CMS Energy Corp. (cms 4.2 Perp C)Preferred / convertible
13F holders, Q2 2026 (June 30)4holders +2
2new positions
0sold out
$17.06avg. 13F price*
At the end of Q2 2026, 4 institutions reported holding CMS Energy Corp. (cms 4.2 Perp C) in their 13F filings, up 2 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Moran Wealth Management, LLC ($1.0M), First Command Advisory Services, Inc. ($17K) and Thurston, Springer, Miller, Herd & Titak, Inc. ($14K).
- Company
- CMS Energy Corp. (cms 4.2 Perp C)
- Filed as
- CMS 4.2 PERP (Q2 2026)
- CUSIP
- 125896837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $1.1M |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 62,675 shares bought and 12 shares sold, net +62,663 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Moran Wealth Management, LLC | — | New | 61,166 | $1.0M |
| First Command Advisory Services, Inc. | — | Add +242.0% | 1,002 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 800 | $14K |
| PNC Financial Services Group, Inc. | — | Reduce -1.6% | 751 | $13K |
"% of holder's portfolio" is CMS ENERGY CORP (CMS 4.2 PERP C)'s weight in each manager's 13F, not the share of CMS Energy Corp. (cms 4.2 Perp C) the manager owns.