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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,162,288 | -639,846 | -35.5% | 0.01% | $81.3M | $69.41 |
| 2025 Q3 | ADDED | 1,802,134 | +1,737,234 | +2676.8% | 0.02% | $132.0M | $72.17 |
| 2025 Q3 | REDUCED | 64,900 | -2,253,101 | -97.2% | 0.00% | $4.8M | $72.17 |
| 2025 Q2 | ADDED | 2,318,001 | +580,591 | +33.4% | 0.03% | $160.6M | $67.75 |
| 2025 Q1 | ADDED | 1,737,410 | +522,575 | +43.0% | 0.02% | $130.5M | $72.90 |
| 2024 Q4 | ADDED | 1,214,835 | +343,638 | +39.4% | 0.01% | $81.0M | $64.19 |
| 2024 Q3 | REDUCED | 871,197 | -169,118 | -16.3% | 0.01% | $61.5M | $67.51 |
| 2024 Q2 | ADDED | 1,040,315 | +5,726 | +0.6% | 0.02% | $61.9M | $56.46 |
| 2024 Q1 | ADDED | 1,034,589 | +991,989 | +2328.6% | 0.02% | $62.4M | $56.76 |
| 2024 Q1 | REDUCED | 42,600 | -1,034,475 | -96.0% | 0.00% | $2.6M | $56.76 |
As of 2025 Q4 — sorted by position size