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.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| MOA ALL AMERICA FUND MoA Funds Corp | 506 | 38.7K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Symmetry Panoramic Global Equity Fund Symmetry Panoramic Trust | 500 | 36.3K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 474 | 36.3K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 473 | 34.1K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 454 | 34.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III | 435 | 31.3K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares S&P 500 Ex-Financials ETF ProShares Trust | 428 | 31.1K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| PineBridge Dynamic Asset Allocation Fund ADVISORS' INNER CIRCLE III | 425 | 30.6K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| UBS U.S. Allocation Fund UBS INVESTMENT TRUST | 414 | 30K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| ProShares S&P 500 Ex-Energy ETF ProShares Trust | 409 | 29.7K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Tactical Allocation Fund (formerly, the Tactical Growth Allocation Fund) Tactical Investment Series Trust | 400 | 30.6K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND | 385 | 29.5K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| First Trust Multi Income Allocation Portfolio First Trust Variable Insurance Trust | 369 | 28.2K $ | 0.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares S&P 500 ex S&P 100 ETF iShares Trust | 365 | 27.9K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 339 | 25.9K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AQR MS Fusion HV Fund AQR Funds | 328 | 25.1K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Persimmon Long/Short Fund NORTHERN LIGHTS FUND TRUST III | 327 | 25K $ | 0.05 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust | 316 | 24.2K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS | 313 | 22.5K $ | 0.04 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares Ultra S&P 500 Equal Weight ProShares Trust | 296 | 21.5K $ | 0.07 % | 0.00 % | as of May 31, 2026 ↗ |
| AST Quantitative Modeling Portfolio Advanced Series Trust | 290 | 22.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust | 267 | 19.2K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 247 | 18.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 240 | 17.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 240 | 17.3K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares Dynamic Short-Term Active ETF BlackRock ETF Trust | 235 | 16.9K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS | 224 | 16.1K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| ProShares S&P 500 Ex-Health Care ETF ProShares Trust | 208 | 15.1K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| Nova Fund Rydex Variable Trust | 199 | 15.2K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 199 | 15.2K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| UBS GLOBAL ALLOCATION FUND UBS FUNDS | 197 | 15.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST | 197 | 15.1K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Tax-Aware Overlay B Portfolio BERNSTEIN SANFORD C FUND INC | 194 | 14.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP BULL ProFunds | 185 | 14.2K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP LARGE CAP VALUE ProFunds | 181 | 13.8K $ | 0.08 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares S&P 500 3% Capped ETF iShares Trust | 177 | 13.5K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| NEOS S&P 500(R) Hedged Equity Income ETF NEOS ETF Trust | 174 | 13.3K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 167 | 12.8K $ | 0.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 155 | 11.9K $ | 0.29 % | 0.00 % | as of Jun 30, 2026 ↗ |
| BULL PROFUND ProFunds | 146 | 10.5K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 129 | 9.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Lazard Real Assets Portfolio LAZARD FUNDS INC | 111 | 8.5K $ | 0.13 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRABULL ProFunds | 78 | 6K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 75 | 5.7K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Xtrackers S&P 500 Diversified Sector Weight ETF DBX ETF Trust | 69 | 5K $ | 0.07 % | 0.00 % | as of May 31, 2026 ↗ |
| NPF Core Equity ETF Elevation Series Trust | 65 | 4.7K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Pacer S&P 500 Quality FCF High Dividend ETF Pacer Funds Trust | 63 | 4.5K $ | 0.83 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AB US Equity ETF AB Active ETFs, Inc. | 57 | 4.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| MOA CATHOLIC VALUES INDEX FUND MoA Funds Corp | 56 | 4.3K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LARGE-CAP VALUE PROFUND ProFunds | 54 | 3.9K $ | 0.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| AQR CVX Fusion Fund AQR Funds | 52 | 4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 41 | 3K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 Christian Values ETF GLOBAL X FUNDS | 38 | 2.7K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Cyber Hornet S&P 500 and Bitcoin 75/25 Strategy ETF Cyber Hornet Trust | 27 | 2.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Vox Populi ETF Advisors Series Trust | 27 | 1.9K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 21 | 1.5K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| Global X S&P 500 Tail Risk ETF GLOBAL X FUNDS | 21 | 1.5K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 21 | 1.5K $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| Global X S&P 500 Collar 95-110 ETF GLOBAL X FUNDS | 17 | 1.2K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Global X S&P 500 U.S. Revenue Leaders ETF GLOBAL X FUNDS | 16 | 1.2K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Gotham Enhanced S&P 500 Index Fund FundVantage Trust | 14 | 1.1K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ProShares S&P 500 Dynamic Buffer ETF ProShares Trust | 7 | 508 $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| Cyber Hornet S&P 500 & Solana 75/25 Strategy ETF Cyber Hornet Trust | 6 | 459 $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust | 2 | 153 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| Cyber Hornet S&P 500 & Ethereum 75/25 Strategy ETF Cyber Hornet Trust | 2 | 153 $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Cyber Hornet S&P 500 & XRP 75/25 Strategy ETF Cyber Hornet Trust | 2 | 153 $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust | 1 | 76.5 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| BINDEX USA INDICE, FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 425K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| ING DIRECT FONDO NARANJA STANDARD & POOR´S 500, FI AMUNDI IBERIA, SGIIC, S.A. | 373.6K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. | 222.7K € | 0.07 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 25, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 164.4K € | 0.02 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 50, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 121.2K € | 0.05 % | as of Dec 31, 2025 ↗ | ||
| BBVA BOLSA INDICE USA (CUBIERTO), FI BBVA ASSET MANAGEMENT, S.A., SGIIC | 91K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 70, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 47.2K € | 0.07 % | as of Dec 31, 2025 ↗ | ||
| SABADELL PLANIFICACION, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 44.7K € | 0.02 % | as of Dec 31, 2025 ↗ |
Funds that publish their own holdings
| Fund | Weight 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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 664 | -16 | 137,091,812 | +3.9 % |
| 2026Q2 | 680 | +45 | 131,908,265 | +5.4 % |
| 2026Q1 | 635 | -26 | 125,184,582 | -2.2 % |
| 2025Q4 | 661 | -4 | 127,967,066 | -1.1 % |
| 2025Q3 | 665 | -32 | 129,380,841 | +0.2 % |
| 2025Q2 | 697 | +60 | 129,124,321 | +6.9 % |
| 2025Q1 | 637 | -45 | 120,773,972 | -4.6 % |
| 2024Q4 | 682 | +22 | 126,649,854 | +3.9 % |
| 2024Q3 | 660 | +7 | 121,866,247 | -4.3 % |
| 2024Q2 | 653 | +24 | 127,362,720 | +5.9 % |
| 2024Q1 | 629 | -11 | 120,315,872 | -3.3 % |
| 2023Q4 | 640 | 124,361,801 |
Institutional managers
783 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 33,563,574 | 2.6B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 18,099,033 | 1.4B $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 15,839,684 | 1.2B $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 8,528,153 | 659.2M $ | as of Mar 31, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,135,227 | 631.1M $ | as of Mar 31, 2026 |
| DEUTSCHE BANK AG\ | 7,745,314 | 600.9M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 7,645,197 | 593.1M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7,630,373 | 614.3M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 6,839,262 | 530.6M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 6,655,944 | 516.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 5,422,074 | 420.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 4,930,577 | 382.7M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 4,778,533 | 370.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 4,713,999 | 365.7M $ | as of Mar 31, 2026 |
| GQG Partners LLC | 4,412,573 | 342.3M $ | as of Mar 31, 2026 |
| Pictet Asset Management Holding SA | 4,166,815 | 323.3M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 3,668,532 | 284.6M $ | as of Mar 31, 2026 |
| LORD, ABBETT & CO. LLC | 3,308,716 | 256.7K $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,108,854 | 241.2M $ | as of Mar 31, 2026 |
| FIL Ltd | 3,036,193 | 235.5M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 2,995,363 | 232.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 2,725,167 | 211.4M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 2,595,975 | 201.4K $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 2,584,329 | 200.5M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,534,689 | 196.6M $ | 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.
Cite this page
Titelia. "Fund shareholders of CMS Energy Corp". https://titelia.com/en/stocks/cms-energy-corp-US1258961002