KNW
Kesler Norman & Wride’s CMS Energy CMS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Sell |
11,240
-100
| -0.9% | -$6.93K | 0.14% | 160 |
|
|
2025
Q1 | $852K | Sell |
11,340
-1,067
| -9% | -$80.1K | 0.16% | 131 |
|
|
2024
Q4 | $827K | Sell |
12,407
-4
| -0% | -$267 | 0.18% | 118 |
|
|
2024
Q3 | $877K | Sell |
12,411
-6,793
| -35% | -$480K | 0.17% | 118 |
|
|
2024
Q2 | $1.14M | Sell |
19,204
-7,100
| -27% | -$423K | 0.24% | 95 |
|
|
2024
Q1 | $1.59M | Sell |
26,304
-2,425
| -8% | -$146K | 0.34% | 87 |
|
|
2023
Q4 | $1.67M | Buy |
28,729
+402
| +1% | +$23.3K | 0.38% | 78 |
|
|
2023
Q3 | $1.5M | Sell |
28,327
-851
| -3% | -$45.2K | 0.38% | 82 |
|
|
2023
Q2 | $1.71M | Buy |
29,178
+471
| +2% | +$27.7K | 0.42% | 79 |
|
|
2023
Q1 | $1.76M | Buy |
28,707
+1,354
| +5% | +$83.1K | 0.44% | 70 |
|
|
2022
Q4 | $1.73M | Buy |
27,353
+11,404
| +72% | +$722K | 0.45% | 70 |
|
|
2022
Q3 | $929K | Buy |
15,949
+53
| +0.3% | +$3.09K | 0.26% | 93 |
|
|
2022
Q2 | $1.07M | Buy |
15,896
+35
| +0.2% | +$2.36K | 0.3% | 84 |
|
|
2022
Q1 | $1.11M | Buy |
15,861
+28
| +0.2% | +$1.96K | 0.25% | 87 |
|
|
2021
Q4 | $1.03M | Buy |
15,833
+135
| +0.9% | +$8.78K | 0.22% | 102 |
|
|
2021
Q3 | $938K | Buy |
15,698
+99
| +0.6% | +$5.92K | 0.22% | 107 |
|
|
2021
Q2 | $964K | Buy |
15,599
+38
| +0.2% | +$2.35K | 0.22% | 109 |
|
|
2021
Q1 | $953K | Buy |
15,561
+2,301
| +17% | +$141K | 0.24% | 103 |
|
|
2020
Q4 | $809K | Buy |
+13,260
| New | +$809K | 0.23% | 105 |
|