As of the latest SEC filings, CMS ENERGY CORP (CMSC) is held by 18 institutional funds. The largest fund shareholder is First Trust Preferred Securities and Income ETF (FPE), holding an estimated $22,402,941.68 in market value, representing 0.35% of its portfolio.
Funds holding CMS ENERGY CORP (CMSC)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CMSC
- CIK:
- 0000811156
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FPE
First Trust Preferred Securities and Income ETF
|
ETF | First Trust | 0.35% | $22,402,941.68 | 981,724 | Apr 30, 2026 | Jun 22, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.13% | $17,450,248.50 | 796,815 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.24% | $9,641,045.40 | 411,132 | Feb 28, 2026 | Apr 28, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 0.34% | $7,387,001.40 | 337,306 | Mar 31, 2026 | May 28, 2026 |
|
PPSAX
Spectrum Preferred and Capital Securities Income Fund
|
MF | Independent / Boutique | 0.13% | $6,646,902.50 | 283,450 | Feb 28, 2026 | Apr 24, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.23% | $5,189,227.05 | 221,289 | Feb 28, 2026 | Apr 29, 2026 |
|
PTA
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
|
CEF | Cohen & Steers | 0.28% | $3,194,800.00 | 140,000 | Apr 30, 2026 | Jun 24, 2026 |
|
PSK
State Street(R) SPDR(R) ICE Preferred Securities ETF
|
ETF | State Street (SPDR) | 0.35% | $2,491,869.60 | 113,784 | Mar 31, 2026 | May 28, 2026 |
|
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
|
CEF | Cohen & Steers | 0.04% | $1,390,606.20 | 63,498 | Mar 31, 2026 | May 29, 2026 |
|
FIQWX
Fidelity Strategic Dividend and Income Fund
|
MF | Fidelity | 0.02% | $1,359,005.00 | 57,830 | Feb 28, 2026 | Apr 24, 2026 |
|
NRIAX
Nuveen Real Asset Income Fund
|
MF | Nuveen | 0.06% | $754,564.50 | 34,455 | Mar 31, 2026 | May 28, 2026 |
|
RLTY
Cohen & Steers Real Estate Opportunities & Income Fund
|
CEF | Cohen & Steers | 0.17% | $438,000.00 | 20,000 | Mar 31, 2026 | May 29, 2026 |
|
JRI
Nuveen Real Asset Income and Growth Fund
|
CEF | Nuveen | 0.08% | $401,470.80 | 18,332 | Mar 31, 2026 | May 28, 2026 |
|
RFI
COHEN & STEERS TOTAL RETURN REALTY FUND INC
|
CEF | Cohen & Steers | 0.13% | $372,300.00 | 17,000 | Mar 31, 2026 | May 29, 2026 |
|
CSPF
Cohen & Steers Preferred and Income Opportunities Active ETF
|
ETF | Cohen & Steers | 0.22% | $328,500.00 | 15,000 | Mar 31, 2026 | May 29, 2026 |
|
GPRF
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
ETF | Goldman Sachs | 0.05% | $62,259.75 | 2,655 | Feb 28, 2026 | Apr 28, 2026 |
|
FPFD
Fidelity Preferred Securities and Income ETF
|
ETF | Fidelity | 0.07% | $56,400.00 | 2,400 | Feb 28, 2026 | Apr 24, 2026 |
|
RMYAX
Multi-Strategy Income Fund
|
MF | Russell Investments | 0.02% | $45,571.54 | 1,997 | Apr 30, 2026 | Jun 22, 2026 |
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