CMS Energy 4.2 Call 07/15/202 ps is a security (CUSIP 125896837) tracked across SEC portfolio filings. 4 institutional managers reported $1.1M on Form 13F as of 2026-06-30; 4 registered fund positions totaling $3.7M via N-PORT as of 2026-03-31.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Moran Wealth Management, LLC | NAPLES, FL | $1.0M | 61,166 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | INDIANAPOLIS, IN | $14K | 800 |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $13K | 763 |
| First Command Advisory Services, Inc. | FORT WORTH, TX | $5K | 293 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Nuveen Core Plus Impact Fund | Nuveen Core Plus Impact Fund | $3.4M | 108.06% |
| THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO | Thrivent Series Fund, Inc. | $155K | 2.75% |
| Nuveen Preferred & Income Securities Fund | Nuveen Preferred & Income Securities Fund | $154K | 1.07% |
| Thirdline Real Estate Income Fund | Thirdline Real Estate Income Fund | $75K | 12.60% |