# CMS Energy 4.2 Call 07/15/202 ps

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.

## Summary

- Issuer: CMS Energy 4.2 Call 07/15/202
- Class: ps
- CUSIP: 125896837
- Asset category: EP
- 13F holders: 4
- 13F value: $1.1M
- 13F period: 2026-06-30
- N-PORT fund positions: 4
- N-PORT value: $3.7M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Moran Wealth Management, LLC](https://search.stillhousedata.com/firm/319208) | 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 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| Nuveen Core Plus Impact Fund | Nuveen Core Plus Impact Fund | $3.4M | 108.06% |
| [THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO](https://search.stillhousedata.com/fund/S000001434) | 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% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/125896837.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
