CMS Energy Corp. (cms 5.875 03/01/79)Preferred / convertible
13F holders, Q2 2024 (June 30)2holders −1
0new positions
1sold out
$24.21avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding CMS Energy Corp. (cms 5.875 03/01/79) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $494K |
All 13F filers, Q1 2024 → Q2 2024: 9 shares bought and 19,945 shares sold, net −19,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| PNC Financial Services Group, Inc. | — | Add +2.6% | 353 | $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.