Robert Bruce CMS Holdings History

Number of Shares
153,000.00
Current Holdings Value*
$11.70 Mil
% of Portfolio
3.17%
Total Estimate Gain
$16.78 Mil
% of Total Estimate Gain
89.71%

Robert Bruce's CMS Energy Corp Holding Summary

As of 2026-06-30, Bruce & Co. held 153,000.00 shares of CMS Energy Corp(CMS), totaling $11.70 Mil. This investment constitutes 3.17% of their stock portfolio, and Bruce & Co. now holds 0.05% 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 14 sales at an average price of $64.38 for 389,300.00 shares. Based on historical transaction data and CMS's current price of $68.09, Robert Bruce's estimated gain on his CMS holdings is $16.78 Mil, reflecting a 89.71% gain to date.

Robert Bruce CMS ($68.09) Holding Chart

Robert Bruce CMS ($68.09) 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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