CMS Energy Corp. (cms 4.2 Perp C)Preferred / convertible
13F holders, Q1 2026 (March 31)2holders −1
1new positions
2sold out
$16.75avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding CMS Energy Corp. (cms 4.2 Perp C) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were PNC Financial Services Group, Inc. ($13K) and First Command Advisory Services, Inc. ($5K).
- 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5K |
| Exits | 2 | $14K |
All 13F filers, Q4 2025 → Q1 2026: 293 shares bought and 1,031 shares sold, net −738 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| PNC Financial Services Group, Inc. | — | Reduce -20.9% | 763 | $13K |
| First Command Advisory Services, Inc. | — | New | 293 | $5K |
"% 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.