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

13F holders, Q4 2025 (December 31)
8holders +1
3new positions
2sold out
$1.07avg. 13F price*

At the end of Q4 2025, 8 institutions reported holding CMS Energy Corp. (cms 3.375 05/01/28) in their 13F filings, up 1 from Q3 2025. 3 opened new positions and 2 sold out. The largest holders were BNP PARIBAS ASSET MANAGEMENT Holding S.A. ($11.8M), Angelo Gordon & Co., L.P. ($9.6M) and State of Wisconsin Investment Board ($3.2M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions3$12.4M
Exits2$10.1M

All 13F filers, Q3 2025 → Q4 2025: 11,538,000 shares bought and 9,034,447 shares sold, net +2,503,553 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% No change 11,000,000 $11.8M
Angelo Gordon & Co., L.P. 1.13% New 9,000,000 $9.6M
State of Wisconsin Investment Board 0.01% No change 3,000,000 $3.2M
Mizuho Securities USA LLC 0.05% New 2,500,000 $2.8M
Bank of New York Mellon Corp 0.00% Add +4.0% 416,000 $446K
MML Investors Services, LLC 0.00% New 22,000 $24K
&partners 0.00% Reduce -29.2% 17,000 $18K
Northwestern Mutual Wealth Management Co. 0.00% No change 7,000 $7K

"% 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.