CMSC Institutional Ownership, Buyers - CMS Energy Corporation

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in CMS Energy Corporation - Corporate Bond/Note include Cohen & Steers Real Estate Opportunities & Income Fund, and CSPF - Cohen & Steers Preferred and Income Opportunities Active ETF .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date	Source	Investor	Shares	Δ Shares (%)	Reported Value ($1000)	Δ Value (%)
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
2025-06-25	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
2025-08-28	NP	CSPF - Cohen & Steers Preferred and Income Opportunities Active ETF	15,000		330
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
2025-07-22	NP	GPRF - Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF	4,744	29.48	105	23.53
2025-08-28	NP	Cohen & Steers Real Estate Opportunities & Income Fund	20,000		441

CMSC / CMS Energy Corporation - Corporate Bond/Note - Institutional Ownership - Buyers

Institutional and Fund Ownership - Buyers