CMS Energy Corp. (cms 3.375 05/01/28)
13F holders, Q2 2026 (June 30)10holders −1
4new positions
5sold out
$1.12avg. 13F price*
At the end of Q2 2026, 10 institutions reported holding CMS Energy Corp. (cms 3.375 05/01/28) in their 13F filings, down 1 from Q1 2026. 4 opened new positions and 5 sold out. The largest holders were State of Wisconsin Investment Board ($4.5M), Bank of New York Mellon Corp ($2.4M) and &partners ($190K).
- Company
- CMS Energy Corp. (cms 3.375 05/01/28)
- CUSIP
- 125896BX7
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $58K |
| Exits | 5 | $21.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,052,737 shares bought and 18,909,000 shares sold, net −17,856,263 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| State of Wisconsin Investment Board | 0.01% | Add +33.3% | 4,000,000 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.5% | 2,116,000 | $2.4M |
| &partners | 0.00% | Add +0.6% | 170,000 | $190K |
| Focus Partners Wealth | 0.00% | New | 25,000 | $28K |
| Cetera Investment Advisers | 0.00% | No change | 21,000 | $23K |
| Commonwealth Equity Services, LLC | 0.00% | New | 17,000 | $19K |
| Choreo, LLC | 0.00% | No change | 11,000 | $12K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 9,000 | $10K |
| Lanark Financial, Inc. | 0.00% | New | 7,000 | $8K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 2,737 | $3K |
"% of holder's portfolio" is CMS ENERGY CORP (CMS 3.375 05/01/28)'s weight in each manager's 13F, not the share of CMS Energy Corp. (cms 3.375 05/01/28) the manager owns.