13F Insight
DOSSIER · 13F Holders · Q2 2026
CMS 3.375 05/01/28

CMS ENERGY CORP

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

CUSIP 125896BX7·63 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$672M
visible holders
Holders
63
filers reporting
Concentration
13.74%
ADVENT CAPITAL MANAGEMENT /DE/ #1
top holder share
AI Holders Summary · Q2 2026

63 institutions reported CMS 3.375 05/01/28 in Q2 2026. ADVENT CAPITAL MANAGEMENT /DE/ leads at 13.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$92M82.2M2.07%Q2 202602
Calamos Advisors LLC
CIK 0001316507
$86M76.8M0.29%Q2 202603
Aequim Alternative Investments LP
CIK 0001728201
$78M70.0M1.21%Q2 202604
Universal- Beteiligungs- und Servicegesellschaft mbH
CIK 0002057170
$70M62.0M0.11%Q2 202605
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$61M55.1M0.01%Q2 202606
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$49M44.0M0.03%Q2 202607
TENOR CAPITAL MANAGEMENT Co., L.P.
CIK 0001346554
$30M27.0M0.43%Q2 202608
Lombard Odier Asset Management (Europe) Ltd
CIK 0001535784
$26M22.9M1.08%Q2 202609
STATE STREET CORP
CIK 0000093751
$24M21.4M0.00%Q2 202610
BNP Paribas Asset Management Holding S.A.
CIK 0001520354
$24M21.0M0.02%Q2 202611
Wellesley Asset Management
CIK 0001533551
$21M20.5M1.89%Q2 202612
SHENKMAN CAPITAL MANAGEMENT INC
CIK 0001275228
$20M17.3M2.71%Q2 202613
BlackRock, Inc.
CIK 0002012383
$18M16.4M0.00%Q2 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$15M13.0M0.00%Q2 202615
Weiss Asset Management LP
CIK 0001357550
$11M9.6M0.11%Q2 202616
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M9.2M0.00%Q2 202617
FRANKLIN RESOURCES INC
CIK 0000038777
$10M9.0M0.00%Q2 202618
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
CIK 0001694217
$10M8.6M0.01%Q2 202619
FMR LLC
CIK 0000315066
$9M8.2M0.00%Q2 202620
MORGAN STANLEY
CIK 0000895421
$8M7.5M0.00%Q2 2026
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