Current Value of Holding

$10.1M

Shares

153k

% of Portfolio

3.41%

Average Buy Price

$34.5

Avg closing price
Price range

19 Robert Bruce CMS Energy Trades

Robert Bruce's position in CMS Energy is currently worth $10.1M. That's 3.41% of their equity portfolio (12th 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 fourteen occasions. The stake costed the investor $5.28M, netting the investor a gain of 91% so far.

Avg closing price
Price range
Sold 1.9% shares (-3k shares) Q2 2026
Avg closing price $74.97
Price range $70.22 - $79.94
Sold 20.4% shares (-40k shares) Q3 2025
Avg closing price $71.81
Price range $69.37 - $74.67
Sold 13.3% shares (-30k shares) Q2 2025
Avg closing price $71.21
Price range $68.57 - $75.51
Sold 21.0% shares (-60k shares) Q1 2025
Avg closing price $69.73
Price range $65.01 - $75.11
Sold 7.7% shares (-24k shares) Q4 2024
Avg closing price $68.78
Price range $66.35 - $72.10
Sold 3.1% shares (-10k shares) Q3 2024
Avg closing price $65.55
Price range $58.70 - $70.63
Increased shares by 1.3% (+4k shares) Q2 2024
Avg closing price $60.53
Price range $56.89 - $63.24
Sold 11.2% shares (-40k shares) Q4 2023
Avg closing price $55.85
Price range $50.57 - $59.91
Sold 14.6% shares (-60.8k shares) Q3 2023
Avg closing price $57.92
Price range $52.70 - $63.42
Sold 0.4% shares (-1.75k shares) Q1 2023
Avg closing price $61.47
Price range $57.78 - $65.39
Sold 6.7% shares (-30k shares) Q3 2022
Avg closing price $67.26
Price range $58.24 - $70.94
Sold 4.3% shares (-20k shares) Q2 2022
Avg closing price $69.05
Price range $61.16 - $73.56
Sold 4.7% shares (-23.3k shares) Q3 2021
Avg closing price $62.40
Price range $58.86 - $65.61
Sold 0.2% shares (-1k shares) Q2 2021
Avg closing price $62.19
Price range $58.12 - $65.27
Sold 8.5% shares (-45.5k shares) Q2 2019
Avg closing price $56.12
Price range $53.56 - $59.15
Increased shares by 64.1% (+210k shares) Q4 2015
Avg closing price $35.65
Price range $34.24 - $37.17
Increased shares by 49.1% (+108k shares) Q3 2015
Avg closing price $33.73
Price range $32.10 - $35.82
Increased shares by 1000.0% (+200k shares) Q2 2015
Avg closing price $33.60
Price range $31.39 - $35.57
New holding (+20k shares) Q3 2014
Avg closing price $29.85
Price range $28.18 - $30.87

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