Titelia

Fund shareholders of CMS Energy Corp

ISIN US1258961002 · United States · LEI 549300IA9XFBAGNIBW29

Fund shareholders
694
Of which ETFs
216 478 other funds
Value held
10.2B $ 1.5M € · 379.4M SEK
Share of capital
42.2 % of 313.6M shares on Jul 13, 2026

694 funds hold this company: 691 declare it in a regulatory filing, and this table serves those page by page; 3 more are read from the reports their funds publish, and are not in it.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 9,701,332752.6M $0.04 %3.09 %as of Mar 31, 2026
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 7,787,643604.2M $0.04 %2.48 %as of Mar 31, 2026
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 6,617,644513.4M $0.26 %2.11 %as of Mar 31, 2026
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 5,256,838407.8M $1.67 %1.68 %as of Mar 31, 2026
JPMorgan Equity Income Fund JPMorgan Trust II 4,486,133348M $0.84 %1.43 %as of Mar 31, 2026
iShares Core S&P 500 ETF iShares Trust 3,941,353305.8M $0.04 %1.26 %as of Mar 31, 2026
Fidelity 500 Index Fund Fidelity Concord Street Trust 3,872,883302.4M $0.04 %1.24 %as of Feb 28, 2026
Victory Sycamore Established Value Fund Victory Portfolios 3,600,000279.3M $1.85 %1.15 %as of Mar 31, 2026
iShares Select Dividend ETF iShares Trust 3,016,714231.5M $1.01 %0.96 %as of Apr 30, 2026
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,834,684219.9M $0.10 %0.90 %as of Mar 31, 2026
MFS Massachusetts Investors Growth Stock Fund MFS Massachusetts Investors Growth Stock Fund 2,789,637217.8M $2.21 %0.89 %as of Feb 28, 2026
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 2,517,212196.5M $0.41 %0.80 %as of Feb 28, 2026
VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND 2,390,144185.4M $0.39 %0.76 %as of Mar 31, 2026
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 2,224,240170.7M $0.19 %0.71 %as of Apr 30, 2026
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 2,144,587166.4M $1.53 %0.68 %as of Mar 31, 2026
MFS Mid Cap Value Fund MFS SERIES TRUST XI 2,138,000165.9M $1.04 %0.68 %as of Mar 31, 2026
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 2,037,242159M $1.44 %0.65 %as of Feb 28, 2026
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,991,917154.5M $0.45 %0.64 %as of Mar 31, 2026
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,728,714134.1M $0.04 %0.55 %as of Mar 31, 2026
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 1,720,403132M $0.11 %0.55 %as of Apr 30, 2026
Franklin Utilities Fund Franklin Custodian Funds 1,600,000124.1M $1.60 %0.51 %as of Mar 31, 2026
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 1,558,444121.7M $3.39 %0.50 %as of Feb 27, 2026
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,333,141104.1M $1.26 %0.43 %as of Feb 28, 2026
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 1,330,000103.2M $0.23 %0.42 %as of Mar 31, 2026
Invesco Diversified Dividend Fund AIM Equity Funds (Invesco Equity Funds) 1,231,51994.5M $0.89 %0.39 %as of Apr 30, 2026
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,192,46491.5M $0.10 %0.38 %as of Apr 30, 2026
iShares Russell Mid-Cap ETF iShares Trust 1,154,89489.6M $0.19 %0.37 %as of Mar 31, 2026
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,121,04186M $0.17 %0.36 %as of Apr 30, 2026
LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC 1,119,57685.9M $1.28 %0.36 %as of Apr 30, 2026
Parnassus Mid Cap Fund Parnassus Funds 1,001,15877.7M $3.41 %0.32 %as of Mar 31, 2026
Parnassus Value Equity Fund Parnassus Funds 952,05573.9M $1.60 %0.30 %as of Mar 31, 2026
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 951,33673.8M $0.73 %0.30 %as of Mar 31, 2026
Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC 893,49069.8M $1.43 %0.28 %as of Feb 28, 2026
JPMorgan U.S. Value Fund JPMorgan Trust I 812,84663.1M $1.00 %0.26 %as of Mar 31, 2026
ELFUN TRUSTS ELFUN TRUSTS 796,53661.8M $1.48 %0.25 %as of Mar 31, 2026
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 777,17160.3M $1.08 %0.25 %as of Mar 31, 2026
iShares Core Dividend Growth ETF iShares Trust 773,85659.4M $0.15 %0.25 %as of Apr 30, 2026
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 742,38657.6M $0.25 %0.24 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 735,39157.1M $0.63 %0.23 %as of Mar 31, 2026
Virtus Reaves Utilities ETF ETFis Series Trust I 727,80855.9M $3.51 %0.23 %as of Apr 30, 2026
Invesco Dividend Income Fund AIM Sector Funds (Invesco Sector Funds) 727,56955.8M $1.48 %0.23 %as of Apr 30, 2026
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 698,20754.2M $0.18 %0.22 %as of Mar 31, 2026
iShares Russell 1000 Value ETF iShares Trust 693,03853.8M $0.08 %0.22 %as of Mar 31, 2026
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 678,90352.1M $0.04 %0.22 %as of Apr 30, 2026
THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC 666,76451.2M $0.45 %0.21 %as of Apr 30, 2026
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 644,18250M $0.04 %0.21 %as of Mar 31, 2026
iShares MSCI USA Min Vol Factor ETF iShares Trust 641,35149.2M $0.22 %0.20 %as of Apr 30, 2026
Victory Pioneer Core Equity Fund Victory Portfolios IV 621,63148.2M $2.49 %0.20 %as of Mar 31, 2026
iShares Core High Dividend ETF iShares Trust 572,51043.9M $0.32 %0.18 %as of Apr 30, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 568,85544.4M $0.04 %0.18 %as of Feb 28, 2026
NYLI CBRE Global Infrastructure Fund NEW YORK LIFE INVESTMENTS FUNDS TRUST 549,46942.2M $2.46 %0.18 %as of Apr 30, 2026
iShares S&P 500 Value ETF iShares Trust 528,71141M $0.09 %0.17 %as of Mar 31, 2026
AP7 Aktiefond Sjunde AP-fonden 503,794372.3M SEK0.03 %0.16 %as of Mar 31, 2026
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 494,55738M $0.18 %0.16 %as of Apr 30, 2026
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 485,91637.3M $0.92 %0.15 %as of Apr 30, 2026
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 466,25935.8M $1.46 %0.15 %as of Apr 30, 2026
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 454,36635.2M $0.44 %0.14 %as of Mar 31, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 450,76035.2M $0.04 %0.14 %as of Feb 28, 2026
iShares Russell Mid-Cap Value ETF iShares Trust 435,23733.8M $0.24 %0.14 %as of Mar 31, 2026
Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) 435,17833.8M $1.43 %0.14 %as of Mar 31, 2026
Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST 433,71033.3M $1.51 %0.14 %as of Apr 30, 2026
Infrastructure Fund John Hancock Investment Trust 427,90532.8M $2.66 %0.14 %as of Apr 30, 2026
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 389,85630.2M $0.11 %0.12 %as of Mar 31, 2026
MidCap Value Fund I Principal Funds, Inc 388,18129.8M $1.23 %0.12 %as of Apr 30, 2026
GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III 379,76629.5M $0.94 %0.12 %as of Mar 31, 2026
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 378,74929.4M $0.49 %0.12 %as of Mar 31, 2026
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 377,31629.3M $0.04 %0.12 %as of Mar 31, 2026
BlackRock Global Dividend Portfolio BlackRock Funds II 367,41328.7M $3.17 %0.12 %as of Feb 27, 2026
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 360,78128M $0.09 %0.12 %as of Mar 31, 2026
Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust 360,27027.9M $0.48 %0.11 %as of Mar 31, 2026
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 359,73727.9M $0.04 %0.11 %as of Mar 31, 2026
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 343,23526.6M $0.04 %0.11 %as of Mar 31, 2026
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 322,67525M $2.02 %0.10 %as of Mar 31, 2026
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 315,57724.6M $0.04 %0.10 %as of Feb 28, 2026
iShares U.S. Infrastructure ETF iShares Trust 304,94323.7M $0.64 %0.10 %as of Mar 31, 2026
iShares U.S. Utilities ETF iShares Trust 293,52322.5M $1.39 %0.09 %as of Apr 30, 2026
Nuveen Mid Cap Value Fund TIAA-CREF Funds 286,82122M $1.32 %0.09 %as of Apr 30, 2026
LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC 286,46522.2M $2.05 %0.09 %as of Mar 31, 2026
Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) 286,41722M $0.64 %0.09 %as of Apr 30, 2026
S&P 500 Index Master Portfolio Master Investment Portfolio 273,40521.2M $0.04 %0.09 %as of Mar 31, 2026
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 268,21820.9M $0.02 %0.09 %as of Feb 28, 2026
iShares Core S&P U.S. Value ETF iShares Trust 258,75920.1M $0.08 %0.08 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 252,93119.4M $0.04 %0.08 %as of Apr 30, 2026
MFS Massachusetts Investors Growth Stock Portfolio MFS VARIABLE INSURANCE TRUST II 249,16319.3M $2.33 %0.08 %as of Mar 31, 2026
JNL/MFS Mid Cap Value Fund JNL Series Trust 248,47919.3M $1.04 %0.08 %as of Mar 31, 2026
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 245,76518.9M $3.22 %0.08 %as of Apr 30, 2026
Nuveen Equity Index Fund TIAA-CREF Funds 242,66818.6M $0.03 %0.08 %as of Apr 30, 2026
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 242,30918.6M $0.02 %0.08 %as of Apr 30, 2026
Victory Pioneer Equity Income Fund Victory Portfolios IV 230,32617.7M $2.21 %0.07 %as of Apr 30, 2026
MFS Global Growth Fund MFS Series Trust VIII 217,86516.7M $2.00 %0.07 %as of Apr 30, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 214,30216.4M $0.04 %0.07 %as of Apr 30, 2026
iShares Russell 1000 ETF iShares Trust 213,25716.5M $0.04 %0.07 %as of Mar 31, 2026
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 211,65916.4M $0.06 %0.07 %as of Mar 31, 2026
Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST 201,92815.5M $1.37 %0.06 %as of Apr 30, 2026
Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I 200,50015.6M $1.86 %0.06 %as of Mar 31, 2026
LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 192,55014.9M $1.46 %0.06 %as of Mar 31, 2026
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 192,16014.7M $1.64 %0.06 %as of Apr 30, 2026
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 190,41714.9M $0.21 %0.06 %as of Feb 28, 2026
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 189,69314.7M $0.04 %0.06 %as of Mar 31, 2026
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 184,52914.3M $0.09 %0.06 %as of Mar 31, 2026

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
ICON UTILITIES AND INCOME FUND SCM Trust 3.96 %as of Mar 31, 2026
Brookfield Next Generation Infrastructure Fund Brookfield Investment Funds 3.73 %as of Mar 31, 2026
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 3.68 %as of Mar 31, 2026
Nomura Climate Solutions Fund IVY FUNDS 3.62 %as of Mar 31, 2026
Virtus Reaves Utilities ETF ETFis Series Trust I 3.51 %as of Apr 30, 2026
Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST 3.45 %as of Feb 28, 2026
Global Listed Infrastructure Fund Principal Funds, Inc 3.42 %as of Feb 28, 2026
Parnassus Mid Cap Fund Parnassus Funds 3.41 %as of Mar 31, 2026
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 3.39 %as of Feb 27, 2026
Utilities Fund American Century Quantitative Equity Funds, Inc. 3.34 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
2026Q2680+45131,908,265+5.4 %
2026Q1635-26125,184,582-2.2 %
2025Q4661-4127,967,066-1.1 %
2025Q3665-32129,380,841+0.2 %
2025Q2697+60129,124,321+6.9 %
2025Q1637-45120,773,972-4.6 %
2024Q4682+22126,649,854+3.9 %
2024Q3660+7121,866,247-4.3 %
2024Q2653+24127,362,720+5.9 %
2024Q1629-11120,315,872-3.3 %
2023Q4640124,361,801

Institutional managers

783 managers declare this company to the SEC (Form 13F); the 25 largest follow.

ManagerSharesValue
BlackRock, Inc.33,563,5742.6B $as of Mar 31, 2026
STATE STREET CORP18,099,0331.4B $as of Mar 31, 2026
JPMORGAN CHASE & CO15,839,6841.2B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC8,528,153659.2M $as of Mar 31, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main8,135,227631.1M $as of Mar 31, 2026
DEUTSCHE BANK AG\7,745,314600.9M $as of Mar 31, 2026
Invesco Ltd.7,645,197593.1M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/7,630,373614.3M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC6,839,262530.6M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP6,655,944516.4M $as of Mar 31, 2026
WELLS FARGO & COMPANY/MN5,422,074420.6M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC4,930,577382.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC4,778,533370.7M $as of Mar 31, 2026
MORGAN STANLEY4,713,999365.7M $as of Mar 31, 2026
GQG Partners LLC4,412,573342.3M $as of Mar 31, 2026
Pictet Asset Management Holding SA4,166,815323.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/3,668,532284.6M $as of Mar 31, 2026
LORD, ABBETT & CO. LLC3,308,716256.7K $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,108,854241.2M $as of Mar 31, 2026
FIL Ltd3,036,193235.5M $as of Mar 31, 2026
BARCLAYS PLC2,995,363232.4M $as of Mar 31, 2026
NORTHERN TRUST CORP2,725,167211.4M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/2,595,975201.4K $as of Mar 31, 2026
Legal & General Group Plc2,584,329200.5M $as of Mar 31, 2026
Bank of New York Mellon Corp2,534,689196.6M $as of Mar 31, 2026

Declared shareholders of CMS Energy Corp

3 beneficial ownership filings. These stakes do not add up: an asset manager filing aggregates its own funds, already counted above.

ShareholderDeclared stakeShares
Vanguard Capital Management 7.50 %23,113,756as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Portfolio Management 6.11 %18,830,275as of Mar 31, 2026 · SCHEDULE 13G
JPMORGAN CHASE & CO 5.00 %15,469,213as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of CMS Energy Corp

307 funds declare 450 bond lines of this company; the 25 largest holdings follow. The amount is the one filed, never a share of the debt: no regulator publishes the amount outstanding in open access.

FundBond linesValue
Invesco Equity and Income Fund147.1M $as of Feb 28, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.243.5M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND242.2M $as of Feb 28, 2026
iShares Convertible Bond ETF233.1M $as of Apr 30, 2026
Calamos Market Neutral Income Fund232.2M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND531.6M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND527.8M $as of Mar 31, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF224.6M $as of Mar 31, 2026
Guggenheim Total Return Bond Fund123M $as of Mar 31, 2026
PGIM Total Return Bond Fund123M $as of Apr 30, 2026
Neuberger Strategic Income Fund220.5M $as of Apr 30, 2026
Calamos Growth & Income Fund117.7M $as of Apr 30, 2026
Invesco Variable Rate Preferred ETF317.4M $as of Feb 28, 2026
Janus Henderson Multi-Sector Income Fund116.8M $as of Mar 31, 2026
JPMorgan Preferred and Income Securities Fund316M $as of Mar 31, 2026
Columbia Convertible Securities Fund113.1M $as of Feb 28, 2026
Calamos Convertible Fund112.3M $as of Apr 30, 2026
JPMorgan Ultra-Short Income ETF111.8M $as of Feb 28, 2026
American High Income Trust111.7M $as of Mar 31, 2026
Fidelity Convertible Securities Fund211.6M $as of Feb 28, 2026
Nuveen Preferred Securities and Income Fund110.7M $as of Feb 28, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND210.7M $as of Mar 31, 2026
iShares Core U.S. Aggregate Bond ETF510.5M $as of Feb 28, 2026
Intermediate Bond Fund of America110.3M $as of Feb 28, 2026
Baird Ultra Short Bond Fund110.1M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of CMS Energy Corp". https://titelia.com/en/stocks/cms-energy-corp-US1258961002