DOSSIER · 13F Holders · Q2 2026
CMS 4.2 PERP C

CMS ENERGY CORP SER

3 institutions still hold CMS ENERGY CORP SER as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 125896837·3 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
3
filers reporting
Concentration
96.85%
Moran Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported CMS 4.2 PERP C in Q2 2026. Moran Wealth Management, LLC leads at 96.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Moran Wealth Management, LLC
CIK 0001965334
$1M61K0.03%Q2 2026
02
First Command Advisory Services, Inc.
CIK 0001727336
$17K1K0.00%Q2 2026
03
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$17K9640.00%Q4 2025