CMS — CMS ENERGY CORP

Ownership history in SVB WEALTH LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which SVB WEALTH 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
0.07% (2025 Q2)
Avg. % of fund
0.04%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,652 -4,248 -23.7% 0.05% $1.0M $72.17
2025 Q2 ADDED 17,900 +12,411 +226.1% 0.07% $1.2M $67.75
2024 Q4 INITIATED 5,489 — — 0.01% $366K $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%
← Back to SVB WEALTH LLC Holdings