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
JPMorgan Equity Premium Income Fund JPMorgan Trust IV 191,71714.7M $0.29 %0.06 %as of Jun 30, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 189,61214.5M $0.04 %0.06 %as of Jun 30, 2026 ↗
LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 189,50014.5M $1.31 %0.06 %as of Jun 30, 2026 ↗
VANGUARD ENERGY OPPORTUNITIES FUND VANGUARD SPECIALIZED FUNDS 188,37613.6M $0.19 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 187,81613.5M $0.03 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 182,35213.2M $0.03 %0.06 %as of May 31, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 178,72313.7M $0.03 %0.06 %as of Jun 30, 2026 ↗
Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 177,27412.9M $0.18 %0.06 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 169,38412.2M $0.03 %0.05 %as of Jul 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 167,80612.1M $0.03 %0.05 %as of Jul 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 166,34612.7M $0.02 %0.05 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 166,23112.1M $0.05 %0.05 %as of May 31, 2026 ↗
JNL/JPMorgan U.S. Value Fund JNL Series Trust 164,83412.6M $0.89 %0.05 %as of Jun 30, 2026 ↗
T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, Inc. 161,44612.4M $0.07 %0.05 %as of Jun 30, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 159,75612.2M $0.10 %0.05 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value ETF SCHWAB STRATEGIC TRUST 154,11811.2M $0.07 %0.05 %as of May 31, 2026 ↗
JNL/Mellon Utilities Sector Fund JNL Series Trust 150,33411.5M $1.53 %0.05 %as of Jun 30, 2026 ↗
BRUCE FUND Bruce Fund, Inc. 150,00011.5M $3.05 %0.05 %as of Jun 30, 2026 ↗
VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II 148,49011.4M $1.58 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 147,73511.3M $0.03 %0.05 %as of Jun 30, 2026 ↗
Goldman Sachs Income Builder Fund GOLDMAN SACHS TRUST 144,93310.4M $0.37 %0.05 %as of Jul 31, 2026 ↗
Bahl & Gaynor Dividend ETF ETF Series Solutions 143,22011M $1.36 %0.05 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 141,83810.9M $0.19 %0.05 %as of Jun 30, 2026 ↗
Allspring Diversified Capital Builder Fund ALLSPRING FUNDS TRUST 140,00010.7M $0.41 %0.04 %as of Jun 30, 2026 ↗
Hennessy Gas Utility Fund Hennessy Funds Trust 135,0989.7M $1.90 %0.04 %as of Jul 31, 2026 ↗
VANGUARD ADVICE SELECT GLOBAL VALUE FUND VANGUARD WHITEHALL FUNDS 129,1129.3M $0.49 %0.04 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 123,0239.4M $0.03 %0.04 %as of Jun 30, 2026 ↗
State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 122,0079.3M $0.23 %0.04 %as of Jun 30, 2026 ↗
Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust 121,4358.7M $0.06 %0.04 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 120,3688.7M $0.06 %0.04 %as of May 31, 2026 ↗
Duff & Phelps Utility & Infrastructure Fund Inc. Duff & Phelps Utility & Infrastructure Fund Inc. 119,5008.6M $1.48 %0.04 %as of Jul 31, 2026 ↗
Victory Pioneer Equity Income Fund Victory Portfolios IV 117,9298.5M $1.05 %0.04 %as of Jul 31, 2026 ↗
Nuveen Large Cap Value Index Fund TIAA-CREF Funds 115,0048.3M $0.06 %0.04 %as of Jul 31, 2026 ↗
Carillon Eagle Growth & Income Fund Carillon Series Trust 112,7828.6M $1.72 %0.04 %as of Jun 30, 2026 ↗
Rockefeller Global Equity ETF Tidal Trust III 112,5068.1M $0.99 %0.04 %as of Jul 31, 2026 ↗
NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust 110,0758.4M $1.77 %0.04 %as of Jun 30, 2026 ↗
State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST 109,4558.4M $0.03 %0.03 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF SPDR SERIES TRUST 109,4418.4M $0.73 %0.03 %as of Jun 30, 2026 ↗
FT Energy Income Partners Enhanced Income ETF First Trust Exchange-Traded Fund VIII 108,2747.9M $0.75 %0.03 %as of May 31, 2026 ↗
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 105,5098.1M $0.23 %0.03 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust 103,7477.5M $0.06 %0.03 %as of Jul 31, 2026 ↗
Nomura Opportunity Fund Delaware Group Equity Funds IV 101,3907.8M $1.32 %0.03 %as of Jun 30, 2026 ↗
Large Cap Core Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 99,4137.6M $0.88 %0.03 %as of Jun 30, 2026 ↗
iShares MSCI ACWI ETF iShares Trust 98,9857.1M $0.02 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 98,3437.1M $0.03 %0.03 %as of Jul 31, 2026 ↗
CTIVP - Victory Sycamore Established Value Fund Columbia Funds Variable Series Trust II 97,7007.5M $1.79 %0.03 %as of Jun 30, 2026 ↗
VIP Index 500 Portfolio Variable Insurance Products Fund II 97,5217.5M $0.04 %0.03 %as of Jun 30, 2026 ↗
iShares MSCI Global Min Vol Factor ETF iShares, Inc. 96,4427M $0.21 %0.03 %as of May 31, 2026 ↗
Victory Market Neutral Income Fund Victory Portfolios II 95,9037.3M $0.22 %0.03 %as of Jun 30, 2026 ↗
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 95,7207.3M $2.99 %0.03 %as of Jun 30, 2026 ↗
Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST 93,6837.2M $2.03 %0.03 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 93,6016.7M $0.03 %0.03 %as of Jul 31, 2026 ↗
First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 91,8066.6M $0.47 %0.03 %as of Jul 31, 2026 ↗
Stock Index Fund Northern Funds 91,2067M $0.04 %0.03 %as of Jun 30, 2026 ↗
Multi-Manager Value Strategies Fund Columbia Funds Series Trust II 91,1636.6M $0.12 %0.03 %as of May 31, 2026 ↗
Nicholas Equity Income Fund, Inc. Nicholas Equity Income Fund, Inc. 90,7256.5M $1.39 %0.03 %as of Jul 31, 2026 ↗
Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust 90,3256.5M $0.03 %0.03 %as of Jul 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Mid Cap Value Fund Goldman Sachs Variable Insurance Trust 90,0716.9M $1.41 %0.03 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 90,0256.5M $0.05 %0.03 %as of Jul 31, 2026 ↗
Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust 88,2696.4M $0.03 %0.03 %as of Jul 31, 2026 ↗
JNL/Mellon S&P 500 Index Fund JNL Series Trust 88,0676.7M $0.04 %0.03 %as of Jun 30, 2026 ↗
Goldman Sachs Large Cap Equity Fund Goldman Sachs Trust 87,3786.3M $0.40 %0.03 %as of May 31, 2026 ↗
T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. 87,3436.7M $0.16 %0.03 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 85,2846.2M $0.05 %0.03 %as of May 31, 2026 ↗
Growth and Income Portfolio LORD ABBETT SERIES FUND INC 84,3706.5M $1.31 %0.03 %as of Jun 30, 2026 ↗
Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II 84,3256.5M $0.51 %0.03 %as of Jun 30, 2026 ↗
BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV 83,2036.4M $0.08 %0.03 %as of Jun 30, 2026 ↗
NYLIM Epoch U.S. Equity Yield Fund NYLIM FUNDS TRUST 83,0026M $0.50 %0.03 %as of Jul 31, 2026 ↗
iShares Russell 3000 ETF iShares Trust 82,2676.3M $0.03 %0.03 %as of Jun 30, 2026 ↗
VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II 80,8996.2M $1.58 %0.03 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 78,6366M $0.03 %0.03 %as of Jun 30, 2026 ↗
MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III 78,0256M $0.91 %0.02 %as of Jun 30, 2026 ↗
JNL Multi-Manager Mid Cap Fund JNL Series Trust 77,7755.9M $0.53 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon Equity Income Fund BNY Mellon Investment Funds III 75,8205.5M $0.23 %0.02 %as of May 31, 2026 ↗
SA JPMorgan Equity-Income Portfolio SUNAMERICA SERIES TRUST 75,3625.4M $0.70 %0.02 %as of Jul 31, 2026 ↗
WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust 75,3415.8M $0.09 %0.02 %as of Jun 30, 2026 ↗
Victory 500 Index Fund Victory Portfolios III 71,9555.2M $0.03 %0.02 %as of Jul 31, 2026 ↗
VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 70,5115.1M $0.08 %0.02 %as of May 31, 2026 ↗
Timothy Plan High Dividend Stock ETF Timothy Plan 70,4395.4M $1.54 %0.02 %as of Jun 30, 2026 ↗
GQG Partners US Quality Value Fund ADVISORS' INNER CIRCLE III 69,9245.3M $2.11 %0.02 %as of Jun 30, 2026 ↗
EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 69,2825.3M $0.04 %0.02 %as of Jun 30, 2026 ↗
U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC 68,5244.9M $0.03 %0.02 %as of Jul 31, 2026 ↗
MFS Active Value ETF MFS Active Exchange Traded Funds Trust 67,9544.9M $1.04 %0.02 %as of May 31, 2026 ↗
LVIP State Street S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 65,9385M $0.04 %0.02 %as of Jun 30, 2026 ↗
NYLIM VP Epoch U.S. Equity Yield Portfolio NYLIM VP FUNDS TRUST 65,8445M $0.53 %0.02 %as of Jun 30, 2026 ↗
JPMorgan Equity Index Fund JPMorgan Trust II 65,6405M $0.04 %0.02 %as of Jun 30, 2026 ↗
Nuveen S&P 500 Index Fund TIAA-CREF Funds 65,2614.7M $0.03 %0.02 %as of Jul 31, 2026 ↗
Innovator Equity Managed Floor ETF Innovator ETFs Trust 65,1424.7M $0.22 %0.02 %as of Jul 31, 2026 ↗
Columbia Research Enhanced Core ETF Columbia ETF Trust I 65,0474.7M $0.08 %0.02 %as of Jul 31, 2026 ↗
Victory Pioneer Disciplined Value Fund Victory Portfolios IV 63,9254.6M $1.11 %0.02 %as of May 31, 2026 ↗
LargeCap S&P 500 Index Fund Principal Funds, Inc 63,6694.6M $0.03 %0.02 %as of Jul 31, 2026 ↗
EQ/Equity 500 Index Portfolio EQ Advisors Trust 63,2114.8M $0.04 %0.02 %as of Jun 30, 2026 ↗
500 Index Trust John Hancock Variable Insurance Trust 63,0614.8M $0.04 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 62,8364.5M $0.04 %0.02 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 62,1374.5M $0.16 %0.02 %as of Jul 31, 2026 ↗
Nuveen Mid Cap Value Opportunities Fund Nuveen Investment Funds, Inc. 59,8844.3M $1.16 %0.02 %as of Jul 31, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 59,6004.3M $0.04 %0.02 %as of Jul 31, 2026 ↗
iShares Morningstar Mid-Cap Growth ETF iShares Trust 59,4674.3M $0.11 %0.02 %as of Jul 31, 2026 ↗
The Gabelli Utilities Fund Gabelli Utilities Fund 59,3734.5M $0.26 %0.02 %as of Jun 30, 2026 ↗
Nomura Climate Solutions Fund IVY FUNDS 59,0644.5M $3.56 %0.02 %as of Jun 30, 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