1 2016 | share | Increase | +0.32% | 14 shares | 29K | $36.04 | 4.45K |