Murray Stahl's CMS Position Overview
Murray Stahl (via Horizon Kinetics Asset Management LLC) currently holds 12,197 shares of CMS Energy Corporation (CMS) worth $852,936, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Murray Stahl has maintained a long-term strategic position in CMS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2018, adding 833 shares. Largest reduction occurred in Q1 2015, reducing 5,800 shares.
Analysis based on 13F filings available since 2013 Q2
Murray Stahl's CMS Energy Corporation (CMS) Holding Value Over Time
Track share changes against reported price movement
Quarterly CMS Energy Corporation (CMS) Trades by Murray Stahl
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | -100 | Reduce 0.81% | 12,197 | $73.26 |
| Q2 2025 | -3,378 | Reduce 21.55% | 12,297 | $69.28 |
| Q3 2024 | +200 | Add 1.29% | 15,675 | $70.63 |
| Q4 2023 | +100 | Add 0.65% | 15,475 | $58.07 |
| Q3 2023 | +800 | Add 5.49% | 15,375 | $53.11 |
| Q3 2021 | -600 | Reduce 3.95% | 14,575 | $59.76 |
| Q2 2021 | -800 | Reduce 5.01% | 15,175 | $59.11 |
| Q4 2020 | -700 | Reduce 4.20% | 15,975 | $61.03 |
| Q3 2020 | +200 | Add 1.21% | 16,675 | $61.41 |
| Q2 2020 | -4,050 | Reduce 19.73% | 16,475 | $58.39 |
| Q1 2020 | -2,211 | Reduce 9.72% | 20,525 | $58.76 |
| Q4 2019 | -1,300 | Reduce 5.41% | 22,736 | $62.85 |
| Q3 2019 | -500 | Reduce 2.04% | 24,036 | $63.95 |
| Q2 2019 | -550 | Reduce 2.19% | 24,536 | $57.91 |
| Q1 2019 | -700 | Reduce 2.71% | 25,086 | $55.53 |
| Q4 2018 | +833 | Add 3.34% | 25,786 | $49.64 |
| Q3 2018 | -1,600 | Reduce 6.03% | 24,953 | $49.01 |
| Q1 2018 | -2,109 | Reduce 7.36% | 26,553 | $45.31 |
| Q1 2017 | -500 | Reduce 1.71% | 28,662 | $44.73 |
| Q4 2016 | -700 | Reduce 2.34% | 29,162 | $41.63 |
| Q2 2016 | -1,200 | Reduce 3.86% | 29,862 | $45.84 |
| Q1 2016 | -1,100 | Reduce 3.42% | 31,062 | $42.43 |
| Q3 2015 | -2,700 | Reduce 7.74% | 32,162 | $35.32 |
| Q1 2015 | -5,800 | Reduce 14.26% | 34,862 | $34.91 |
| Q4 2014 | -4,484 | Reduce 9.93% | 40,662 | $34.75 |
| Q3 2014 | -1,000 | Reduce 2.17% | 45,146 | $29.66 |
| Q2 2014 | -500 | Reduce 1.07% | 46,146 | $31.14 |
| Q4 2013 | -1,400 | Reduce 2.91% | 46,646 | $26.78 |
| Q3 2013 | -500 | Reduce 1.03% | 48,046 | $26.33 |
| Q2 2013 | +48,547 | Add 0.00% | 48,546 | $27.17 |
Murray Stahl's CMS Energy Corporation Investment FAQs
Murray Stahl first purchased CMS Energy Corporation (CMS) in Q2 2013, acquiring 48,546 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Murray Stahl has held CMS Energy Corporation (CMS) for 51 quarters since Q2 2013.
Murray Stahl's largest addition to CMS Energy Corporation (CMS) was in Q2 2013, adding 48,546 shares worth $1.32 M.
According to the latest 13F filing for Q4 2025, Murray Stahl's firm, Horizon Kinetics Asset Management LLC, owns 12,197 shares of CMS Energy Corporation (CMS), valued at approximately $852,936.
As of the Q4 2025 filing, CMS Energy Corporation (CMS) represents approximately 0.01% of Murray Stahl's publicly disclosed stock portfolio, making it one of their key holdings.
Murray Stahl's peak holding in CMS Energy Corporation (CMS) was 48,546 shares, as reported at the end of Q2 2013.