Current Value of Holding

$19.9 Million

Shares

316 Thousand

% of Portfolio

8.63%

Average Buy Price

$34.3

Avg closing price
Price range

12 Robert Bruce CMS Energy Trades

Robert Bruce's position in CMS Energy is currently worth $19.9 Million. That's 8.63% of their entire equity portfolio (5th largest holding). Robert Bruce started to build up the position in CMS Energy in Q3 2014 and continued to invest until Q4 2015. Since then they sold 222 Thousand shares. The stake costed the investor $10.8 Million, netting the investor a gain of 83% so far.

Avg closing price
Price range
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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