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

13F holders, Q3 2025 (September 30)
2holders +1
1new positions
0sold out
$24.14avg. 13F price*

At the end of Q3 2025, 2 institutions reported holding CMS Energy Corp. (cms 5.875 03/01/79) 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. ($6K) and Lanark Financial, Inc. ($893).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$893
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 37 shares bought and 24 shares sold, net +13 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

PNC Financial Services Group, Inc. — Reduce -9.3% 233 $6K
Lanark Financial, Inc. — New 37 $893

"% 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.