Robert Bruce's CMS Position Overview
Robert Bruce (via Bruce & Co., Inc.) currently holds 156.0K shares of CMS Energy Corporation (CMS) worth $11.43 M, representing 3.54% of the portfolio. First purchased in 2014-Q3, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Robert Bruce has maintained a long-term strategic position in CMS, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2015, adding 210.3K shares. Largest reduction occurred in Q3 2023, reducing 60.8K shares.
Analysis based on 13F filings available since 2013 Q2
Robert Bruce's CMS Energy Corporation (CMS) Holding Value Over Time
Track share changes against reported price movement
Quarterly CMS Energy Corporation (CMS) Trades by Robert Bruce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2014 | +20,000 | New Buy | 20,000 | $29.95 |
| Q2 2015 | +200,000 | Add 1000.00% | 220,000 | $31.84 |
| Q3 2015 | +108,000 | Add 49.09% | 328,000 | $35.32 |
| Q4 2015 | +210,300 | Add 64.12% | 538,300 | $36.08 |
| Q2 2019 | -45,500 | Reduce 8.45% | 492,800 | $57.91 |
| Q2 2021 | -1,000 | Reduce 0.20% | 491,800 | $59.08 |
| Q3 2021 | -23,300 | Reduce 4.74% | 468,500 | $59.73 |
| Q2 2022 | -20,000 | Reduce 4.27% | 448,500 | $67.50 |
| Q3 2022 | -30,000 | Reduce 6.69% | 418,500 | $58.24 |
| Q1 2023 | -1,745 | Reduce 0.42% | 416,755 | $61.38 |
| Q3 2023 | -60,755 | Reduce 14.58% | 356,000 | $53.11 |
| Q4 2023 | -40,000 | Reduce 11.24% | 316,000 | $58.07 |
| Q2 2024 | +4,000 | Add 1.27% | 320,000 | $59.53 |
| Q3 2024 | -10,000 | Reduce 3.12% | 310,000 | $70.63 |
| Q4 2024 | -24,000 | Reduce 7.74% | 286,000 | $66.65 |
| Q1 2025 | -60,000 | Reduce 20.98% | 226,000 | $75.11 |
| Q2 2025 | -30,000 | Reduce 13.27% | 196,000 | $69.28 |
| Q3 2025 | -40,000 | Reduce 20.41% | 156,000 | $73.26 |
Robert Bruce's CMS Energy Corporation Investment FAQs
Robert Bruce first purchased CMS Energy Corporation (CMS) in Q3 2014, acquiring 20,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce has held CMS Energy Corporation (CMS) for 45 quarters since Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's largest addition to CMS Energy Corporation (CMS) was in Q4 2015, adding 538,300 shares worth $19.42 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Robert Bruce's firm, Bruce & Co., Inc., owns 156,000 shares of CMS Energy Corporation (CMS), valued at approximately $11.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, CMS Energy Corporation (CMS) represents approximately 3.54% of Robert Bruce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Robert Bruce's peak holding in CMS Energy Corporation (CMS) was 538,300 shares, as reported at the end of Q4 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.