CMS — CMS ENERGY CORP

Ownership history in Beck Bode, LLC · 15 quarters on record

This page tracks every 13F SEC filing in which Beck Bode, LLC reported a position in CMS ENERGY CORP (CMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

3.55% (2019 Q4)

Avg. % of fund

1.86%

First filed

2019 Q4

Last filed

2025 Q3

Quarters held

15

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	ADDED	259,998	+1,709	+0.7%	3.08%	$19.0M	$72.17
2025 Q2	ADDED	258,289	+10,101	+4.1%	3.03%	$17.9M	$67.75
2025 Q1	REDUCED	248,188	-615	-0.2%	3.48%	$18.6M	$72.90
2024 Q4	ADDED	248,803	+21,781	+9.6%	3.03%	$16.6M	$64.19

% of Fund (quarterly) CMS price (monthly, adj. close)

Other funds also holding CMS

As of 2025 Q4 — sorted by position size

Bruce & Co., Inc. 3Y 7Y 3.38% REAVES W H & CO INC 3Y 7Y 2.55% Partners Group Holding AG 3Y 7Y 2.35% CIDEL ASSET MANAGEMENT INC 3Y 7Y 1.69% CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3Y 7Y 1.61% CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 3Y 7Y 1.52% RWC Asset Management LLP 3Y 7Y 1.51% BRASADA CAPITAL MANAGEMENT, LP 3Y 7Y 1.38% Zimmer Partners, LP 3Y 7Y 1.37% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 1.22%

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