← Every company
Funds Holding CMS Energy Corp
Every registered fund lists what it holds each quarter. These are the ones reporting a position in CMS Energy Corp, ordered by how much of each fund the position represents rather than by its size.
Institutional holders of CMS →Funds holding
182
as of 2026-07-31
Reported value
$2.6B
summed across funds
Fund families
83
named trusts
Largest conviction
3.61%
of a single fund
Largest share of a fund
A small position that is a large part of its fund says more than a large one that is a rounding error.
| Fund | Of the fund |
|---|---|
| Virtus Reaves Utilities ETFETFis Series Trust I658.4K sh$47.4M | 3.61% |
| Invesco S&P 500 Equal Weight Utilities ETFInvesco Exchange-Traded Fund Trust234.1K sh$16.8M | 3.13% |
| Infrastructure FundJohn Hancock Investment Trust593.8K sh$42.7M | 3.12% |
| Invesco Dorsey Wright Utilities Momentum ETFInvesco Exchange-Traded Fund Trust21.5K sh$1.6M | 2.84% |
| DNP Select Income Fund IncDNP Select Income Fund Inc1.3M sh$96M | 2.59% |
| Reaves Utility Income FundReaves Utility Income Fund1.2M sh$88.1M | 2.50% |
| First Trust Utilities AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund276.3K sh$19.9M | 2.39% |
| First Trust EIP Power Solutions ETFFirst Trust Exchange-Traded Fund IV9K sh$646.6K | 2.18% |
| abrdn Global Infrastructure Fundabrdn Funds13.3K sh$957.5K | 2.04% |
| Hennessy Gas Utility FundHennessy Funds Trust135.1K sh$9.7M | 1.90% |
| MFS Global Growth FundMFS Series Trust VIII207.5K sh$14.9M | 1.82% |
| Duff & Phelps Utility & Infrastructure Fund Inc.Duff & Phelps Utility & Infrastructure Fund Inc.119.5K sh$8.6M | 1.48% |
| Fidelity MSCI Utilities Index ETFFIDELITY COVINGTON TRUST466.2K sh$33.6M | 1.44% |
| Harbor Active Small Cap ETFHarbor ETF Trust2.8K sh$200.1K | 1.43% |
| Nicholas Equity Income Fund, Inc.Nicholas Equity Income Fund, Inc.90.7K sh$6.5M | 1.39% |
| iShares U.S. Utilities ETFiShares Trust277.1K sh$19.9M | 1.37% |
| UTILITIES ULTRASECTOR PROFUNDProFunds1.5K sh$106.3K | 1.36% |
| Lord Abbett Value Opportunities FundLORD ABBETT SECURITIES TRUST199.4K sh$14.4M | 1.29% |
| Direxion Daily Utilities Bull 3X SharesDirexion Shares ETF Trust6.6K sh$471.8K | 1.25% |
| Nuveen Mid Cap Value FundTIAA-CREF Funds285.2K sh$20.5M | 1.22% |
| Lord Abbett Fundamental Equity FundLORD ABBETT SECURITIES TRUST370.1K sh$26.6M | 1.21% |
| Hilton Small-MidCap Opportunity ETFTidal Trust II23.8K sh$1.7M | 1.20% |
| Nuveen Mid Cap Value Opportunities FundNuveen Investment Funds, Inc.59.9K sh$4.3M | 1.15% |
| NYLIM CBRE Global Infrastructure FundNYLIM FUNDS TRUST252.8K sh$18.2M | 1.07% |
| Victory Pioneer Equity Income FundVictory Portfolios IV117.9K sh$8.5M | 1.05% |
| Virtus Real Asset Income ETFETFis Series Trust I2.7K sh$192.6K | 1.04% |
| Rockefeller Global Equity ETFTidal Trust III112.5K sh$8.1M | 0.99% |
| First Trust North American Energy Infrastructure FundFirst Trust Exchange-Traded Fund IV541K sh$38.9M | 0.94% |
| iShares Select Dividend ETFiShares Trust3M sh$216.4M | 0.92% |
| abrdn Dynamic Dividend Fundabrdn Funds12.5K sh$899.9K | 0.90% |
| abrdn Total Dynamic Dividend Fundabrdn Total Dynamic Dividend Fund137.2K sh$9.9M | 0.89% |
| MidCap Value Fund IPrincipal Funds, Inc302.4K sh$21.8M | 0.88% |
| First Trust Horizon Managed Volatility Domestic ETFFirst Trust Exchange-Traded Fund III8.6K sh$620.7K | 0.84% |
| Pacer S&P 500 Quality FCF High Dividend ETFPacer Funds Trust63 sh$4.5K | 0.83% |
| abrdn Global Dynamic Dividend Fundabrdn Global Dynamic Dividend Fund36.7K sh$2.6M | 0.81% |
| SA JPMorgan Equity-Income PortfolioSUNAMERICA SERIES TRUST75.4K sh$5.4M | 0.70% |
| Invesco S&P 500 Value with Momentum ETFInvesco Exchange-Traded Fund Trust12.2K sh$880.7K | 0.68% |
| Nomura Global Listed Real Assets FundDelaware Pooled Trust9.3K sh$669.4K | 0.67% |
| HARTFORD CORE EQUITY FUNDHARTFORD MUTUAL FUNDS, INC1M sh$74.3M | 0.65% |
| Hartford Alpha Capture Value ETFHartford Funds Exchange-Traded Trust15.6K sh$1.1M | 0.62% |
| VANGUARD WINDSOR FUNDVANGUARD WINDSOR FUNDS2.2M sh$155M | 0.61% |
| Invesco Rising Dividends FundAIM Equity Funds (Invesco Equity Funds)286.4K sh$20.6M | 0.59% |
| iShares ESG Optimized MSCI USA Min Vol Factor ETFiShares Trust628 sh$45.2K | 0.59% |
| NYLIM Epoch U.S. Equity Yield FundNYLIM FUNDS TRUST83K sh$6M | 0.50% |
| LORD ABBETT AFFILIATED FUND INCLORD ABBETT AFFILIATED FUND INC466.5K sh$33.6M | 0.49% |
| VANGUARD ADVICE SELECT GLOBAL VALUE FUNDVANGUARD WHITEHALL FUNDS129.1K sh$9.3M | 0.49% |
| JPMorgan Equity and Options Total Return ETFJ.P. Morgan Exchange-Traded Fund Trust6.5K sh$467.1K | 0.48% |
| First Trust Large Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund91.8K sh$6.6M | 0.47% |
| THE HARTFORD BALANCED INCOME FUNDHARTFORD MUTUAL FUNDS, INC641.7K sh$46.2M | 0.42% |
| BNY Mellon Global Real Return FundBNY Mellon Advantage Funds, Inc.44.9K sh$3.2M | 0.38% |
| Goldman Sachs Income Builder FundGOLDMAN SACHS TRUST144.9K sh$10.4M | 0.37% |
| iShares Core High Dividend ETFiShares Trust663K sh$47.7M | 0.32% |
| Fidelity Hedged Equity FundFidelity Greenwood Street Trust33.4K sh$2.4M | 0.31% |
| Innovator Equity Managed 10 Buffer ETFInnovator ETFs Trust1.6K sh$116.1K | 0.26% |
| First Trust Large Cap Core AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund55.3K sh$4M | 0.25% |
| Innovator Equity Managed 100 Buffer ETFInnovator ETFs Trust4.9K sh$350K | 0.25% |
| First Trust Multi Cap Value AlphaDEX FundFirst Trust Exchange-Traded AlphaDEX Fund5.5K sh$399.2K | 0.24% |
| FT Energy Income Partners Strategy ETFFirst Trust Exchange-Traded Fund IV17.6K sh$1.3M | 0.22% |
| Innovator Equity Managed Floor ETFInnovator ETFs Trust65.1K sh$4.7M | 0.22% |
| iShares Morningstar Mid-Cap Value ETFiShares Trust31.4K sh$2.3M | 0.20% |
| iShares MSCI USA Min Vol Factor ETFiShares Trust636.8K sh$45.8M | 0.19% |
| Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust2.5M sh$182.6M | 0.19% |
| VANGUARD ENERGY OPPORTUNITIES FUNDVANGUARD SPECIALIZED FUNDS188.4K sh$13.6M | 0.19% |
| iShares MSCI USA Size Factor ETFiShares Trust11K sh$790.7K | 0.18% |
| Fidelity Mid Cap Index FundFidelity Salem Street Trust1.2M sh$83.8M | 0.16% |
| Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST62.1K sh$4.5M | 0.16% |
| iShares Russell Mid-Cap Index FundBlackRock Funds57.1K sh$4.1M | 0.16% |
| Global Infrastructure FundRUSSELL INVESTMENT CO13.4K sh$968.1K | 0.16% |
| Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust515.7K sh$37.1M | 0.16% |
| iShares Morningstar Mid-Cap ETFiShares Trust35.4K sh$2.5M | 0.15% |
| iShares Core Dividend Growth ETFiShares Trust912.9K sh$65.7M | 0.15% |
| Columbia Research Enhanced Value ETFColumbia ETF Trust I6.8K sh$489K | 0.15% |
| Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust19.9K sh$1.4M | 0.14% |
| JPMorgan Nasdaq Hedged Equity Laddered Overlay ETFJ.P. Morgan Exchange-Traded Fund Trust572 sh$41.2K | 0.14% |
| Capital Income BuilderCapital Income Builder2.4M sh$170.9M | 0.13% |
| VANGUARD GLOBAL MINIMUM VOLATILITY FUNDVANGUARD WHITEHALL FUNDS35.3K sh$2.5M | 0.13% |
| Goldman Sachs Multi-Manager Real Assets Strategy FundGoldman Sachs Trust II23.9K sh$1.7M | 0.11% |
| iShares Morningstar Mid-Cap Growth ETFiShares Trust59.5K sh$4.3M | 0.11% |
| Washington Mutual Investors FundWashington Mutual Investors Fund3.1M sh$224.6M | 0.10% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUNDVANGUARD SPECIALIZED FUNDS1.7M sh$125.8M | 0.10% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS1.2M sh$89.1M | 0.09% |
| Columbia Research Enhanced Core ETFColumbia ETF Trust I65K sh$4.7M | 0.08% |
| Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust8.8K sh$633K | 0.08% |
| SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST7.4K sh$535.6K | 0.08% |
| LARGE-CAP VALUE PROFUNDProFunds54 sh$3.9K | 0.07% |
| Parametric Volatility Risk Premium - Defensive FundEaton Vance Mutual Funds Trust13.3K sh$957.3K | 0.07% |
| Fidelity U.S. Sustainability Index FundFidelity Salem Street Trust52.7K sh$3.8M | 0.06% |
| iShares ESG MSCI KLD 400 ETFiShares Trust47.4K sh$3.4M | 0.06% |
| U.S. Large Cap Equity PortfolioDFA INVESTMENT DIMENSIONS GROUP INC23.8K sh$1.7M | 0.06% |
| Nuveen Large Cap Value Index FundTIAA-CREF Funds115K sh$8.3M | 0.06% |
| Wilmington Global Alpha Equities FundWilmington Funds2K sh$146.1K | 0.06% |
| Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust103.7K sh$7.5M | 0.06% |
| Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST9.5K sh$682.1K | 0.06% |
| Fidelity Large Cap Value Index FundFidelity Salem Street Trust121.4K sh$8.7M | 0.06% |
| Dimensional US Core Equity 1 ETFDimensional ETF Trust24.5K sh$1.8M | 0.05% |
| Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS16 sh$1.2K | 0.05% |
| Steward Values Enhanced Large Cap FundSteward Funds Inc2.2K sh$161.3K | 0.05% |
| Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST90K sh$6.5M | 0.05% |
| Eaton Vance Global Equity Income FundEaton Vance Mutual Funds Trust5.6K sh$406.1K | 0.05% |
| Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust59.6K sh$4.3M | 0.04% |
| U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC240.1K sh$17.3M | 0.04% |
| iShares Morningstar Value ETFiShares Trust7.7K sh$551.5K | 0.04% |
| JLens 500 Jewish Advocacy U.S. ETFEA Series Trust1.3K sh$95.2K | 0.04% |
| Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust259.2K sh$18.7M | 0.04% |
| Dimensional US Core Equity Market ETFDimensional ETF Trust62.8K sh$4.5M | 0.04% |
| Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds22.4K sh$1.6M | 0.04% |
| Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS313 sh$22.5K | 0.04% |
| Global X S&P 500 Covered Call ETFGLOBAL X FUNDS15.8K sh$1.1M | 0.04% |
| MFS Global Alternative Strategy FundMFS Series Trust XV994 sh$71.6K | 0.04% |
| Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust1.7K sh$125.3K | 0.04% |
| Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.8K sh$126.1K | 0.03% |
| Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS6.3K sh$451.7K | 0.03% |
| BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.12.9K sh$930.3K | 0.03% |
| Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust90.3K sh$6.5M | 0.03% |
| Nuveen S&P 500 Index FundTIAA-CREF Funds65.3K sh$4.7M | 0.03% |
| JPMORGAN BETABUILDERS U.S. EQUITY ETFJ.P. Morgan Exchange-Traded Fund Trust42.5K sh$3.1M | 0.03% |
| U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC68.5K sh$4.9M | 0.03% |
| Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST688.7K sh$49.6M | 0.03% |
| LargeCap S&P 500 Index FundPrincipal Funds, Inc63.7K sh$4.6M | 0.03% |
| Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS17 sh$1.2K | 0.03% |
| Global X S&P 500 Christian Values ETFGLOBAL X FUNDS38 sh$2.7K | 0.03% |
| Pacer Trendpilot US Large Cap ETFPacer Funds Trust15.5K sh$1.1M | 0.03% |
| TCW Transform 500 ETFTCW ETF Trust5.2K sh$375.5K | 0.03% |
| NYLIM S&P 500 Index FundNYLIM FUNDS TRUST10.1K sh$730.3K | 0.03% |
| Fidelity ZERO Large Cap Index FundFidelity Concord Street Trust88.3K sh$6.4M | 0.03% |
| iShares Morningstar U.S. Equity ETFiShares Trust6K sh$431.9K | 0.03% |
| Victory 500 Index FundVictory Portfolios III72K sh$5.2M | 0.03% |
| Vox Populi ETFAdvisors Series Trust27 sh$1.9K | 0.03% |
| BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.6.2K sh$447.8K | 0.03% |
| BNY Mellon US Large Cap Core Equity ETFBNY Mellon ETF Trust25.4K sh$1.8M | 0.03% |
| Nationwide S&P 500 Index FundNationwide Mutual Funds8.4K sh$607.5K | 0.03% |
| SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST15.1K sh$1.1M | 0.03% |
| Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS224 sh$16.1K | 0.03% |
| Dimensional U.S. Equity Market ETFDimensional ETF Trust93.6K sh$6.7M | 0.03% |
| Schwab 1000 Index FundSCHWAB INVESTMENTS98.3K sh$7.1M | 0.03% |
| Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust1.2K sh$83.9K | 0.03% |
| iShares Dow Jones U.S. ETFiShares Trust13.1K sh$939.6K | 0.03% |
| U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC169.4K sh$12.2M | 0.03% |
| Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS21 sh$1.5K | 0.03% |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust7.4K sh$533.6K | 0.03% |
| Multi-Manager Directional Alternative Strategies FundCOLUMBIA FUNDS SERIES TRUST I1.4K sh$102.4K | 0.03% |
| Nationwide BNY Mellon Dynamic U.S. Core FundNationwide Mutual Funds7K sh$500.6K | 0.03% |
| E*TRADE No Fee Total Market Index FundE Trade Trust473 sh$34.1K | 0.03% |
| Wilmington Large-Cap Strategy FundWilmington Funds2.7K sh$190.8K | 0.03% |
| Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST187.8K sh$13.5M | 0.03% |
| Fidelity ZERO Total Market Index FundFidelity Concord Street Trust167.8K sh$12.1M | 0.03% |
| E*TRADE No Fee Large Cap Index FundE Trade Trust562 sh$40.5K | 0.03% |
| Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust267 sh$19.2K | 0.03% |
| iShares Total U.S. Stock Market Index FundBlackRock Funds19.8K sh$1.4M | 0.03% |
| Nuveen Equity Index FundTIAA-CREF Funds242.7K sh$17.5M | 0.03% |
| Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust2.1K sh$154.6K | 0.03% |
| Morningstar Alternatives FundMorningstar Funds Trust967 sh$69.6K | 0.03% |
| iShares MSCI Kokusai ETFiShares Trust924 sh$66.5K | 0.03% |
| ULTRABULL PROFUNDProFunds664 sh$47.8K | 0.03% |
| AMT Diversified Equity FundADVISER MANAGED TRUST1.5K sh$104.6K | 0.03% |
| Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust24.2K sh$1.7M | 0.03% |
| Multifactor U.S. Equity FundRUSSELL INVESTMENT CO1K sh$72.9K | 0.03% |
| iShares Morningstar Growth ETFiShares Trust11K sh$794.1K | 0.03% |
| Column Mid Cap FundTrust for Professional Managers4.2K sh$283.1K | 0.03% |
| PineBridge Dynamic Asset Allocation FundADVISORS' INNER CIRCLE III425 sh$30.6K | 0.02% |
| FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust7.5K sh$536.3K | 0.02% |
| Victory Growth & Income FundVictory Portfolios III7.2K sh$516.6K | 0.02% |
| Intech S&P Large Cap Diversified Alpha ETFTidal Trust III435 sh$31.3K | 0.02% |
| iShares MSCI ACWI ETFiShares Trust99K sh$7.1M | 0.02% |
| Tax-Managed U.S. Large Cap FundRUSSELL INVESTMENT CO37.2K sh$2.7M | 0.02% |
| BULL PROFUNDProFunds146 sh$10.5K | 0.02% |
| VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS259.6K sh$18.7M | 0.02% |
| Innovator Equity Premium Income - Daily PutWrite ETFInnovator ETFs Trust41 sh$3K | 0.02% |
| Multi-Asset Strategy FundRUSSELL INVESTMENT CO1.4K sh$104K | 0.02% |
| Multi-Strategy Income FundRUSSELL INVESTMENT CO676 sh$48.7K | 0.02% |
| Dimensional US Large Cap Core Equity Market ETFDimensional ETF Trust3.2K sh$227.2K | 0.01% |
| iShares U.S. Carbon Transition Readiness Aware Active ETFBlackRock ETF Trust2.4K sh$172.6K | 0.01% |
| Hartford Schroders Diversified Opportunities FundHARTFORD MUTUAL FUNDS II, INC240 sh$17.3K | 0.01% |
| Catholic Responsible Investments Multi-Style US Equity FundCatholic Responsible Investments Funds950 sh$68.4K | 0.01% |
| iShares Dynamic Short-Term Active ETFBlackRock ETF Trust235 sh$16.9K | 0.01% |
| iShares Core Dividend ETFiShares Trust1.7K sh$120.6K | 0.01% |
| SA T. Rowe Price Allocation Moderately Aggressive PortfolioSUNAMERICA SERIES TRUST744 sh$53.6K | 0.01% |
| SA T. Rowe Price VCP Balanced PortfolioSUNAMERICA SERIES TRUST1.1K sh$78.2K | 0.01% |
| NPF Core Equity ETFElevation Series Trust65 sh$4.7K | 0.00% |
| iShares U.S. Thematic Rotation Active ETFBlackRock ETF Trust21 sh$1.5K | 0.00% |
| Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL-182K sh-$13.1M | -0.07% |
| Steward Equity Market Neutral FundSteward Funds Inc-16K sh-$1.2M | -0.98% |
Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.
More on CMS
Company overviewEverything on CMS in one place, with the price.SEC filingsWhat CMS's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat CMS's own officers and directors buy and sell.Who owns itEvery manager reporting a position in CMS.LobbyingWhat CMS spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on CMS's account, and who they worked for.