KNW
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Kesler Norman & Wride’s CMS Energy CMS Stock Holding History

Kesler Norman & Wride’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,241
Closed -$786K – 248
2025
Q4 		$786K Sell
11,241
-1,166
-9% -$84.8K 0.13% 156
2025
Q3 		$827K Buy
12,407
+1,167
+10% +$83.8K 0.16% 123
2025
Q2 		$779K Sell
11,240
-100
-0.9% -$7.13K 0.14% 160
2025
Q1 		$852K Sell
11,340
-1,067
-9% -$74.5K 0.16% 131
2024
Q4 		$827K Sell
12,407
-4
-0% -$275 0.18% 118
2024
Q3 		$877K Sell
12,411
-6,793
-35% -$446K 0.17% 118
2024
Q2 		$1.14M Sell
19,204
-7,100
-27% -$430K 0.24% 95
2024
Q1 		$1.59M Sell
26,304
-2,425
-8% -$141K 0.34% 87
2023
Q4 		$1.67M Buy
28,729
+402
+1% +$22.5K 0.38% 78
2023
Q3 		$1.5M Sell
28,327
-851
-3% -$49.3K 0.38% 82
2023
Q2 		$1.71M Buy
29,178
+471
+2% +$28.4K 0.42% 79
2023
Q1 		$1.76M Buy
28,707
+1,354
+5% +$83.2K 0.44% 70
2022
Q4 		$1.73M Buy
27,353
+11,404
+72% +$674K 0.45% 70
2022
Q3 		$929K Buy
15,949
+53
+0.3% +$3.56K 0.26% 93
2022
Q2 		$1.07M Buy
15,896
+35
+0.2% +$2.42K 0.3% 84
2022
Q1 		$1.11M Buy
15,861
+28
+0.2% +$1.82K 0.25% 87
2021
Q4 		$1.03M Buy
15,833
+135
+0.9% +$8.29K 0.22% 102
2021
Q3 		$938K Buy
15,698
+99
+0.6% +$6.18K 0.22% 107
2021
Q2 		$964K Buy
15,599
+38
+0.2% +$2.36K 0.22% 109
2021
Q1 		$953K Buy
15,561
+2,301
+17% +$132K 0.24% 103
2020
Q4 		$809K Buy
+13,260
New +$829K 0.23% 105

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kesler Norman & Wride's CMS Position: Q1 2026 in Review

Kesler Norman & Wride sold out of CMS Energy (CMS) in Q1 2026, closing a stake of 11,241 shares — an estimated $786K sold.

Kesler Norman & Wride first reported a position in CMS in Q4 2020 and held it in 21 quarters. The position peaked at $1.76M in Q1 2023. 801 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

  • Kesler Norman & Wride reported no remaining CMS Energy position as of Q1 2026 after selling out during the quarter.
  • Kesler Norman & Wride sold 11,241 CMS Energy shares in Q1 2026, an estimated $786K.
  • Kesler Norman & Wride first reported a position in CMS Energy in Q4 2020 and held it in 21 quarters.
  • Kesler Norman & Wride's CMS Energy position peaked at $1.76M in Q1 2023.
  • 801 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Kesler Norman & Wride's 13F filing for Q1 2026, filed 6 May 2026.