Kesler Norman & Wride’s CMS Energy CMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Sell |
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|
2025
Q1 | $852K | Sell |
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|
2024
Q4 | $827K | Sell |
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|
2024
Q3 | $877K | Sell |
|
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|
2024
Q2 | $1.14M | Sell |
|
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|
2024
Q1 | $1.59M | Sell |
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|
2023
Q4 | $1.67M | Buy |
|
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|
2023
Q3 | $1.5M | Sell |
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|
2023
Q2 | $1.71M | Buy |
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|
2023
Q1 | $1.76M | Buy |
|
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $929K | Buy |
|
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $1.11M | Buy |
|
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $938K | Buy |
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|
2021
Q2 | $964K | Buy |
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|
2021
Q1 | $953K | Buy |
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|
2020
Q4 | $809K | Buy |
|