CMS-PC Institutional Ownership
CMS Energy Corporation
1W: -2.0%
1M: -3.7%
3M: -4.6%
YTD: -11.0%
1Y: -17.4%
3Y: -3.9%
5Y: -19.3%
$15.74
-0.27 (-1.69%)
Weekly Expected Move ±2.0%
$15
$16
$16
$16
$17
Credit Risk of going bust: lower than 84% of companies Debt: 37.8% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.37 (down 98%), CMS Energy Corporation would be worth roughly what it owes.
Total debt $13.15B against a stock market value of $21.65B.
Distance to default 10.82 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $6.58B (short-term plus half of long-term), stock volatility 17.7%; Altman Z'' 36.95. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.37 (down 98%), CMS Energy Corporation would be worth roughly what it owes.
Total debt $13.15B against a stock market value of $21.65B.
Distance to default 10.82 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $6.58B (short-term plus half of long-term), stock volatility 17.7%; Altman Z'' 36.95. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — CMS-PC
4
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$1M
Total Invested
2
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (5 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Moran Wealth Management, LLC NEW | 61,166 | $963K | — | +0.0% | 1Q | SEC ↗ |
| 2 | First Command Advisory Services, Inc. | 1,002 | $16K | +709 | +242.0% | 2Q | SEC ↗ |
| 3 | THURSTON, SPRINGER, MILLER, HERD & TIT NEW | 800 | $13K | — | +0.0% | 1Q | SEC ↗ |
| 4 | PNC Financial Services Group, Inc. | 751 | $12K | -12 | -1.6% | 15Q | SEC ↗ |
| 5 | NBC SECURITIES, INC. | 0 | $0K | -30 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Moran Wealth Management, LLC | 61,166 | $963K |
| THURSTON, SPRINGER, MILLER, HERD & | 800 | $13K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NBC SECURITIES, INC. | 30 | $0K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| First Command Advisory Services, In | +709 | +242.0% | 1,002 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PNC Financial Services Group, Inc. | -12 | -1.6% | 751 |