CMS Energy Corporation · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | — | $16.42M | 0.06% | 211,659 NS | $26.03B | FIGI |
| Victory Sycamore Mid Cap Value Portfolio Brighthouse Funds Trust I | — | $15.55M | 1.86% | 200,500 NS | $837.26M | FIGI |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | — | $14.94M | 1.46% | 192,550 NS | $1.02B | FIGI |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | — | $14.72M | 0.04% | 189,693 NS | $34.99B | FIGI |
| BlackRock Utilities, Infrastructure & Power O… — | — | $14.53M | 2.19% | 187,302 NS | $662.89M | FIGI |
| T. Rowe Price U.S. Equity Research Fund T. Rowe Price U.S. Equity Research Fund, … | — | $14.32M | 0.09% | 184,529 NS | $15.64B | FIGI |
| Large Cap Index Master Portfolio Master Investment Portfolio | — | $13.87M | 0.04% | 178,723 NS | $36.29B | FIGI |
| Eaton Vance Tax-Managed Buy-Write Opportuniti… — | — | $13.74M | 0.79% | 177,055 NS | $1.75B | FIGI |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | — | $13.35M | 0.02% | 172,142 NS | $58.89B | FIGI |
| JPMorgan Equity Premium Income Fund JPMorgan Trust IV | — | $13.13M | 0.24% | 169,225 NS | $5.49B | FIGI |
| JNL/JPMorgan U.S. Value Fund JNL Series Trust | — | $12.79M | 0.98% | 164,834 NS | $1.30B | FIGI |
| JNL/Mellon Utilities Sector Fund JNL Series Trust | — | $12.53M | 1.46% | 161,498 NS | $857.56M | FIGI |
| State Street(R) SPDR(R) US Large Cap Low Vola… SPDR SERIES TRUST | LGLV | $12.48M | 0.85% | 160,926 NS | $1.47B | FIGI |
| VictoryShares US EQ Income Enhanced Volatilit… Victory Portfolios II | CDC | $12.04M | 1.67% | 155,160 NS | $722.15M | FIGI |
| Eaton Vance Large-Cap Value Fund Eaton Vance Special Investment Trust | — | $11.85M | 0.88% | 152,720 NS | $1.34B | FIGI |
| abrdn Global Infrastructure Income Fund — | — | $11.72M | 1.64% | 151,010 NS | $714.66M | FIGI |
| BRUCE FUND Bruce Fund, Inc. | — | $11.64M | 3.21% | 150,000 NS | $362.00M | FIGI |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET IND… VANGUARD INSTITUTIONAL INDEX FUNDS | — | $11.51M | 0.04% | 148,398 NS | $30.28B | FIGI |
| Partners Group Private Equity Fund, LLC — | — | $11.49M | 0.07% | 148,075 NS | $15.83B | FIGI |
| State Street U.S. Core Equity Fund STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $11.35M | 0.30% | 146,289 NS | $3.75B | FIGI |
| Bahl & Gaynor Dividend ETF ETF Series Solutions | BGDV | $11.18M | 1.57% | 144,119 NS | $710.99M | FIGI |
| Allspring Diversified Capital Builder Fund ALLSPRING FUNDS TRUST | — | $10.86M | 0.56% | 140,000 NS | $1.94B | FIGI |
| College Retirement Equities Fund - S&P 500 In… College Retirement Equities Fund | — | $10.52M | 0.04% | 135,539 NS | $25.58B | FIGI |
| Goldman Sachs Variable Insurance Trust Mid Ca… Goldman Sachs Variable Insurance Trust | — | $10.50M | 2.37% | 135,308 NS | $442.92M | FIGI |
| Utilities Fund American Century Quantitative Equity Fund… | — | $10.46M | 3.34% | 134,870 NS | $313.44M | FIGI |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | JHMM | $10.34M | 0.21% | 133,328 NS | $4.89B | FIGI |
| Brighthouse/Wellington Large Cap Research Por… Brighthouse Funds Trust I | — | $10.26M | 0.45% | 132,211 NS | $2.30B | FIGI |
| NYLIM VP Schroders Mid Cap Opportunities Port… NEW YORK LIFE INVESTMENTS VP FUNDS TRUST | — | $9.38M | 1.46% | 120,882 NS | $641.21M | FIGI |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRU… | — | $8.49M | 0.04% | 109,455 NS | $21.10B | FIGI |
| NVIT Victory Mid Cap Value Fund Nationwide Variable Insurance Trust | — | $8.29M | 1.85% | 106,800 NS | $447.32M | FIGI |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | — | $8.21M | 0.26% | 105,804 NS | $3.17B | FIGI |
| Allspring Utility and Telecommunications Fund ALLSPRING FUNDS TRUST | — | $8.20M | 2.31% | 105,731 NS | $355.75M | FIGI |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | — | $7.87M | 1.47% | 101,390 NS | $536.24M | FIGI |
| Growth and Income Portfolio LORD ABBETT SERIES FUND INC | — | $7.74M | 1.62% | 99,720 NS | $476.63M | FIGI |
| JNL/Invesco Diversified Dividend Fund JNL Series Trust | — | $7.51M | 0.94% | 96,845 NS | $795.30M | FIGI |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | — | $7.50M | 0.04% | 96,719 NS | $17.64B | FIGI |
| T. Rowe Price Hedged Equity Fund T. Rowe Price Equity Funds, Inc. | — | $7.29M | 0.19% | 93,960 NS | $3.83B | FIGI |
| BlackRock Systematic Multi-Strategy Fund BlackRock Funds IV | — | $7.24M | 0.09% | 93,332 NS | $8.24B | FIGI |
| CTIVP - Victory Sycamore Established Value Fu… Columbia Funds Variable Series Trust II | — | $7.24M | 1.85% | 93,300 NS | $390.69M | FIGI |
| Stock Index Fund Northern Funds | — | $7.14M | 0.04% | 91,986 NS | $16.63B | FIGI |
| Victory Market Neutral Income Fund Victory Portfolios II | — | $6.96M | 0.24% | 89,766 NS | $2.92B | FIGI |
| Vaughan Nelson Mid Cap Fund Natixis Funds Trust II | — | $6.86M | 3.68% | 88,410 NS | $186.47M | FIGI |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | — | $6.83M | 0.04% | 88,067 NS | $15.97B | FIGI |
| VictoryShares US Large Cap High Div Volatilit… Victory Portfolios II | CDL | $6.28M | 1.67% | 80,899 NS | $376.61M | FIGI |
| iShares Russell 3000 ETF iShares Trust | IWV | $6.26M | 0.04% | 80,649 NS | $17.05B | FIGI |
| Gabelli Utility Trust — | — | $6.15M | 2.11% | 79,244 NS | $291.72M | FIGI |
| MFS Mid Cap Value Portfolio MFS VARIABLE INSURANCE TRUST III | — | $6.05M | 1.02% | 78,025 NS | $591.45M | FIGI |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | — | $5.94M | 0.03% | 76,620 NS | $21.49B | FIGI |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | DLN | $5.79M | 0.10% | 74,692 NS | $5.65B | FIGI |
| JNL Multi-Manager Mid Cap Fund JNL Series Trust | — | $5.76M | 0.54% | 74,300 NS | $1.06B | FIGI |