CMS — CMS ENERGY CORP

Ownership history in BROWN ADVISORY INC  ·  8 quarters on record

This page tracks every 13F SEC filing in which BROWN ADVISORY INC 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,283 +54 +1.7% 0.00% $241K $72.17
2025 Q2 REDUCED 3,229 -1,715 -34.7% 0.00% $224K $67.75
2019 Q1 REDUCED 4,944 -8,482 -63.2% 0.00% $275K $45.16
2018 Q2 ADDED 13,426 +6,694 +99.4% 0.00% $634K $37.60
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% 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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