As of the latest SEC filings, CMS ENERGY CORP (CMS) is held by 749 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $752,629,336.56 in market value, representing 0.04% of its portfolio.
Funds holding CMS ENERGY CORP (CMS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CMS
- CIK:
- 0000811156
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $752,629,336.56 | 9,701,332 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.04% | $604,165,343.94 | 7,787,643 | Mar 31, 2026 | May 28, 2026 |
|
VO
VANGUARD MID-CAP INDEX FUND
|
ETF | Vanguard | 0.26% | $513,396,821.52 | 6,617,644 | Mar 31, 2026 | May 28, 2026 |
|
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 1.67% | $407,825,492.04 | 5,256,838 | Mar 31, 2026 | May 28, 2026 |
|
OIEIX
JPMorgan Equity Income Fund
|
MF | JPMorgan | 0.84% | $348,034,198.14 | 4,486,133 | Mar 31, 2026 | May 29, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.04% | $305,770,165.74 | 3,941,353 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.04% | $302,355,975.81 | 3,872,883 | Feb 28, 2026 | Apr 24, 2026 |
|
VETAX
Victory Sycamore Established Value Fund
|
MF | Independent / Boutique | 1.85% | $279,288,000.00 | 3,600,000 | Mar 31, 2026 | May 28, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.04% | $276,967,427.04 | 3,570,088 | Mar 31, 2026 | May 28, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 1.01% | $231,502,632.36 | 3,016,714 | Apr 30, 2026 | Jun 24, 2026 |
|
VIVAX
VANGUARD VALUE INDEX FUND
|
ETF | Vanguard | 0.10% | $219,914,784.72 | 2,834,684 | Mar 31, 2026 | May 28, 2026 |
|
MIGMX
MFS Massachusetts Investors Growth Stock Fund
|
MF | Independent / Boutique | 2.21% | $217,786,960.59 | 2,789,637 | Feb 28, 2026 | Apr 22, 2026 |
|
LBSAX
Columbia Dividend Income Fund
|
MF | Columbia Threadneedle | 0.41% | $196,518,740.84 | 2,517,212 | Feb 28, 2026 | Apr 27, 2026 |
|
VWIAX
VANGUARD WELLESLEY INCOME FUND
|
MF | Vanguard | 0.39% | $185,427,371.52 | 2,390,144 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.19% | $170,688,177.60 | 2,224,240 | Apr 30, 2026 | Jun 29, 2026 |
|
JMVQX
JPMorgan Mid Cap Value Fund
|
MF | JPMorgan | 1.53% | $166,377,059.46 | 2,144,587 | Mar 31, 2026 | May 29, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 1.04% | $165,866,040.00 | 2,138,000 | Mar 31, 2026 | May 26, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 1.44% | $159,047,482.94 | 2,037,242 | Feb 28, 2026 | Apr 28, 2026 |
|
VMVAX
VANGUARD MID-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.45% | $154,532,920.86 | 1,991,917 | Mar 31, 2026 | May 28, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.04% | $134,113,632.12 | 1,728,714 | Mar 31, 2026 | May 28, 2026 |
|
VDADX
VANGUARD DIVIDEND APPRECIATION INDEX FUND
|
ETF | Vanguard | 0.11% | $132,023,726.22 | 1,720,403 | Apr 30, 2026 | Jun 26, 2026 |
|
FKUTX
Franklin Utilities Fund
|
MF | Franklin Templeton | 1.60% | $124,128,000.00 | 1,600,000 | Mar 31, 2026 | May 27, 2026 |
|
PRUAX
PGIM Jennison Utility Fund
|
MF | PGIM / Prudential | 3.39% | $121,667,723.08 | 1,558,444 | Feb 27, 2026 | Apr 23, 2026 |
|
UTG
Reaves Utility Income Fund
|
CEF | Independent / Boutique | 2.66% | $107,924,143.14 | 1,406,361 | Apr 30, 2026 | Jun 26, 2026 |
|
SPLV
Invesco S&P 500 Low Volatility ETF
|
ETF | Invesco | 1.26% | $104,078,317.87 | 1,333,141 | Feb 28, 2026 | Apr 28, 2026 |
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