CMS ENERGY CORP - NOTE 3.375% 5/0 Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2024 to Q4 2025

Type / Class
Debt / NOTE 3.375% 5/0
Market price (% of par)
107.47%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$572,381,050
Total reported market value
$629,720,512
Principal change
+$3,028,500
Market value change
+$4,399,206
Number of holders
51
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 51 institutional investors reported holding $572,381,050 in principal (par value) of CMS ENERGY CORP - NOTE 3.375% 5/0.

Institutional Holders of CMS ENERGY CORP - NOTE 3.375% 5/0 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $151,000 $162,282 -$162,280 107.47% 1
2025 Q3 $572,381,050 $629,720,512 +$4,399,206 109.62% 51
2025 Q2 $657,429,550 $704,228,018 +$13,237,215 106.46% 60
2025 Q1 $644,452,549 $719,640,732 +$7,579,821 110.85% 54
2024 Q4 $643,747,800 $672,859,366 -$109,842,409 103.72% 56
2024 Q3 $676,858,450 $730,159,199 -$25,165,977 107.2% 51
2024 Q2 $701,250,973 $689,381,546 +$688,703,145 97.95% 45