CMS Energy Corp. (cms 5.875 03/01/79)Preferred / convertible

13F holders, Q1 2024 (March 31)
3holders
$24.77avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding CMS Energy Corp. (cms 5.875 03/01/79) in their 13F filings. The largest holders were Ethos Financial Group, LLC ($494K), PNC Financial Services Group, Inc. ($9K) and Tucker Asset Management LLC ($2K).

Company
CMS Energy Corp. (cms 5.875 03/01/79)
CUSIP
125896845
Latest filing quarter
Q2 2026

History

Number of 13F holders

0123 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 2Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 3 holders

Ethos Financial Group, LLC — No change 19,945 $494K
PNC Financial Services Group, Inc. — No change 344 $9K
Tucker Asset Management LLC — No change 73 $2K

"% of holder's portfolio" is CMS ENERGY CORP (CMS 5.875 03/01/79)'s weight in each manager's 13F, not the share of CMS Energy Corp. (cms 5.875 03/01/79) the manager owns.