CMS — CMS ENERGY CORP

Ownership history in UBS Group AG · 51 quarters on record

This page tracks every 13F SEC filing in which UBS Group AG 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

0.03% (2022 Q4)

Avg. % of fund

0.01%

First filed

2014 Q4

Last filed

2025 Q4

Quarters held

51

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	ADDED	1,162,288	+1,097,388	+1690.9%	0.01%	$81.3M	$69.41
2025 Q3	REDUCED	64,900	-1,737,234	-96.4%	0.00%	$4.8M	$72.17
2025 Q3	REDUCED	1,802,134	-515,867	-22.3%	0.02%	$132.0M	$72.17
2025 Q2	ADDED	2,318,001	+580,591	+33.4%	0.03%	$160.6M	$67.75

% 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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