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
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 2,347179.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Utilities Fund Rydex Variable Trust 2,329178.2K $1.94 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 2,241161.3K $0.05 %0.00 %as of Jul 31, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 2,181166.8K $0.08 %0.00 %as of Jun 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 2,147154.6K $0.03 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 2,083159.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
SGI Global Equity Fund RBB Fund, Inc. 2,073150.4K $0.21 %0.00 %as of May 31, 2026 ↗
AST Preservation Asset Allocation Portfolio Advanced Series Trust 2,052157K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 2,051148.8K $0.06 %0.00 %as of May 31, 2026 ↗
Wilmington Global Alpha Equities Fund Wilmington Funds 2,029146.1K $0.06 %0.00 %as of Jul 31, 2026 ↗
HCM Defender 500 Index ETF NORTHERN LIGHTS FUND TRUST III 2,025154.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 1,941140.9K $0.02 %0.00 %as of May 31, 2026 ↗
The U.S. Equity Portfolio HC Capital Trust 1,937148.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Amplify AI Powered Equity ETF Amplify ETF Trust 1,929147.6K $0.12 %0.00 %as of Jun 30, 2026 ↗
SEI Enhanced Low Volatility U.S. Large Cap ETF SEI EXCHANGE TRADED FUNDS 1,881143.9K $0.06 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 1,881136.5K $0.02 %0.00 %as of May 31, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 1,848141.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS 1,827139.8K $0.08 %0.00 %as of Jun 30, 2026 ↗
Global Multi-Strategy Fund Principal Funds, Inc 1,785129.5K $0.02 %0.00 %as of May 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 1,775135.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,752126.1K $0.03 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 1,741125.3K $0.04 %0.00 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,720124.8K $0.02 %0.00 %as of May 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 1,687122.4K $0.04 %0.00 %as of May 31, 2026 ↗
iShares Core Dividend ETF iShares Trust 1,675120.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
SA Franklin Allocation Moderately Aggressive Portfolio SEASONS SERIES TRUST 1,671127.8K $0.06 %0.00 %as of Jun 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 1,625117.9K $0.02 %0.00 %as of May 31, 2026 ↗
Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust 1,613116.1K $0.26 %0.00 %as of Jul 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,600122.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,585121.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street(R) US Equity Premium Income ETF SSGA Active Trust 1,556119K $0.26 %0.00 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,491114.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 1,477106.3K $1.36 %0.00 %as of Jul 31, 2026 ↗
Putnam Dynamic Asset Allocation Equity Fund Putnam Funds Trust 1,456105.7K $0.04 %0.00 %as of May 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 1,453104.6K $0.03 %0.00 %as of Jul 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1,445110.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Multi-Asset Strategy Fund RUSSELL INVESTMENT CO 1,444104K $0.02 %0.00 %as of Jul 31, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 1,434109.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Multi-Manager Directional Alternative Strategies Fund COLUMBIA FUNDS SERIES TRUST I 1,422102.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 1,408107.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 1,358103.9K $0.03 %0.00 %as of Jun 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 1,337102.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 High Dividend Growers ETF Invesco Exchange-Traded Fund Trust II 1,29794.1K $0.85 %0.00 %as of May 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 1,25696.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 1,25495.9K $0.08 %0.00 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 1,23294.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
Meriti Ekorren Global Finserve Nordic AB 1,222903K SEK0.35 %0.00 %as of Mar 31, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 1,20087.1K $0.02 %0.00 %as of May 31, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 1,16683.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 1,15388.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 1,10079.8K $0.08 %0.00 %as of May 31, 2026 ↗
JPMorgan Fundamental Data Science Large Core ETF J.P. Morgan Exchange-Traded Fund Trust 1,09884K $0.53 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price VCP Balanced Portfolio SUNAMERICA SERIES TRUST 1,08678.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 1,08082.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,05880.9K $0.04 %0.00 %as of Jun 30, 2026 ↗
Nova Fund Rydex Series Funds 1,03779.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 1,01272.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 1,00977.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Fundamental Data Science Mid Core ETF J.P. Morgan Exchange-Traded Fund Trust 1,00777K $0.94 %0.00 %as of Jun 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 99471.6K $0.04 %0.00 %as of Jul 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 98375.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 98075K $0.13 %0.00 %as of Jun 30, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 97971K $0.05 %0.00 %as of May 31, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 97274.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 96769.6K $0.03 %0.00 %as of Jul 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 95873.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 95573.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Parametric Equity Plus ETF Morgan Stanley ETF Trust 95072.7K $0.25 %0.00 %as of Jun 30, 2026 ↗
Catholic Responsible Investments Multi-Style US Equity Fund Catholic Responsible Investments Funds 95068.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 94872.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Value Equity Index Fund GuideStone Funds 94172K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 92466.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust 91570K $0.22 %0.00 %as of Jun 30, 2026 ↗
SGI Enhanced Global Income ETF RBB Fund, Inc. 89865.2K $0.07 %0.00 %as of May 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 88067.3K $0.06 %0.00 %as of Jun 30, 2026 ↗
Invesco Income Advantage U.S. Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 82159.6K $0.03 %0.00 %as of May 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 81762.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
CYBER HORNET S&P 500 Index Funds 80661.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust 77859.5K $0.03 %0.00 %as of Jun 30, 2026 ↗
Putnam VT Global Asset Allocation Fund Putnam Variable Trust 76058.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
USCF Dividend Income Fund USCF ETF Trust 75958.1K $1.43 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 74453.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
AQR MS Fusion Fund AQR Funds 72355.3K $0.23 %0.00 %as of Jun 30, 2026 ↗
VIP Hedged Equity Portfolio Variable Insurance Products Fund VI 72055.1K $0.31 %0.00 %as of Jun 30, 2026 ↗
Impact Shares Women's Empowerment ETF Tidal Trust III 69953.5K $0.10 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Fund Rydex Series Funds 68152.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
Multi-Strategy Income Fund RUSSELL INVESTMENT CO 67648.7K $0.02 %0.00 %as of Jul 31, 2026 ↗
ULTRABULL PROFUND ProFunds 66447.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS 66348.1K $0.03 %0.00 %as of May 31, 2026 ↗
Impact Shares Naacp Minority Empowerment ETF Tidal Trust III 63448.5K $0.06 %0.00 %as of Jun 30, 2026 ↗
iShares ESG Optimized MSCI USA Min Vol Factor ETF iShares Trust 62845.2K $0.59 %0.00 %as of Jul 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 60946.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
State Street U.S. Equity V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 57844.2K $0.23 %0.00 %as of Jun 30, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 57844.2K $0.06 %0.00 %as of Jun 30, 2026 ↗
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF J.P. Morgan Exchange-Traded Fund Trust 57241.2K $0.14 %0.00 %as of Jul 31, 2026 ↗
E*TRADE No Fee Large Cap Index Fund E Trade Trust 56240.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
T. Rowe Price Hedged Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. 55342.3K $0.12 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 54741.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 53240.7K $0.14 %0.00 %as of Jun 30, 2026 ↗
AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 52139.9K $0.02 %0.00 %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