CMSA Institutional Ownership
CMS Energy Corporation 5.6% JRSUB NT 78
1W: +1.1%
1M: -0.8%
3M: -8.6%
YTD: -12.7%
1Y: -17.2%
3Y: +1.3%
5Y: -10.6%
$18.73
-0.00 (-0.00%)
After Hours: $18.42 (-0.31, -1.66%)
Weekly Expected Move ±2.0%
$18
$18
$19
$19
$20
Credit Risk of going bust: lower than 80% of companies Debt: 46.9% 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 $0.63 (down 97%), CMS Energy Corporation 5.6% JRSUB NT 78 would be worth roughly what it owes.
Total debt $19.30B against a stock market value of $21.82B.
Distance to default 9.63 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $9.96B (short-term plus half of long-term), stock volatility 17.6%; Altman Z'' 0.81. 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 $0.63 (down 97%), CMS Energy Corporation 5.6% JRSUB NT 78 would be worth roughly what it owes.
Total debt $19.30B against a stock market value of $21.82B.
Distance to default 9.63 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $9.96B (short-term plus half of long-term), stock volatility 17.6%; Altman Z'' 0.81. 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 — CMSA
1
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$0M
Total Invested
0
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (2 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | First Command Advisory Services, Inc. | 384 | $7K | +246 | +178.3% | 2Q | SEC ↗ |
| 2 | NBC SECURITIES, INC. | 0 | $0K | -22 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NBC SECURITIES, INC. | 22 | $0K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| First Command Advisory Services, In | +246 | +178.3% | 384 |
Biggest Decreases (0)
None.