CMS Energy Corp. (cms 4.2 Perp C)Preferred / convertible
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$19.37avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding CMS Energy Corp. (cms 4.2 Perp C) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were PNC Financial Services Group, Inc. ($23K) and Lanark Financial, Inc. ($619).
- Company
- CMS Energy Corp. (cms 4.2 Perp C)
- CUSIP
- 125896837
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $619 |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 32 shares bought and 93 shares sold, net −61 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| PNC Financial Services Group, Inc. | — | Reduce -7.3% | 1,180 | $23K |
| Lanark Financial, Inc. | — | New | 32 | $619 |
"% 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.