CMS Energy Corporation 5.875% Junior Subordinated Notes due 2079 (CMSD) Institutional Ownership

Based on Q1 2026 13F filings, institutional ownership of CMS Energy Corporation 5.875% Junior Subordinated Notes due 2079 stands at 0.0%, held across 2 reporting institutions.

First Command Advisory Services, Inc. is the largest reported institutional holder of CMSD, with approximately 243 shares worth $0.00B as of Q1 2026.

No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CMSD.

Our composite Smart Money Score for CMSD is 37 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

1 institutions opened new positions in CMSD during Q1 2026, while 1 fully exited. 0 added to existing positions and 1 trimmed.

CMSD institutional ownership rose by 0.00 percentage points quarter-over-quarter, with a net change of +0 holders.

The top 10 institutions account for 100.0% of all reported 13F value in CMSD, and the top 25 account for 100.0%.

All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.