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

13F holders, Q1 2026 (March 31)
11holders +3
5new positions
1sold out
$1.14avg. 13F price*

At the end of Q1 2026, 11 institutions reported holding CMS Energy Corp. (cms 3.375 05/01/28) in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 1 sold out. The largest holders were BNP PARIBAS ASSET MANAGEMENT Holding S.A. ($12.6M), TPG GP A, LLC ($5.7M) and State of Wisconsin Investment Board ($3.4M).

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 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$8.8M
Exits1$2.8M

All 13F filers, Q4 2025 → Q1 2026: 9,773,000 shares bought and 2,500,000 shares sold, net +7,273,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% No change 11,000,000 $12.6M
TPG GP A, LLC 0.17% New 5,000,000 $5.7M
State of Wisconsin Investment Board 0.01% No change 3,000,000 $3.4M
Ssi Investment Management LLC 0.26% New 2,771,000 $3.1M
Bank of New York Mellon Corp 0.00% Add +432.7% 2,216,000 $2.5M
&partners 0.00% Add +894.1% 169,000 $191K
MML Investors Services, LLC 0.00% No change 22,000 $25K
Cetera Investment Advisers 0.00% New 21,000 $24K
Foresight Capital Management Advisors, Inc. 0.01% New 16,000 $18K
Choreo, LLC 0.00% New 11,000 $13K
Northwestern Mutual Wealth Management Co. 0.00% Add +28.6% 9,000 $10K

"% 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.