Filing Research | CMS ENERGY CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	ZAZOVE ASSOCIATES LLC	Principal	4.5MPRN	$5.1M
2	LAFFER TENGLER INVESTMENTS, INC.	Shares	2.7KSH	$3.1M
3	LBP AM SA	Principal	1.6MPRN	$1.8M
4	AEGON USA Investment Management, LLC	Principal	905.0KPRN	$1.0M
5	Union Bancaire Privee, UBP SA	Principal	213.0KPRN	$243.0K
6	LANARK FINANCIAL, INC.	Shares	7.0KSH	$7.8K
7	Alken Asset Management Ltd	Principal	4.3KPRN	$4.8K
8	BARTLETT & CO. WEALTH MANAGEMENT LLC	Principal	3.0KPRN	$3.4K

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	LAFFER TENGLER INVESTMENTS, INC. new	Shares	+2.7K	+$3.1M	$3.1M
2	LBP AM SA new	Principal	+1.6M	+$1.8M	$1.8M
3	ZAZOVE ASSOCIATES LLC added	Principal	+335.0K	+$442.6K	$5.1M
4	LANARK FINANCIAL, INC. new	Shares	+7.0K	+$7.8K	$7.8K
5	Union Bancaire Privee, UBP SA unchanged	Principal	0	+$1.9K	$243.0K
6	Alken Asset Management Ltd added	Principal	+250	+$278	$4.8K
7	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Principal	0	+$47	$3.4K
8	AEGON USA Investment Management, LLC unchanged	Principal	0	-$13.1K	$1.0M
9	FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. exited	Shares	-16.0K	-$18.1K	$0
10	LAFFER TENGLER INVESTMENTS, INC. exited	Principal	-2.5K	-$2.9M	$0

Filing Research | CMS ENERGY CORP Institutional Holdings