CMS Energy Corp. (cms 3.375 05/01/28)

13F holders, Q1 2025 (March 31)
8holders −1
0new positions
1sold out
$1.20avg. 13F price*

At the end of Q1 2025, 8 institutions reported holding CMS Energy Corp. (cms 3.375 05/01/28) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Income Research & Management ($12.3M), BNP PARIBAS ASSET MANAGEMENT Holding S.A. ($7.8M) and New York State Common Retirement Fund ($5.3M).

Company
CMS Energy Corp. (cms 3.375 05/01/28)
CUSIP
125896BX7
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q2 2024: 7Q2 2024Q3 2024: 7Q3 2024Q4 2024: 9Q4 2024Q1 2025: 8Q1 2025Q2 2025: 6Q2 2025Q3 2025: 7Q3 2025Q4 2025: 8Q4 2025Q1 2026: 11Q1 2026Q2 2026: 10Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions0$0
Exits1$7.5M

All 13F filers, Q4 2024 → Q1 2025: 25,905 shares bought and 7,917,001 shares sold, net −7,891,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Income Research & Management 5.23% No change 11,100,000 $12.3M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.02% Reduce 0.0% 6,999,999 $7.8M
New York State Common Retirement Fund 0.01% Reduce -4.0% 4,819,000 $5.3M
Mizuho Securities USA LLC 0.06% Reduce -16.7% 2,500,000 $2.8M
Nomura Holdings Inc. 0.01% Add +1.3% 31,635 $2.4M
Bank of New York Mellon Corp 0.00% No change 400,000 $443K
Natixis 0.00% Add +900.0% 25,000 $28K
Northwestern Mutual Wealth Management Co. 0.00% Add +75.0% 7,000 $8K

"% 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.