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
Invesco S&P 500 Equal Weight Income Advantage ETF Invesco Actively Managed Exchange-Traded Fund Trust 19,9151.4M $0.14 %0.01 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 19,8441.4M $0.00 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 19,8171.4M $0.03 %0.01 %as of Jul 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 19,5521.5M $0.04 %0.01 %as of Jun 30, 2026 ↗
VOYA MULTI-MANAGER MID CAP VALUE FUND Voya Equity Trust 19,2441.4M $1.26 %0.01 %as of May 31, 2026 ↗
Penn Series Large Cap Growth Fund Penn Series Funds Inc 18,9471.4M $2.17 %0.01 %as of Jun 30, 2026 ↗
Rockefeller Climate Solutions Fund Trust for Professional Managers 18,8621.4M $1.88 %0.01 %as of May 31, 2026 ↗
Global Atlantic Wellington Research Managed Risk Portfolio Forethought Variable Insurance Trust 18,3481.4M $0.54 %0.01 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 18,0601.4M $0.09 %0.01 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Growth Fund Putnam Asset Allocation Funds 17,8811.4M $0.03 %0.01 %as of Jun 30, 2026 ↗
FT Energy Income Partners Strategy ETF First Trust Exchange-Traded Fund IV 17,6091.3M $0.23 %0.01 %as of Jul 31, 2026 ↗
WisdomTree U.S. AI Enhanced Value Fund WisdomTree Trust 17,4941.3M $0.32 %0.01 %as of Jun 30, 2026 ↗
Schwab S&P 500 Index Portfolio SCHWAB ANNUITY PORTFOLIOS 17,4041.3M $0.04 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 17,2671.3M $0.52 %0.01 %as of Jun 30, 2026 ↗
EQ/Large Cap Value Managed Volatility Portfolio EQ Advisors Trust 16,8001.3M $0.03 %0.01 %as of Jun 30, 2026 ↗
VANGUARD U.S. MINIMUM VOLATILITY ETF VANGUARD WELLINGTON FUND 16,6761.2M $0.28 %0.01 %as of May 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 16,6361.3M $0.08 %0.01 %as of Jun 30, 2026 ↗
Neuberger Core Equity ETF Neuberger Berman ETF Trust 16,4051.2M $0.13 %0.01 %as of May 31, 2026 ↗
MFG Core Infrastructure Fund MFG Funds, Inc. 16,2411.2M $0.83 %0.01 %as of Jun 30, 2026 ↗
AGF U.S. Market Neutral Anti-Beta Fund AGF Investments Trust 16,1921.2M $0.44 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 15,9061.2M $0.07 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 15,9041.2M $0.24 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Mid Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 15,8831.2M $0.17 %0.01 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call ETF GLOBAL X FUNDS 15,8191.1M $0.04 %0.01 %as of Jul 31, 2026 ↗
BlackRock S&P 500 Index V.I. Fund BlackRock Variable Series Funds, Inc. 15,6281.2M $0.04 %0.00 %as of Jun 30, 2026 ↗
Hartford Alpha Capture Value ETF Hartford Funds Exchange-Traded Trust 15,5941.1M $0.62 %0.00 %as of Jul 31, 2026 ↗
Pacer Trendpilot US Large Cap ETF Pacer Funds Trust 15,5221.1M $0.03 %0.00 %as of Jul 31, 2026 ↗
SA Large Cap Index Portfolio SUNAMERICA SERIES TRUST 15,0781.1M $0.03 %0.00 %as of Jul 31, 2026 ↗
Goldman Sachs MarketBeta U.S. Equity ETF Goldman Sachs ETF Trust 14,8311.1M $0.03 %0.00 %as of May 31, 2026 ↗
BNY Mellon Stock Index Fund, Inc. BNY MELLON STOCK INDEX FUND, INC. 14,6431.1M $0.03 %0.00 %as of Jun 30, 2026 ↗
EIP Growth and Income Fund EIP Investment Trust 14,5561M $1.17 %0.00 %as of Jul 31, 2026 ↗
Columbia Large Cap Index Fund COLUMBIA FUNDS SERIES TRUST 14,3651M $0.03 %0.00 %as of May 31, 2026 ↗
World Selection Index Fund Northern Funds 14,3251.1M $0.05 %0.00 %as of Jun 30, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 14,2431M $0.12 %0.00 %as of May 31, 2026 ↗
Putnam Dynamic Asset Allocation Balanced Fund Putnam Asset Allocation Funds 14,1191.1M $0.03 %0.00 %as of Jun 30, 2026 ↗
VOYA U.S. STOCK INDEX PORTFOLIO Voya Investors Trust 13,9821.1M $0.04 %0.00 %as of Jun 30, 2026 ↗
Global Infrastructure Fund RUSSELL INVESTMENT CO 13,448968.1K $0.16 %0.00 %as of Jul 31, 2026 ↗
abrdn Global Infrastructure Fund abrdn Funds 13,300957.5K $2.04 %0.00 %as of Jul 31, 2026 ↗
Parametric Volatility Risk Premium - Defensive Fund Eaton Vance Mutual Funds Trust 13,298957.3K $0.07 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Low Volatility Focus ETF SPDR SERIES TRUST 13,2691M $0.30 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF SPDR SERIES TRUST 13,2581M $0.04 %0.00 %as of Jun 30, 2026 ↗
Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) 13,0841M $0.20 %0.00 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 13,052939.6K $0.03 %0.00 %as of Jul 31, 2026 ↗
ALPS Equal Sector Weight ETF ALPS ETF TRUST 13,050947K $0.07 %0.00 %as of May 31, 2026 ↗
Victory Pioneer Equity Income VCT Portfolio Victory Variable Insurance Funds II 13,015995.6K $1.37 %0.00 %as of Jun 30, 2026 ↗
BNY Mellon S&P 500 Index Fund BNY MELLON INDEX FUNDS, INC. 12,922930.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 12,743974.8K $0.11 %0.00 %as of Jun 30, 2026 ↗
abrdn Dynamic Dividend Fund abrdn Funds 12,500899.9K $0.90 %0.00 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Large Cap Index Fund Columbia Funds Variable Series Trust II 12,457953K $0.04 %0.00 %as of Jun 30, 2026 ↗
AZL S&P 500 Index Fund Allianz Variable Insurance Products Trust 12,387947.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 Value with Momentum ETF Invesco Exchange-Traded Fund Trust 12,233880.7K $0.68 %0.00 %as of Jul 31, 2026 ↗
ICON UTILITIES AND INCOME FUND SCM Trust 12,200933.3K $3.96 %0.00 %as of Jun 30, 2026 ↗
MFS Global Growth Portfolio MFS VARIABLE INSURANCE TRUST II 12,175931.4K $1.98 %0.00 %as of Jun 30, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 12,034920.6K $0.08 %0.00 %as of Jun 30, 2026 ↗
ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust 11,983916.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Large Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 11,867861.2K $0.02 %0.00 %as of May 31, 2026 ↗
ProShares UltraPro S&P500 ProShares Trust 11,780854.9K $0.02 %0.00 %as of May 31, 2026 ↗
Gateway Equity Call Premium Fund Gateway Trust 11,728897.2K $0.27 %0.00 %as of Jun 30, 2026 ↗
LargeCap S&P 500 Index Account Principal Variable Contract Funds, Inc 11,644890.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 11,385871K $0.04 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Growth ETF iShares Trust 11,031794.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
iShares MSCI USA Size Factor ETF iShares Trust 10,983790.7K $0.18 %0.00 %as of Jul 31, 2026 ↗
VictoryShares WestEnd US Sector ETF Victory Portfolios II 10,868831.4K $0.08 %0.00 %as of Jun 30, 2026 ↗
NVIT BNY Mellon Dynamic U.S. Core Fund Nationwide Variable Insurance Trust 10,801826.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS 10,718819.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
ETC 6 Meridian Low Beta Equity Strategy ETF EXCHANGE TRADED CONCEPTS TRUST 10,567766.8K $0.41 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 10,192739.6K $0.03 %0.00 %as of May 31, 2026 ↗
JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust 10,188779.4K $0.74 %0.00 %as of Jun 30, 2026 ↗
NYLIM S&P 500 Index Fund NYLIM FUNDS TRUST 10,145730.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
iShares ESG MSCI USA Leaders ETF iShares Trust 10,103733.2K $0.06 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,091772K $0.04 %0.00 %as of Jun 30, 2026 ↗
State Street Institutional U.S. Equity Fund STATE STREET INSTITUTIONAL FUNDS 9,817751K $0.23 %0.00 %as of Jun 30, 2026 ↗
Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO 9,773747.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Clearwater Core Equity Fund Clearwater Investment Trust 9,698741.9K $0.05 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 9,655738.6K $0.37 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST 9,475682.1K $0.06 %0.00 %as of Jul 31, 2026 ↗
EQ/Large Cap Value Index Portfolio EQ Advisors Trust 9,327713.5K $0.07 %0.00 %as of Jun 30, 2026 ↗
Nomura Global Listed Real Assets Fund Delaware Pooled Trust 9,298669.4K $0.67 %0.00 %as of Jul 31, 2026 ↗
VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLESLEY INCOME FUND 9,236706.6K $0.95 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 9,196667.4K $0.16 %0.00 %as of May 31, 2026 ↗
Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust 9,090695.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 8,990687.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
First Trust EIP Power Solutions ETF First Trust Exchange-Traded Fund IV 8,982646.6K $2.18 %0.00 %as of Jul 31, 2026 ↗
SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 8,942648.9K $0.03 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Clean Energy Income Fund GOLDMAN SACHS TRUST 8,904646.2K $1.46 %0.00 %as of May 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 8,793633K $0.08 %0.00 %as of Jul 31, 2026 ↗
First Trust Horizon Managed Volatility Domestic ETF First Trust Exchange-Traded Fund III 8,622620.7K $0.84 %0.00 %as of Jul 31, 2026 ↗
State Street S&P 500 Index Fund SSGA FUNDS 8,501616.9K $0.04 %0.00 %as of May 31, 2026 ↗
Nationwide S&P 500 Index Fund Nationwide Mutual Funds 8,439607.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 8,426611.5K $0.04 %0.00 %as of May 31, 2026 ↗
Lysa Global Equity Broad Lysa Fonder AB 8,3306.2M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 8,304602.6K $0.05 %0.00 %as of May 31, 2026 ↗
PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND 8,269632.6K $0.06 %0.00 %as of Jun 30, 2026 ↗
SFT Index 500 Fund Securian Funds Trust 8,157624K $0.04 %0.00 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 7,959577.6K $0.04 %0.00 %as of May 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 7,846600.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST 7,816597.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS 7,816567.2K $0.07 %0.00 %as of May 31, 2026 ↗
Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC 7,793596.2K $0.17 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Value ETF iShares Trust 7,661551.5K $0.04 %0.00 %as of Jul 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
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Titelia. "Fund shareholders of CMS Energy Corp". https://titelia.com/en/stocks/cms-energy-corp-US1258961002