William D Harvey - Net Worth and Insider Trading

William D Harvey Net Worth

The estimated net worth of William D Harvey is at least $14 Million dollars as of 2024-05-01. William D Harvey is the President, CEO, Chairman of Alliant Energy Corp and owns about 246,980 shares of Alliant Energy Corp (LNT) stock worth over $12 Million. William D Harvey is also the Director of CMS Energy Corp and owns about 24,680 shares of CMS Energy Corp (CMS) stock worth over $1 Million. Details can be seen in William D Harvey's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that William D Harvey has not made any transactions after 2016-11-09 and currently still holds the listed stock(s).

Transaction Summary of William D Harvey

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William D Harvey Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, William D Harvey owns 3 companies in total, including CMS Energy Corp (CMS) , Consumers Energy Co (CMSpB.PFD) , and Alliant Energy Corp (LNT) .

Click here to see the complete history of William D Harvey’s form 4 insider trades.

Insider Ownership Summary of William D Harvey

Ticker Comapny Transaction Date Type of Owner
CMS CMS Energy Corp 2021-05-07 director
CMSpB.PFD Consumers Energy Co 2012-08-01 director
LNT Alliant Energy Corp 2010-11-02 EXECUTIVE VICE PRESIDENT

William D Harvey Latest Holdings Summary

William D Harvey currently owns a total of 2 stocks. Among these stocks, William D Harvey owns 246,980 shares of Alliant Energy Corp (LNT) as of November 2, 2010, with a value of $12 Million and a weighting of 89.16%. William D Harvey also owns 24,680 shares of CMS Energy Corp (CMS) as of November 9, 2016, with a value of $1 Million and a weighting of 10.84%.

Latest Holdings of William D Harvey

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
LNT Alliant Energy Corp 2010-11-02 246,980 49.80 12,299,604
CMS CMS Energy Corp 2016-11-09 24,680 60.61 1,495,855

Holding Weightings of William D Harvey


William D Harvey Form 4 Trading Tracker

According to the SEC Form 4 filings, William D Harvey has made a total of 0 transactions in Alliant Energy Corp (LNT) over the past 5 years. The most-recent trade in Alliant Energy Corp is the sale of 21,596 shares on November 2, 2010, which brought William D Harvey around $394,127.

According to the SEC Form 4 filings, William D Harvey has made a total of 0 transactions in CMS Energy Corp (CMS) over the past 5 years. The most-recent trade in CMS Energy Corp is the acquisition of 3,000 shares on November 9, 2016, which cost William D Harvey around $121,770.

Insider Trading History of William D Harvey

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

William D Harvey Trading Performance

GuruFocus tracks the stock performance after each of William D Harvey's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by William D Harvey is 11.21%. GuruFocus also compares William D Harvey's trading performance to market benchmark return within the same time period. The performance of stocks bought by William D Harvey within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how William D Harvey's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of William D Harvey

Average Return

20.63%

Average return per transaction

Outperforming Transactions

100%

2 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 2.05 11.21 15.68 20.63 14.96 13.33
Relative Return to S&P 500(%) 0 13.09 11.28 11.23 2.73 2.26

William D Harvey Ownership Network

Ownership Network List of William D Harvey

No Data

Ownership Network Relation of William D Harvey


William D Harvey Owned Company Details

What does CMS Energy Corp do?

Who are the key executives at CMS Energy Corp?

William D Harvey is the director of CMS Energy Corp. Other key executives at CMS Energy Corp include Senior Vice President Brandon J. Hofmeister , Senior Vice President Brian F Rich , and Senior Vice President Catherine A Hendrian .

CMS Energy Corp (CMS) Insider Trades Summary

Over the past 18 months, William D Harvey made no insider transaction in CMS Energy Corp (CMS). Other recent insider transactions involving CMS Energy Corp (CMS) include a net sale of 8,667 shares made by Brandon J. Hofmeister , a net sale of 19,000 shares made by John G Russell , and a net sale of 7,500 shares made by Catherine A Hendrian .

In summary, during the past 3 months, insiders sold 3,500 shares of CMS Energy Corp (CMS) in total and bought 0 shares, with a net sale of 3,500 shares. During the past 18 months, 42,932 shares of CMS Energy Corp (CMS) were sold and 0 shares were bought by its insiders, resulting in a net sale of 42,932 shares.

CMS Energy Corp (CMS)'s detailed insider trading history can be found in Insider Trading Tracker table.

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CMS Energy Corp Insider Transactions

No Available Data

William D Harvey Mailing Address

Above is the net worth, insider trading, and ownership report for William D Harvey. You might contact William D Harvey via mailing address: 5 Shade Tree Court, Madison Wi 53717.

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