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

13F holders, Q1 2026 (March 31)
2holders
1new positions
1sold out
$22.10avg. 13F price*

At the end of Q1 2026, 2 institutions reported holding CMS Energy Corp. (cms 5.875 03/01/79) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were First Command Advisory Services, Inc. ($5K) and PNC Financial Services Group, Inc. ($4K).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions1$5K
Exits1$833

All 13F filers, Q4 2025 → Q1 2026: 243 shares bought and 36 shares sold, net +207 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

First Command Advisory Services, Inc. — New 243 $5K
PNC Financial Services Group, Inc. — No change 183 $4K

"% 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.