As of the latest SEC filings, CMS ENERGY CORP (CMSD) is held by 18 institutional funds. The largest fund shareholder is iShares Preferred and Income Securities ETF (PFF), holding an estimated $39,618,360.60 in market value, representing 0.30% of its portfolio.
Funds holding CMS ENERGY CORP (CMSD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CMSD
- CIK:
- 0000811156
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.30% | $39,618,360.60 | 1,792,686 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.54% | $21,416,389.44 | 919,948 | Feb 28, 2026 | Apr 28, 2026 |
|
PFXF
VanEck Preferred Securities ex Financials ETF
|
ETF | Independent / Boutique | 0.78% | $16,773,060.20 | 758,962 | Mar 31, 2026 | May 28, 2026 |
|
FPE
First Trust Preferred Securities and Income ETF
|
ETF | First Trust | 0.22% | $13,780,830.87 | 595,799 | Apr 30, 2026 | Jun 22, 2026 |
|
PFFD
Global X U.S. Preferred ETF
|
ETF | Independent / Boutique | 0.49% | $11,065,263.36 | 475,312 | Feb 28, 2026 | Apr 29, 2026 |
|
PSK
State Street(R) SPDR(R) ICE Preferred Securities ETF
|
ETF | State Street (SPDR) | 0.81% | $5,712,805.80 | 258,498 | Mar 31, 2026 | May 28, 2026 |
|
RQI
COHEN & STEERS QUALITY INCOME REALTY FUND INC
|
CEF | Cohen & Steers | 0.34% | $5,553,951.00 | 251,310 | Mar 31, 2026 | May 29, 2026 |
|
UTF
COHEN & STEERS INFRASTRUCTURE FUND INC
|
CEF | Cohen & Steers | 0.14% | $4,353,611.60 | 196,996 | Mar 31, 2026 | May 29, 2026 |
|
PGDCX
Diversified Income Fund
|
MF | Independent / Boutique | 0.17% | $3,697,076.07 | 159,839 | Apr 30, 2026 | Jun 25, 2026 |
|
JPDIX
JPMorgan Preferred and Income Securities Fund
|
MF | JPMorgan | 0.18% | $3,559,735.40 | 161,074 | Mar 31, 2026 | May 29, 2026 |
|
FIQWX
Fidelity Strategic Dividend and Income Fund
|
MF | Fidelity | 0.06% | $3,377,969.91 | 144,543 | Feb 28, 2026 | Apr 24, 2026 |
|
PPSAX
Spectrum Preferred and Capital Securities Income Fund
|
MF | Independent / Boutique | 0.06% | $3,314,466.72 | 142,374 | Feb 28, 2026 | Apr 24, 2026 |
|
FXED
Sound Enhanced Fixed Income ETF
|
ETF | Independent / Boutique | 2.28% | $939,999.84 | 40,378 | Feb 28, 2026 | Apr 27, 2026 |
|
NRIAX
Nuveen Real Asset Income Fund
|
MF | Nuveen | 0.07% | $794,671.80 | 35,958 | Mar 31, 2026 | May 28, 2026 |
|
RFI
COHEN & STEERS TOTAL RETURN REALTY FUND INC
|
CEF | Cohen & Steers | 0.26% | $773,500.00 | 35,000 | Mar 31, 2026 | May 29, 2026 |
|
JRI
Nuveen Real Asset Income and Growth Fund
|
CEF | Nuveen | 0.09% | $415,988.30 | 18,823 | Mar 31, 2026 | May 28, 2026 |
|
GPRF
Goldman Sachs Access U.S. Preferred Stock and Hybrid Securities ETF
|
ETF | Goldman Sachs | 0.18% | $225,257.28 | 9,676 | Feb 28, 2026 | Apr 28, 2026 |
|
FPFD
Fidelity Preferred Securities and Income ETF
|
ETF | Fidelity | 0.13% | $109,839.00 | 4,700 | Feb 28, 2026 | Apr 24, 2026 |
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