Titelia

Fund shareholders of CMS Energy Corp

ISIN US1258961002 · United States · LEI 549300IA9XFBAGNIBW29

Fund shareholders
678
Of which ETFs
210 468 other funds
Value held
≈ 10.3B $ 10.3B $ · 1.5M € · 379.4M SEK
Share of capital
43.9 % of 313.6M shares on Jul 13, 2026

678 funds hold this company. This table lists the 675 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.

FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 9,806,317750.2M $0.03 %3.13 %as of Jun 30, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 8,005,094612.4M $0.04 %2.55 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS 6,693,470512.1M $0.23 %2.13 %as of Jun 30, 2026 ↗
State Street(R) Utilities Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 5,026,781384.5M $1.66 %1.60 %as of Jun 30, 2026 ↗
JPMorgan Equity Income Fund JPMorgan Trust II 4,338,508331.9M $0.76 %1.38 %as of Jun 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 4,249,878325.1M $0.04 %1.36 %as of Jun 30, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 3,921,291284.6M $0.03 %1.25 %as of May 31, 2026 ↗
Victory Sycamore Established Value Fund Victory Portfolios 3,665,000280.4M $1.82 %1.17 %as of Jun 30, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 3,120,028224.6M $0.10 %0.99 %as of Jul 31, 2026 ↗
iShares Select Dividend ETF iShares Trust 3,006,556216.4M $0.92 %0.96 %as of Jul 31, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 2,937,620224.7M $0.09 %0.94 %as of Jun 30, 2026 ↗
MFS Massachusetts Investors Growth Stock Fund MFS Massachusetts Investors Growth Stock Fund 2,536,644184.1M $1.99 %0.81 %as of May 31, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 2,536,336182.6M $0.19 %0.81 %as of Jul 31, 2026 ↗
Columbia Dividend Income Fund COLUMBIA FUNDS SERIES TRUST I 2,493,226180.9M $0.38 %0.80 %as of May 31, 2026 ↗
Capital Income Builder Capital Income Builder 2,374,521170.9M $0.13 %0.76 %as of Jul 31, 2026 ↗
VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS 2,152,837155M $0.61 %0.69 %as of Jul 31, 2026 ↗
VANGUARD UTILITIES INDEX FUND VANGUARD WORLD FUND 2,118,237153.7M $1.45 %0.68 %as of May 31, 2026 ↗
VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND 2,117,039162M $0.34 %0.68 %as of Jun 30, 2026 ↗
MFS Mid Cap Value Fund MFS SERIES TRUST XI 2,112,698161.6M $0.93 %0.67 %as of Jun 30, 2026 ↗
VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,984,139151.8M $0.41 %0.63 %as of Jun 30, 2026 ↗
JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, Inc. 1,808,037138.3M $1.24 %0.58 %as of Jun 30, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 1,747,845125.8M $0.10 %0.56 %as of Jul 31, 2026 ↗
JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust 1,687,831129.1M $0.29 %0.54 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 1,678,146128.4M $0.04 %0.54 %as of Jun 30, 2026 ↗
Franklin Utilities Fund Franklin Custodian Funds 1,600,300122.4M $1.60 %0.51 %as of Jun 30, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 1,509,335109.5M $3.30 %0.48 %as of May 29, 2026 ↗
iShares Russell Mid-Cap ETF iShares Trust 1,262,16996.6M $0.17 %0.40 %as of Jun 30, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 1,237,18189.1M $0.09 %0.39 %as of Jul 31, 2026 ↗
Parnassus Value Equity Fund Parnassus Funds 1,173,66089.8M $1.69 %0.37 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Index Fund Fidelity Salem Street Trust 1,164,56283.8M $0.16 %0.37 %as of Jul 31, 2026 ↗
Invesco S&P 500 Low Volatility ETF Invesco Exchange-Traded Fund Trust II 1,124,61081.6M $1.18 %0.36 %as of May 31, 2026 ↗
Parnassus Mid Cap Fund Parnassus Funds 1,038,50979.4M $3.14 %0.33 %as of Jun 30, 2026 ↗
HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC 1,032,44274.3M $0.65 %0.33 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 951,33672.8M $0.60 %0.30 %as of Jun 30, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 912,85765.7M $0.15 %0.29 %as of Jul 31, 2026 ↗
Lord Abbett Dividend Growth Fund LORD ABBETT RESEARCH FUND INC 893,49064.8M $1.31 %0.28 %as of May 31, 2026 ↗
JPMorgan U.S. Value Fund JPMorgan Trust I 808,35361.8M $0.89 %0.26 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 736,43556.3M $0.04 %0.23 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 735,39156.3M $0.54 %0.23 %as of Jun 30, 2026 ↗
JPMorgan Mid Cap Equity Fund JPMorgan Trust I 695,57653.2M $0.85 %0.22 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 688,69949.6M $0.03 %0.22 %as of Jul 31, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 687,83852.6M $0.07 %0.22 %as of Jun 30, 2026 ↗
iShares Core High Dividend ETF iShares Trust 663,03047.7M $0.32 %0.21 %as of Jul 31, 2026 ↗
Virtus Reaves Utilities ETF ETFis Series Trust I 658,44047.4M $3.61 %0.21 %as of Jul 31, 2026 ↗
THE HARTFORD BALANCED INCOME FUND HARTFORD MUTUAL FUNDS, INC 641,70046.2M $0.42 %0.20 %as of Jul 31, 2026 ↗
iShares MSCI USA Min Vol Factor ETF iShares Trust 636,82245.8M $0.19 %0.20 %as of Jul 31, 2026 ↗
Victory Pioneer Core Equity Fund Victory Portfolios IV 621,63147.6M $2.28 %0.20 %as of Jun 30, 2026 ↗
Infrastructure Fund John Hancock Investment Trust 593,78242.7M $3.12 %0.19 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 578,48642M $0.03 %0.18 %as of May 31, 2026 ↗
First Trust North American Energy Infrastructure Fund First Trust Exchange-Traded Fund IV 541,00138.9M $0.94 %0.17 %as of Jul 31, 2026 ↗
Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST 535,91341M $0.11 %0.17 %as of Jun 30, 2026 ↗
Fidelity SAI U.S. Low Volatility Index Fund Fidelity Salem Street Trust 515,65837.1M $0.16 %0.16 %as of Jul 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 506,93738.8M $0.08 %0.16 %as of Jun 30, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 503,794372.3M SEK0.03 %0.16 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 500,61636.3M $0.04 %0.16 %as of May 31, 2026 ↗
iShares Russell Mid-Cap Value ETF iShares Trust 470,62736M $0.23 %0.15 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 468,64834M $0.03 %0.15 %as of May 31, 2026 ↗
LORD ABBETT AFFILIATED FUND INC LORD ABBETT AFFILIATED FUND INC 466,53333.6M $0.49 %0.15 %as of Jul 31, 2026 ↗
Fidelity MSCI Utilities Index ETF FIDELITY COVINGTON TRUST 466,23433.6M $1.45 %0.15 %as of Jul 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 454,77434.8M $0.44 %0.15 %as of Jun 30, 2026 ↗
GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III 444,86534M $1.10 %0.14 %as of Jun 30, 2026 ↗
First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund 424,70132.5M $0.40 %0.14 %as of Jun 30, 2026 ↗
JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust 389,99829.8M $0.45 %0.12 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 386,56429.6M $0.03 %0.12 %as of Jun 30, 2026 ↗
iShares U.S. Infrastructure ETF iShares Trust 384,05529.4M $0.64 %0.12 %as of Jun 30, 2026 ↗
Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) 383,15729.3M $1.12 %0.12 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 374,62128.7M $0.08 %0.12 %as of Jun 30, 2026 ↗
Lord Abbett Fundamental Equity Fund LORD ABBETT SECURITIES TRUST 370,14026.6M $1.21 %0.12 %as of Jul 31, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 360,76527.6M $0.04 %0.12 %as of Jun 30, 2026 ↗
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 344,65226.4M $0.08 %0.11 %as of Jun 30, 2026 ↗
VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS 343,23526.3M $0.04 %0.11 %as of Jun 30, 2026 ↗
Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions 335,30825.7M $1.76 %0.11 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 323,95923.5M $0.03 %0.10 %as of May 31, 2026 ↗
MidCap Value Fund I Principal Funds, Inc 302,40821.8M $0.88 %0.10 %as of Jul 31, 2026 ↗
Invesco Rising Dividends Fund AIM Equity Funds (Invesco Equity Funds) 286,41720.6M $0.59 %0.09 %as of Jul 31, 2026 ↗
Nuveen Mid Cap Value Fund TIAA-CREF Funds 285,23620.5M $1.22 %0.09 %as of Jul 31, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 283,61821.7M $0.84 %0.09 %as of Jun 30, 2026 ↗
iShares U.S. Utilities ETF iShares Trust 277,09319.9M $1.37 %0.09 %as of Jul 31, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 276,31019.9M $2.39 %0.09 %as of Jul 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 272,91820.9M $0.03 %0.09 %as of Jun 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 263,81920.2M $0.08 %0.08 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 259,57918.7M $0.02 %0.08 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 259,18918.7M $0.04 %0.08 %as of Jul 31, 2026 ↗
Neuberger Equity Income Fund NEUBERGER BERMAN EQUITY FUNDS 258,77518.8M $1.83 %0.08 %as of May 31, 2026 ↗
NYLIM CBRE Global Infrastructure Fund NYLIM FUNDS TRUST 252,79918.2M $1.07 %0.08 %as of Jul 31, 2026 ↗
LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC 243,74518.6M $1.56 %0.08 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 242,66817.5M $0.03 %0.08 %as of Jul 31, 2026 ↗
JNL/MFS Mid Cap Value Fund JNL Series Trust 241,01618.4M $0.93 %0.08 %as of Jun 30, 2026 ↗
MFS Massachusetts Investors Growth Stock Portfolio MFS VARIABLE INSURANCE TRUST II 240,28118.4M $2.15 %0.08 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 240,09817.3M $0.04 %0.08 %as of Jul 31, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 234,05916.8M $3.13 %0.07 %as of Jul 31, 2026 ↗
BlackRock Global Dividend Portfolio BlackRock Funds II 221,53116.1M $1.80 %0.07 %as of May 29, 2026 ↗
Goldman Sachs Mid Cap Value Fund Goldman Sachs Trust 216,83515.7M $1.39 %0.07 %as of May 31, 2026 ↗
iShares Russell 1000 ETF iShares Trust 212,99716.3M $0.03 %0.07 %as of Jun 30, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 211,65916.2M $0.05 %0.07 %as of Jun 30, 2026 ↗
MFS Global Growth Fund MFS Series Trust VIII 207,52314.9M $1.82 %0.07 %as of Jul 31, 2026 ↗
Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I 207,10015.8M $1.79 %0.07 %as of Jun 30, 2026 ↗
Cohen & Steers Global Infrastructure Fund Inc. COHEN & STEERS GLOBAL INFRASTRUCTURE FUND INC 202,79115.5M $1.41 %0.06 %as of Jun 30, 2026 ↗
Lord Abbett Value Opportunities Fund LORD ABBETT SECURITIES TRUST 199,43714.4M $1.29 %0.06 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 192,75514M $0.07 %0.06 %as of May 31, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Fidelity Funds - Climate Solutions Fund FIL Investment Management (Luxembourg) S.A. 1.93 %as of Apr 30, 2025 ↗
Fidelity Funds - America Fund FIL Investment Management (Luxembourg) S.A. 1.04 %as of Apr 30, 2025 ↗
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.04 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Guardian Global Utilities VIP Fund Guardian Variable Products Trust 4.83 %as of Jun 30, 2026 ↗
ICON UTILITIES AND INCOME FUND SCM Trust 3.96 %as of Jun 30, 2026 ↗
Virtus Reaves Utilities ETF ETFis Series Trust I 3.61 %as of Jul 31, 2026 ↗
Nomura Climate Solutions Fund IVY FUNDS 3.56 %as of Jun 30, 2026 ↗
PGIM Jennison Utility Fund Prudential Sector Funds, Inc. 3.30 %as of May 29, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 3.15 %as of Jun 30, 2026 ↗
Parnassus Mid Cap Fund Parnassus Funds 3.14 %as of Jun 30, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 3.13 %as of Jul 31, 2026 ↗
Infrastructure Fund John Hancock Investment Trust 3.12 %as of Jul 31, 2026 ↗
BRUCE FUND Bruce Fund, Inc. 3.05 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3664-16137,091,812+3.9 %
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 table shows the 25 largest.

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

Funds holding the debt of CMS Energy Corp

289 funds declare 422 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Invesco Equity and Income Fund145.7M $as of May 31, 2026
iShares Convertible Bond ETF238.5M $as of Jul 31, 2026
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND134.9M $as of May 31, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND532.2M $as of Jun 30, 2026
Cohen & Steers Preferred Securities & Income Fund, Inc.231.2M $as of Jun 30, 2026
Calamos Market Neutral Income Fund231.2M $as of Jul 31, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF228.8M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND528.1M $as of Jun 30, 2026
Guggenheim Total Return Bond Fund123.2M $as of Jun 30, 2026
PGIM Total Return Bond Fund122.8M $as of Jul 31, 2026
Neuberger Strategic Income Fund220.3M $as of Jul 31, 2026
Invesco Variable Rate Preferred ETF319.7M $as of May 31, 2026
Calamos Convertible Fund117.6M $as of Jul 31, 2026
Calamos Growth & Income Fund117.1M $as of Jul 31, 2026
Janus Henderson Multi-Sector Income Fund116.9M $as of Jun 30, 2026
JPMorgan Preferred and Income Securities Fund316.2M $as of Jun 30, 2026
Columbia Convertible Securities Fund114.1M $as of May 31, 2026
American High Income Trust111.7M $as of Jun 30, 2026
Fidelity Convertible Securities Fund211.1M $as of May 31, 2026
Nuveen Preferred Securities and Income Fund110.5M $as of May 31, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND110.1M $as of May 31, 2026
State Street(R) SPDR(R) Portfolio Intermediate Term Corporate Bond ETF310.1M $as of Jun 30, 2026
iShares Core U.S. Aggregate Bond ETF59.9M $as of May 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND17.7M $as of Jun 30, 2026
College Retirement Equities Fund - Core Bond Account17M $as of Jun 30, 2026
Cite this page

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