CMSC - CMS Energy Corporation - Corporate Bond/Note Stock - Stock Price, Institutional Ownership, Shareholders (NYSE)

CMS Energy Corporation - Corporate Bond/Note
US ˙ NYSE ˙ US1258968528

Basic Stats
Institutional Owners 32 total, 32 long only, 0 short only, 0 long/short - change of 10.34% MRQ
Average Portfolio Allocation 0.1982 % - change of -1.19% MRQ
Institutional Shares (Long) 4,385,839 (ex 13D/G) - change of -0.89MM shares -16.82% MRQ
Institutional Value (Long) $ 96,824 USD ($1000)
Institutional Ownership and Shareholders

CMS Energy Corporation - Corporate Bond/Note (US:CMSC) has 32 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 4,385,839 shares. Largest shareholders include PFF - iShares Preferred and Income Securities ETF, FPE - First Trust Preferred Securities and Income ETF, PGX - Invesco Preferred ETF, PFXF - VanEck Vectors Preferred Securities ex Financials ETF, PRWCX - T. Rowe Price Capital Appreciation Fund, CPXAX - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A, PFFD - Global X U.S. Preferred ETF, John Hancock Preferred Income Fund Iii, PSK - SPDR(R) Wells Fargo Preferred Stock ETF, and John Hancock Preferred Income Fund .

CMS Energy Corporation - Corporate Bond/Note (NYSE:CMSC) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 5, 2025 is 24.23 / share. Previously, on September 9, 2024, the share price was 25.19 / share. This represents a decline of 3.81% over that period.

CMSC / CMS Energy Corporation - Corporate Bond/Note Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

CMSC / CMS Energy Corporation - Corporate Bond/Note Historical Put/Call Ratio
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-08-26 NP ITRAX - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 66,173 -67.60 1,458 -68.15
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 11,011 -67.61 243 -68.20
2025-08-28 NP PSK - SPDR(R) Wells Fargo Preferred Stock ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 131,580 -6.15 2,899 -7.71
2025-07-25 NP PNARX - Spectrum Preferred and Capital Securities Income Fund (f/k/a Preferred Securities) R-3 4,626 0.00 103 -5.56
2025-08-26 NP Nuveen Real Asset Income & Growth Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,157 0.00 444 -1.55
2025-07-29 NP JCAVX - Capital Appreciation Value Fund Class NAV 34,128 -14.40 758 -18.67
2025-08-21 NP PFXF - VanEck Vectors Preferred Securities ex Financials ETF 342,863 -10.82 7,553 -12.29
2025-08-26 NP PRWCX - T. Rowe Price Capital Appreciation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 341,631 -67.60 7,526 -68.14
2025-08-29 NP JAFRX - Capital Appreciation Value Trust NAV Class 3,708 -67.59 82 -68.36
2025-07-30 NP PFFD - Global X U.S. Preferred ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 203,905 -9.21 4,531 -13.75
2025-08-28 NP CSPF - Cohen & Steers Preferred and Income Opportunities Active ETF 15,000 330
2025-06-26 NP JHPI - John Hancock Preferred Income ETF 6,187 0.00 136 -6.21
2025-08-26 NP PFF - iShares Preferred and Income Securities ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 886,497 -8.24 19,530 -9.76
2025-07-22 NP GPRF - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF 4,744 29.48 105 23.53
2025-07-29 NP PGX - Invesco Preferred ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 435,755 -5.04 9,682 -9.78
2025-07-24 NP FSDIX - Fidelity Strategic Dividend & Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57,830 0.00 1,284 -5.24
2025-05-29 NP CPXAX - Cohen & Steers Preferred Securities & Income Fund, Inc. Class A 286,930 -16.29 6,427 -18.22
2025-06-25 NP First Trust Intermediate Duration Preferred & Income Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88,506 430.13 1,948 328.13
2025-06-26 NP John Hancock Preferred Income Fund Ii 102,900 0.00 2,265 -6.25
2025-08-26 NP NRIAX - Nuveen Real Asset Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39,380 0.00 868 -1.70
2025-06-26 NP John Hancock Preferred Income Fund Iii 139,475 0.00 3,070 -6.23
2025-06-25 NP FPEAX - First Trust Preferred Securities and Income Fund Class A This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,824 34.46 414 26.22
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 1,997 -30.44 44 -35.82
2025-06-25 NP FPE - First Trust Preferred Securities and Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 698,044 79.47 15,364 68.31
2025-06-24 NP Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund 120,000 0.00 2,641 -6.21
2025-08-28 NP Cohen & Steers Infrastructure Fund Inc 63,498 0.00 1,399 -1.69
2025-08-27 NP JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 52,594 -67.60 1,159 -68.15
2025-08-28 NP Cohen & Steers Total Return Realty Fund Inc 17,000 0.00 375 -1.58
2025-08-26 NP PENN SERIES FUNDS INC - Flexibly Managed Fund 39,071 -67.60 861 -68.16
2025-08-28 NP Cohen & Steers Real Estate Opportunities & Income Fund 20,000 441
2025-06-26 NP John Hancock Preferred Income Fund 129,425 0.00 2,849 -6.22
2025-07-24 NP FPFD - Fidelity Preferred Securities & Income ETF 2,400 -40.00 53 -44.79
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