CMS Energy Corp. (cms 5.625 03/15/78)Preferred / convertible
13F holders, Q4 2025 (December 31)1holders
0new positions
0sold out
$21.95avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding CMS Energy Corp. (cms 5.625 03/15/78) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holder was Lanark Financial, Inc. ($483).
- Company
- CMS Energy Corp. (cms 5.625 03/15/78)
- CUSIP
- 125896860
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1 shares sold, net −1 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Lanark Financial, Inc. | — | Reduce -4.3% | 22 | $483 |
"% of holder's portfolio" is CMS ENERGY CORP (CMS 5.625 03/15/78)'s weight in each manager's 13F, not the share of CMS Energy Corp. (cms 5.625 03/15/78) the manager owns.