13FBOX
CMS Energy 4.2 Call 07/15/202 · 13F Institutional Holdings
Options Calculator Rankings
C

CMS Energy 4.2 Call 07/15/202

Institutions
4
Combined AUM (Q2 2026)
$1.1M
Combined Shares (Q2 2026)
63,719
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+62,675
3 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-12
1 · 0 Exit · ≈
⚖️ Net
+62,663
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$1.1M
Institutions
4
New Buys
2
Adds
1
Reduces
1
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Moran Wealth Management, LLC
0.03%#1$1.0M61,166$00+61,166New Buy
First Command Advisory Services, Inc.
<0.01%<0.01%#3$17,0941,002$4,908293+709+241.98%Add
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
<0.01%#2$13,648800$00+800New Buy
PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#4$12,812751$12,780763-12-1.57%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow