13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
CMS 3.375 05/01/28

CMS ENERGY CORP

61 institutions still hold CMS ENERGY CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 125896BX7·61 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.8%
vs prior quarter
13F value held
$614M
55.0% inst. owned
of float
Holders
61
+35 QoQ
filers reporting
Activity
+70 / −114
+980 added · −846 reduced
this quarter
Concentration
13.86%
ADVENT CAPITAL MANAGEMENT /DE/ #1
top holder share
AI Holders Summary · Q1 2026

61 institutions reported CMS 3.375 05/01/28 in Q1 2026. ADVENT CAPITAL MANAGEMENT /DE/ leads at 13.9% of the visible book. +35 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ADVENT CAPITAL MANAGEMENT /DE/
CIK 0001097278
$85M74.2M2.34%Q1 202602
Aequim Alternative Investments LP
CIK 0001728201
$79M70.0M1.54%Q1 202603
Calamos Advisors LLC
CIK 0001316507
$71M62.4M0.25%Q1 202604
Universal- Beteiligungs- und Servicegesellschaft mbH
CIK 0002057170
$68M59.1M0.12%Q1 202605
BlackRock, Inc.
CIK 0002012383
$57M50.5M0.00%Q1 202606
VICTORY CAPITAL MANAGEMENT INC
CIK 0001040188
$51M44.8M0.03%Q1 202607
TENOR CAPITAL MANAGEMENT Co., L.P.
CIK 0001346554
$31M27.0M0.48%Q1 202608
SHENKMAN CAPITAL MANAGEMENT INC
CIK 0001275228
$22M19.5M2.70%Q1 202609
STATE STREET CORP
CIK 0000093751
$19M17.0M0.00%Q1 202610
Lombard Odier Asset Management (Europe) Ltd
CIK 0001535784
$16M13.9M0.87%Q1 202611
Wellesley Asset Management
CIK 0001533551
$15M13.4M1.59%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$15M13.0M0.00%Q1 202613
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M12.3M0.00%Q1 202614
BNP Paribas Asset Management Holding S.A.
CIK 0001520354
$13M11.0M0.01%Q1 202615
Polar Asset Management Partners Inc.
CIK 0001326389
$11M10.0M0.23%Q1 202616
FRANKLIN RESOURCES INC
CIK 0000038777
$10M9.0M0.00%Q1 202617
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
CIK 0001694217
$10M8.6M0.01%Q1 202618
JPMORGAN CHASE & CO
CIK 0000019617
$10M8.4M0.00%Q1 202619
FMR LLC
CIK 0000315066
$9M8.3M0.00%Q1 202620
MORGAN STANLEY
CIK 0000895421
$8M7.4M0.00%Q1 2026
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