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
SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST 7,638554.3K $0.03 %0.00 %as of May 31, 2026 ↗
Parnassus Value Select ETF Parnassus Funds II 7,566578.8K $2.29 %0.00 %as of Jun 30, 2026 ↗
Xtrackers Russell US Multifactor ETF DBX ETF Trust 7,556548.3K $0.20 %0.00 %as of May 29, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 7,555578K $0.03 %0.00 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 7,450536.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST 7,440535.6K $0.08 %0.00 %as of Jul 31, 2026 ↗
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust 7,412533.6K $0.03 %0.00 %as of Jul 31, 2026 ↗
PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund 7,300558.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Allspring Index Fund ALLSPRING FUNDS TRUST 7,230553.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 7,176516.6K $0.02 %0.00 %as of Jul 31, 2026 ↗
NYLIM VP CBRE Global Infrastructure Portfolio NYLIM VP FUNDS TRUST 7,144546.5K $1.13 %0.00 %as of Jun 30, 2026 ↗
JPMorgan NASDAQ Equity Premium Yield ETF J.P. Morgan Exchange-Traded Fund Trust 6,998535.3K $0.14 %0.00 %as of Jun 30, 2026 ↗
Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds 6,954500.6K $0.03 %0.00 %as of Jul 31, 2026 ↗
PD Mid-Cap Index Portfolio PACIFIC SELECT FUND 6,882526.5K $0.17 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP UTILITIES ProFunds 6,827522.3K $1.62 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Value ETF Columbia ETF Trust I 6,792489K $0.15 %0.00 %as of Jul 31, 2026 ↗
Horizon Defensive Core Fund Horizon Funds 6,785492.4K $0.09 %0.00 %as of May 31, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 6,728514.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily Utilities Bull 3X Shares Direxion Shares ETF Trust 6,554471.8K $1.25 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Equity and Options Total Return ETF J.P. Morgan Exchange-Traded Fund Trust 6,488467.1K $0.48 %0.00 %as of Jul 31, 2026 ↗
iShares ESG Aware MSCI USA Value ETF iShares Trust 6,450468.1K $0.14 %0.00 %as of May 31, 2026 ↗
Bridge Builder Large Cap Value Fund Bridge Builder Trust 6,320483.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS 6,275451.7K $0.03 %0.00 %as of Jul 31, 2026 ↗
BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. 6,220447.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
Invesco RAFI Strategic US ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,178448.3K $0.05 %0.00 %as of May 31, 2026 ↗
PGIM Jennison Focused Mid-Cap ETF PGIM ETF Trust 6,148446.2K $2.68 %0.00 %as of May 29, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 6,003459.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 5,999431.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 5,948431.6K $0.10 %0.00 %as of May 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 5,853447.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
Utilities Fund Rydex Series Funds 5,802443.9K $1.93 %0.00 %as of Jun 30, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 5,710436.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc 5,707436.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Eaton Vance Global Equity Income Fund Eaton Vance Mutual Funds Trust 5,641406.1K $0.05 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,545399.2K $0.24 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Balanced Fund, Inc. T. Rowe Price Balanced Fund, Inc. 5,488419.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 5,448416.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 5,216375.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 High Income ETF ProShares Trust 5,206377.8K $0.03 %0.00 %as of May 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 5,199397.7K $0.05 %0.00 %as of Jun 30, 2026 ↗
SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST 5,151394.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 5,086389.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 5,082388.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust 5,081368.7K $0.06 %0.00 %as of May 29, 2026 ↗
JPMorgan U.S. Research Enhanced Large Cap ETF J.P. Morgan Exchange-Traded Fund Trust 5,064387.4K $0.09 %0.00 %as of Jun 30, 2026 ↗
Horizon Defined Risk Fund Horizon Funds 5,048366.3K $0.03 %0.00 %as of May 31, 2026 ↗
Parametric Hedged Equity ETF Morgan Stanley ETF Trust 5,028384.6K $0.27 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 4,894355.2K $0.05 %0.00 %as of May 31, 2026 ↗
Innovator Equity Managed 100 Buffer ETF Innovator ETFs Trust 4,862350K $0.25 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 4,844370.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
First Trust Alerian U.S. NextGen Infrastructure ETF First Trust Exchange-Traded Fund II 4,813368.2K $0.91 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 4,684358.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST 4,680339.6K $3.02 %0.00 %as of May 31, 2026 ↗
Carillon Chartwell Mid Cap Value Fund Carillon Series Trust 4,645355.3K $1.87 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Strategic Factor Allocation Fund GOLDMAN SACHS TRUST 4,642336.9K $0.01 %0.00 %as of May 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 4,636354.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
EQ/Large Cap Core Managed Volatility Portfolio EQ Advisors Trust 4,601352K $0.02 %0.00 %as of Jun 30, 2026 ↗
Inspire Global Hope ETF Northern Lights Fund Trust IV 4,536329.2K $0.21 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,422338.3K $0.05 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 4,376334.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
Trillium ESG Small/Mid Cap Fund Perpetual Americas Funds Trust 4,376334.8K $1.00 %0.00 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Index Fund Prudential Investment Portfolios 8 4,300329K $0.04 %0.00 %as of Jun 30, 2026 ↗
DWS Equity 500 Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,298328.8K $0.04 %0.00 %as of Jun 30, 2026 ↗
Penn Series Index 500 Fund Penn Series Funds Inc 4,288328K $0.03 %0.00 %as of Jun 30, 2026 ↗
Large Capital Growth Fund VALIC Co I 4,226306.7K $0.04 %0.00 %as of May 31, 2026 ↗
Column Mid Cap Fund Trust for Professional Managers 4,159301.8K $0.03 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 4,154317.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Franklin S&P 500 Index Fund Legg Mason Partners Investment Trust 3,996305.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Global High Dividend Fund WisdomTree Trust 3,814291.8K $0.21 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE CORE FUND New Age Alpha Funds Trust 3,781289.2K $0.10 %0.00 %as of Jun 30, 2026 ↗
NAA LARGE CORE SERIES New Age Alpha Variable Funds Trust 3,761287.7K $0.10 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 3,587260.3K $0.06 %0.00 %as of May 31, 2026 ↗
Allspring Index Asset Allocation Fund ALLSPRING FUNDS TRUST 3,556272K $0.02 %0.00 %as of Jun 30, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 3,518269.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Dividend Growth ETF T. Rowe Price Exchange-Traded Funds, Inc. 3,298252.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 3,278237.9K $0.03 %0.00 %as of May 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 3,199244.7K $0.24 %0.00 %as of Jun 30, 2026 ↗
Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,198232.1K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Utilities ProShares Trust 3,186231.2K $1.20 %0.00 %as of May 31, 2026 ↗
Dimensional US Large Cap Core Equity Market ETF Dimensional ETF Trust 3,156227.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 3,071234.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 3,024231.3K $0.06 %0.00 %as of Jun 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 2,992228.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
Longboard Fund NORTHERN LIGHTS FUND TRUST II 2,982216.4K $0.20 %0.00 %as of May 31, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 2,940224.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 2,929224.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 2,929212.6K $0.03 %0.00 %as of May 29, 2026 ↗
Nomura Global Listed Infrastructure ETF Nomura ETF Trust 2,923223.6K $3.03 %0.00 %as of Jun 30, 2026 ↗
Putnam Dynamic Asset Allocation Conservative Fund Putnam Asset Allocation Funds 2,882220.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Abraham Fortress Fund INVESTMENT MANAGERS SERIES TRUST II 2,858218.6K $0.22 %0.00 %as of Jun 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 2,816215.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Harbor Active Small Cap ETF Harbor ETF Trust 2,779200.1K $1.43 %0.00 %as of Jul 31, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 2,675192.6K $1.04 %0.00 %as of Jul 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 2,650190.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 2,634201.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 2,629190.8K $0.02 %0.00 %as of May 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 2,569196.5K $0.07 %0.00 %as of Jun 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,520182.9K $0.02 %0.00 %as of May 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 2,468188.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares U.S. Carbon Transition Readiness Aware Active ETF BlackRock ETF Trust 2,397172.6K $0.01 %0.00 %as of Jul 31, 2026 ↗

Download this table: CSV, JSON

Report an error

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