CMS — CMS ENERGY CORPORATION CMN

Ownership history in FORA Capital, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in CMS ENERGY CORPORATION CMN (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
0.26% (2020 Q3)
Avg. % of fund
0.15%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 5,617 -8,234 -59.4% 0.07% $412K $72.17
2025 Q2 ADDED 13,851 +3,455 +33.2% 0.11% $960K $67.75
2025 Q1 REDUCED 10,396 -6,717 -39.3% 0.08% $781K $72.90
2022 Q1 ADDED 17,113 +12,614 +280.4% 0.22% $1.2M $61.72
4 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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