Kesler, Norman & Wride, LLC CMS — CMS ENERGY CORP

Ownership history in Kesler, Norman & Wride, LLC  ·  21 quarters on record

AI Ownership Summary

Kesler, Norman & Wride, LLC reported CMS ENERGY CORP (CMS) in 21 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.34% in 2024 Q1. The latest visible filing shows CMS at 0.13% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kesler, Norman & Wride, LLC's position in CMS ENERGY CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CMS was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMS stock page Kesler, Norman & Wride, LLC fund profile Kesler, Norman & Wride, LLC full holdings
How Kesler, Norman & Wride, LLC held CMS — position size vs. price
% of Fund (quarterly)    CMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9.4% +11.8% ❌ 11,241 -1,166 -9.4% 0.13% $786K 2026-02-10 $72.64
2025 Q3 ADDED — — — 12,407 +1,167 +10.4% 0.16% $827K 2025-10-24 $73.07
2025 Q2 REDUCED — — — 11,240 -100 -0.9% 0.14% $779K 2025-08-05 $71.97
2025 Q1 REDUCED 8.6% -7.1% ✅ 11,340 -1,067 -8.6% 0.16% $852K 2025-05-01 $70.28
2024 Q4 REDUCED — — — 12,407 -4 -0.0% 0.18% $827K 2025-02-12 $66.47
2024 Q3 REDUCED 35.4% -4.9% ✅ 12,411 -6,793 -35.4% 0.17% $877K 2024-10-08 $66.36
2024 Q2 REDUCED 27.0% +19.6% ❌ 19,204 -7,100 -27.0% 0.24% $1.1M 2024-07-24 $58.79
2024 Q1 REDUCED 8.4% -1.7% ✅ 26,304 -2,425 -8.4% 0.34% $1.6M 2024-04-19 $55.58
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMS

As of 2026 Q2 — sorted by position size

Silverleafe Capital Partners, LLC 3Y 7Y 0.1% Trust Co of the South 0.05% Versant Capital Management, Inc 3Y 7Y 0.02% CX Institutional 3Y 7Y 0.01% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.01% Hilltop National Bank 0.0% Noble Wealth Management PBC 0.0% EASTERN BANK 3Y 7Y 0.0% Cedar Mountain Advisors, LLC 3Y 0.0% Kozak & Associates, Inc. 3Y 0.0%

FAQ About Kesler, Norman & Wride, LLC and CMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kesler, Norman & Wride, LLC reported owning CMS?

Kesler, Norman & Wride, LLC reported CMS across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported CMS position in Kesler, Norman & Wride, LLC's portfolio?

The largest reported portfolio weight for CMS was 0.34% in 2024 Q1.

What is the latest reported CMS position on this page?

The most recent filing on this page is 2025 Q4, when Kesler, Norman & Wride, LLC reported 11,241 shares, equal to 0.13% of portfolio, with an estimated market value of $786K.

What does the chart on this CMS ownership page compare?

The chart compares Kesler, Norman & Wride, LLC's quarterly CMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Kesler, Norman & Wride, LLC time their CMS position?

Based on 13F filing dates vs. subsequent CMS price moves, Kesler, Norman & Wride, LLC correctly timed 7 out of 20 reported position changes (35%). The annualised alpha on CMS relative to SPY over the holding period was -5.0%.

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