Robert Bruce CMS Holdings History

Number of Shares
226,000.00
Current Holdings Value*
$16.97 Mil
% of Portfolio
5.47%
Total Estimate Gain
$16.78 Mil
% of Total Estimate Gain
89.72%

Robert Bruce's CMS Energy Corp Holding Summary

As of 2025-03-31, Bruce & Co. held 226,000.00 shares of CMS Energy Corp(CMS), totaling $16.97 Mil. This investment constitutes 5.47% of their stock portfolio, and Bruce & Co. now holds 0.08% of the outstanding CMS Energy Corp(CMS) stock.

The initial trade took place in 2014Q3. And since then Robert Bruce has made 5 purchases of CMS, at an average price of $34.49, for a total of 542,300.00 shares. In addition, there have been 11 sales at an average price of $62.68 for 316,300.00 shares. Based on historical transaction data and CMS's current price of $69.28, Robert Bruce's estimated gain on his CMS holdings is $16.78 Mil, reflecting a 89.72% gain to date.

Robert Bruce CMS ($69.28) Holding Chart

Robert Bruce CMS ($69.28) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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