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
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 57,6684.4M $0.21 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 57,6574.4M $0.03 %0.02 %as of Jun 30, 2026 ↗
Fidelity Mid Cap Value Index Fund Fidelity Salem Street Trust 57,4474.4M $0.23 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Mid-Cap Index Fund BlackRock Funds 57,0664.1M $0.16 %0.02 %as of Jul 31, 2026 ↗
First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 55,2574M $0.25 %0.02 %as of Jul 31, 2026 ↗
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 52,7653.8M $0.03 %0.02 %as of May 31, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 52,7274M $1.35 %0.02 %as of Jun 30, 2026 ↗
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 52,7003.8M $0.06 %0.02 %as of Jul 31, 2026 ↗
Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC 52,3504M $1.56 %0.02 %as of Jun 30, 2026 ↗
PSF Stock Index Portfolio Prudential Series Fund 51,9004M $0.04 %0.02 %as of Jun 30, 2026 ↗
LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 51,8004M $0.79 %0.02 %as of Jun 30, 2026 ↗
Invesco V.I. Diversified Dividend Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 51,5183.9M $0.87 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Equity Income Fund Goldman Sachs Trust 50,9103.7M $0.83 %0.02 %as of May 31, 2026 ↗
Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II 50,1013.6M $0.04 %0.02 %as of May 31, 2026 ↗
NEOS S&P 500(R) High Income ETF NEOS ETF Trust 49,5963.8M $0.04 %0.02 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 49,1393.6M $0.03 %0.02 %as of May 31, 2026 ↗
Empower S&P 500 Index Fund EMPOWER FUNDS, INC. 48,8313.7M $0.04 %0.02 %as of Jun 30, 2026 ↗
NVIT J.P. Morgan Equity and Options Total Return Fund Nationwide Variable Insurance Trust 48,6473.7M $0.53 %0.02 %as of Jun 30, 2026 ↗
LVIP JPMorgan Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 48,5443.7M $1.22 %0.02 %as of Jun 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 47,4423.4M $0.06 %0.02 %as of Jul 31, 2026 ↗
iShares U.S. Power Infrastructure ETF iShares, Inc. 47,2653.6M $0.86 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 46,9303.4M $0.19 %0.01 %as of May 31, 2026 ↗
MetLife Stock Index Portfolio Brighthouse Funds Trust II 45,8593.5M $0.04 %0.01 %as of Jun 30, 2026 ↗
BNY Mellon Global Real Return Fund BNY Mellon Advantage Funds, Inc. 44,9443.2M $0.38 %0.01 %as of Jul 31, 2026 ↗
iShares Global Utilities ETF iShares Trust 43,4713.3M $1.03 %0.01 %as of Jun 30, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 42,7433.3M $0.11 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 42,5983.1M $0.03 %0.01 %as of May 31, 2026 ↗
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 42,5193.1M $0.03 %0.01 %as of Jul 31, 2026 ↗
Diversified Real Assets Fund John Hancock Investment Trust 40,6223.1M $0.33 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI USA Equal Weighted ETF iShares, Inc. 40,4032.9M $0.17 %0.01 %as of May 31, 2026 ↗
Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 39,2283M $0.04 %0.01 %as of Jun 30, 2026 ↗
AST Balanced Asset Allocation Portfolio Advanced Series Trust 39,1203M $0.01 %0.01 %as of Jun 30, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 39,0753M $0.18 %0.01 %as of Jun 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 38,8663M $0.09 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price U.S. Equity Research ETF T. Rowe Price Exchange-Traded Funds, Inc. 38,1222.9M $0.07 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Yield Focus ETF SPDR SERIES TRUST 38,0342.9M $0.40 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 38,0002.9M $0.03 %0.01 %as of Jun 30, 2026 ↗
Global Listed Infrastructure Fund Principal Funds, Inc 37,7552.7M $2.46 %0.01 %as of May 31, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 37,2202.8M $0.04 %0.01 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO 37,1782.7M $0.02 %0.01 %as of Jul 31, 2026 ↗
Calvert Global Water Fund Calvert Impact Fund, Inc. 37,1292.8M $0.50 %0.01 %as of Jun 30, 2026 ↗
EQ/Goldman Sachs Mid Cap Value Portfolio EQ Advisors Trust 36,6282.8M $1.41 %0.01 %as of Jun 30, 2026 ↗
Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC 35,8802.7M $1.29 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap ETF iShares Trust 35,4052.5M $0.15 %0.01 %as of Jul 31, 2026 ↗
VANGUARD GLOBAL MINIMUM VOLATILITY FUND VANGUARD WHITEHALL FUNDS 35,2732.5M $0.13 %0.01 %as of Jul 31, 2026 ↗
EQ/500 Managed Volatility Portfolio EQ Advisors Trust 35,2132.7M $0.03 %0.01 %as of Jun 30, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 35,0002.7M $0.14 %0.01 %as of Jun 30, 2026 ↗
Multi-Manager Global Listed Infrastructure Fund Northern Funds 33,8762.6M $0.26 %0.01 %as of Jun 30, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 33,3952.4M $0.31 %0.01 %as of Jul 31, 2026 ↗
Stock Index Fund VALIC Co I 33,1292.4M $0.03 %0.01 %as of May 31, 2026 ↗
Equity Index Portfolio PACIFIC SELECT FUND 31,8162.4M $0.04 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Mid-Cap Value ETF iShares Trust 31,4362.3M $0.20 %0.01 %as of Jul 31, 2026 ↗
Inspire 100 ETF Northern Lights Fund Trust IV 31,1712.3M $0.49 %0.01 %as of May 31, 2026 ↗
Destinations Real Assets Fund Brinker Capital Destinations Trust 31,1252.3M $0.57 %0.01 %as of May 31, 2026 ↗
NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST 30,6502.3M $0.04 %0.01 %as of Jun 30, 2026 ↗
Destinations Equity Income Fund Brinker Capital Destinations Trust 30,6402.2M $0.45 %0.01 %as of May 31, 2026 ↗
VY(R) JPMORGAN MID CAP VALUE PORTFOLIO Voya Partners Inc 30,3662.3M $1.23 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs S&P 500 Premium Income ETF Goldman Sachs ETF Trust 30,2972.3M $0.05 %0.01 %as of Jun 30, 2026 ↗
SGI U.S. Large Cap Equity Fund RBB Fund, Inc. 30,1732.2M $1.15 %0.01 %as of May 31, 2026 ↗
NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust 29,7942.3M $0.04 %0.01 %as of Jun 30, 2026 ↗
MOA EQUITY INDEX FUND MoA Funds Corp 28,2572.2M $0.04 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World ETF iShares, Inc. 27,0372M $0.02 %0.01 %as of May 31, 2026 ↗
Timothy Plan US Large/Mid Cap Core ETF Timothy Plan 26,7382M $0.67 %0.01 %as of Jun 30, 2026 ↗
AST Aggressive Asset Allocation Portfolio Advanced Series Trust 26,3112M $0.02 %0.01 %as of Jun 30, 2026 ↗
ProShares Ultra S&P500 ProShares Trust 25,9841.9M $0.02 %0.01 %as of May 31, 2026 ↗
VictoryShares US 500 Volatility Wtd ETF Victory Portfolios II 25,8092M $0.37 %0.01 %as of Jun 30, 2026 ↗
U.S. Sector Rotation Fund John Hancock Funds II 25,7261.9M $0.04 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,3721.8M $0.03 %0.01 %as of May 31, 2026 ↗
BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust 25,3601.8M $0.03 %0.01 %as of Jul 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 25,1021.9M $0.12 %0.01 %as of Jun 30, 2026 ↗
Capital Income Builder AMERICAN FUNDS INSURANCE SERIES 25,0911.9M $0.11 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 24,8971.8M $0.03 %0.01 %as of May 31, 2026 ↗
Guardian Global Utilities VIP Fund Guardian Variable Products Trust 24,5401.9M $4.83 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 24,4851.8M $0.05 %0.01 %as of Jul 31, 2026 ↗
EQUITY INDEX FUND GuideStone Funds 24,4171.9M $0.03 %0.01 %as of Jun 30, 2026 ↗
Venerable Mid Cap Index Fund Venerable Variable Insurance Trust 24,3561.9M $0.17 %0.01 %as of Jun 30, 2026 ↗
Invesco V.I. Main Street Mid Cap Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 24,2841.9M $1.13 %0.01 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 3X Shares Direxion Shares ETF Trust 24,1501.7M $0.03 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Multi-Manager Real Assets Strategy Fund Goldman Sachs Trust II 23,8891.7M $0.11 %0.01 %as of Jul 31, 2026 ↗
Hilton Small-MidCap Opportunity ETF Tidal Trust II 23,7651.7M $1.20 %0.01 %as of Jul 31, 2026 ↗
U.S. Large Cap Equity Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 23,7631.7M $0.06 %0.01 %as of Jul 31, 2026 ↗
SPIRIT OF AMERICA UTILITIES FUND Spirit of America Investment Fund, Inc. 23,7501.8M $3.15 %0.01 %as of Jun 30, 2026 ↗
FULLERTHALER BEHAVIORAL MID-CAP VALUE Capitol Series Trust 23,3051.8M $0.53 %0.01 %as of Jun 30, 2026 ↗
Dividend Growth Portfolio LORD ABBETT SERIES FUND INC 23,1071.8M $0.88 %0.01 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Equity Index Fund Catholic Responsible Investments Funds 22,4371.6M $0.04 %0.01 %as of Jul 31, 2026 ↗
Invesco S&P 500 Index Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 22,3811.6M $0.03 %0.01 %as of May 31, 2026 ↗
Cohen & Steers Real Assets Fund, Inc. Cohen & Steers Real Assets Fund, Inc. 22,1221.7M $0.09 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Enhanced U.S. Equity ETF Goldman Sachs ETF Trust 22,0141.6M $0.45 %0.01 %as of May 31, 2026 ↗
Venerable Large Cap Index Fund Venerable Variable Insurance Trust 21,8891.7M $0.04 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Global Infrastructure Fund Goldman Sachs Trust 21,7481.7M $1.25 %0.01 %as of Jun 30, 2026 ↗
ALPS Electrification Infrastructure ETF ALPS ETF TRUST 21,7111.6M $0.78 %0.01 %as of May 31, 2026 ↗
Invesco Dorsey Wright Utilities Momentum ETF Invesco Exchange-Traded Fund Trust 21,5411.6M $2.84 %0.01 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 21,3901.6M $0.01 %0.01 %as of Jun 30, 2026 ↗
SIIT S&P 500 INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 21,1751.5M $0.03 %0.01 %as of May 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 20,9041.6M $0.03 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series S Portfolio Voya Investors Trust 20,8221.6M $0.04 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II 20,7741.5M $0.19 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Capital Appreciation Premium Income ETF T. Rowe Price Exchange-Traded Funds, Inc. 20,3461.6M $0.56 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Series MCV Fund Voya Equity Trust 20,1821.5M $1.26 %0.01 %as of May 31, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 19,9521.5M $0.37 %0.01 %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