CMS — CMS ENERGY CORP

Ownership history in DUALITY ADVISERS, LP  ·  21 quarters on record

This page tracks every 13F SEC filing in which DUALITY ADVISERS, LP 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
0.68% (2024 Q1)
Avg. % of fund
0.4%
First filed
2018 Q4
Last filed
2025 Q3
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 114,193 — 0% 0.68% $6.9M $72.17
2025 Q2 UNCHANGED 114,193 — 0% 0.68% $6.9M $67.75
2025 Q1 UNCHANGED 114,193 — 0% 0.68% $6.9M $72.90
2024 Q4 UNCHANGED 114,193 — 0% 0.68% $6.9M $64.19
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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