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      Current Value of Holding

      $14M

      Shares

      196k

      % of Portfolio

      5.03%

      Average Buy Price

      $34.5

      Avg closing price
      Price range

      17 Robert Bruce CMS Energy Trades

      Robert Bruce's position in CMS Energy is currently worth $14M. That's 5.03% of their entire equity portfolio (9th 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 twelve occasions. The stake costed the investor $6.76M, netting the investor a gain of 107% so far.

      Avg closing price
      Price range
      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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