Current Value of Holding

$20.8 Million

Shares

286 Thousand

% of Portfolio

7.68%

Average Buy Price

$34.5

Avg closing price
Price range

15 Robert Bruce CMS Energy Trades

Robert Bruce's position in CMS Energy is currently worth $20.8 Million. That's 7.68% of their entire equity portfolio (6th largest holding). The first CMS Energy trade was made in Q3 2014. Since then Robert Bruce bought shares four more times and sold shares on ten occasions. The stake costed the investor $9.86 Million, netting the investor a gain of 111% so far.

Avg closing price
Price range
Sold 7.7% shares (-24 Thousand shares) Q4 2024
Avg closing price $68.78
Price range $66.35 - $72.10
Sold 3.1% shares (-10 Thousand shares) Q3 2024
Avg closing price $65.55
Price range $58.70 - $70.63
Increased shares by 1.3% (+4 Thousand shares) Q2 2024
Avg closing price $60.53
Price range $56.89 - $63.24
Sold 11.2% shares (-40 Thousand shares) Q4 2023
Avg closing price $55.85
Price range $50.57 - $59.91
Sold 14.6% shares (-60.8 Thousand shares) Q3 2023
Avg closing price $57.92
Price range $52.70 - $63.42
Sold 0.4% shares (-1.75 Thousand shares) Q1 2023
Avg closing price $61.47
Price range $57.78 - $65.39
Sold 6.7% shares (-30 Thousand shares) Q3 2022
Avg closing price $67.26
Price range $58.24 - $70.94
Sold 4.3% shares (-20 Thousand shares) Q2 2022
Avg closing price $69.05
Price range $61.16 - $73.56
Sold 4.7% shares (-23.3 Thousand shares) Q3 2021
Avg closing price $62.40
Price range $58.86 - $65.61
Sold 0.2% shares (-1 Thousand shares) Q2 2021
Avg closing price $62.19
Price range $58.12 - $65.27
Sold 8.5% shares (-45.5 Thousand shares) Q2 2019
Avg closing price $56.12
Price range $53.56 - $59.15
Increased shares by 64.1% (+210 Thousand shares) Q4 2015
Avg closing price $35.65
Price range $34.24 - $37.17
Increased shares by 49.1% (+108 Thousand shares) Q3 2015
Avg closing price $33.73
Price range $32.10 - $35.82
Increased shares by 1000.0% (+200 Thousand shares) Q2 2015
Avg closing price $33.60
Price range $31.39 - $35.57
New holding (+20 Thousand shares) Q3 2014
Avg closing price $29.85
Price range $28.18 - $30.87

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