CMS Energy Corporation · as of 2026-03-31
| Fund | Ticker | Position value | % of fund | Balance | Fund net assets | Match |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | VTI | $752.63M | 0.04% | 9,701,332 NS | $1.99T | FIGI |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | VOO | $604.17M | 0.04% | 7,787,643 NS | $1.42T | FIGI |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | VO | $513.40M | 0.26% | 6,617,644 NS | $198.27B | FIGI |
| State Street(R) Utilities Select Sector SPDR(… SELECT SECTOR SPDR TRUST | XLU | $407.83M | 1.67% | 5,256,838 NS | $24.42B | FIGI |
| JPMorgan Equity Income Fund JPMorgan Trust II | — | $348.03M | 0.84% | 4,486,133 NS | $41.28B | FIGI |
| iShares Core S&P 500 ETF iShares Trust | IVV | $305.77M | 0.04% | 3,941,353 NS | $720.54B | FIGI |
| Victory Sycamore Established Value Fund Victory Portfolios | — | $279.29M | 1.85% | 3,600,000 NS | $15.07B | FIGI |
| N/A — | — | $276.97M | 0.04% | 3,570,088 NS | $651.59B | FIGI |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | VTV | $219.91M | 0.10% | 2,834,684 NS | $225.69B | FIGI |
| VANGUARD WELLESLEY INCOME FUND VANGUARD WELLESLEY INCOME FUND | — | $185.43M | 0.39% | 2,390,144 NS | $47.43B | FIGI |
| JPMorgan Mid Cap Value Fund J.P. Morgan Fleming Mutual Fund Group, In… | — | $166.38M | 1.53% | 2,144,587 NS | $10.85B | FIGI |
| MFS Mid Cap Value Fund MFS SERIES TRUST XI | — | $165.87M | 1.04% | 2,138,000 NS | $15.99B | FIGI |
| VANGUARD MID-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | VOE | $154.53M | 0.45% | 1,991,917 NS | $34.68B | FIGI |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | — | $134.11M | 0.04% | 1,728,714 NS | $315.46B | FIGI |
| Franklin Utilities Fund Franklin Custodian Funds | — | $124.13M | 1.60% | 1,600,000 NS | $7.75B | FIGI |
| JPMorgan Equity Premium Income ETF J.P. Morgan Exchange-Traded Fund Trust | JEPI | $103.18M | 0.23% | 1,330,000 NS | $43.96B | FIGI |
| iShares Russell Mid-Cap ETF iShares Trust | IWR | $89.60M | 0.19% | 1,154,894 NS | $48.22B | FIGI |
| Parnassus Mid Cap Fund Parnassus Funds | — | $77.67M | 3.41% | 1,001,158 NS | $2.28B | FIGI |
| Parnassus Value Equity Fund Parnassus Funds | — | $73.86M | 1.60% | 952,055 NS | $4.61B | FIGI |
| VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS | — | $73.80M | 0.73% | 951,336 NS | $10.12B | FIGI |
| JPMorgan U.S. Value Fund JPMorgan Trust I | — | $63.06M | 1.00% | 812,846 NS | $6.32B | FIGI |
| ELFUN TRUSTS ELFUN TRUSTS | — | $61.80M | 1.48% | 796,536 NS | $4.17B | FIGI |
| JPMorgan Mid Cap Equity Fund JPMorgan Trust I | — | $60.29M | 1.08% | 777,171 NS | $5.59B | FIGI |
| T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. | — | $57.59M | 0.25% | 742,386 NS | $22.66B | FIGI |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | — | $57.05M | 0.63% | 735,391 NS | $9.06B | FIGI |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | — | $54.17M | 0.18% | 698,207 NS | $30.85B | FIGI |
| iShares Russell 1000 Value ETF iShares Trust | IWD | $53.77M | 0.08% | 693,038 NS | $69.79B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYM | $49.98M | 0.04% | 644,182 NS | $117.66B | FIGI |
| Victory Pioneer Core Equity Fund Victory Portfolios IV | — | $48.23M | 2.49% | 621,631 NS | $1.93B | FIGI |
| iShares S&P 500 Value ETF iShares Trust | IVE | $41.02M | 0.09% | 528,711 NS | $46.62B | FIGI |
| First Trust Value Line Dividend Index Fund First Trust Exchange-Traded Fund | FVD | $35.25M | 0.44% | 454,366 NS | $8.09B | FIGI |
| iShares Russell Mid-Cap Value ETF iShares Trust | IWS | $33.77M | 0.24% | 435,237 NS | $14.16B | FIGI |
| Invesco Main Street Mid Cap Fund AIM Growth Series (Invesco Growth Series) | — | $33.76M | 1.43% | 435,178 NS | $2.36B | FIGI |
| Six Circles Managed Equity Portfolio U.S. Unc… SIX CIRCLES TRUST | — | $30.25M | 0.11% | 389,856 NS | $27.78B | FIGI |
| GQG PARTNERS GLOBAL QUALITY EQUITY FUND ADVISORS' INNER CIRCLE III | — | $29.46M | 0.94% | 379,766 NS | $3.15B | FIGI |
| JPMorgan Active Value ETF J.P. Morgan Exchange-Traded Fund Trust | JAVA | $29.38M | 0.49% | 378,749 NS | $5.97B | FIGI |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | ITOT | $29.27M | 0.04% | 377,316 NS | $79.62B | FIGI |
| State Street(R) SPDR(R) Portfolio S&P 500(R) … SPDR SERIES TRUST | SPYV | $27.99M | 0.09% | 360,781 NS | $31.78B | FIGI |
| Fidelity Enhanced Mid Cap ETF Fidelity Covington Trust | FMDE | $27.95M | 0.48% | 360,270 NS | $5.88B | FIGI |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | VV | $27.91M | 0.04% | 359,737 NS | $64.18B | FIGI |
| VANGUARD EQUITY INCOME FUND VANGUARD FENWAY FUNDS | — | $26.63M | 0.04% | 343,235 NS | $62.55B | FIGI |
| Bahl & Gaynor Small/Mid Cap Income Growth ETF ETF Series Solutions | SMIG | $25.03M | 2.02% | 322,675 NS | $1.24B | FIGI |
| iShares U.S. Infrastructure ETF iShares Trust | IFRA | $23.66M | 0.64% | 304,943 NS | $3.70B | FIGI |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | — | $22.22M | 2.05% | 286,465 NS | $1.09B | FIGI |
| BlackRock Enhanced Global Dividend Trust — | — | $21.43M | 3.14% | 276,198 NS | $681.94M | FIGI |
| S&P 500 Index Master Portfolio Master Investment Portfolio | — | $21.21M | 0.04% | 273,405 NS | $51.91B | FIGI |
| iShares Core S&P U.S. Value ETF iShares Trust | IUSV | $20.07M | 0.08% | 258,759 NS | $24.08B | FIGI |
| MFS Massachusetts Investors Growth Stock Port… MFS VARIABLE INSURANCE TRUST II | — | $19.33M | 2.33% | 249,163 NS | $829.62M | FIGI |
| JNL/MFS Mid Cap Value Fund JNL Series Trust | — | $19.28M | 1.04% | 248,479 NS | $1.85B | FIGI |
| iShares Russell 1000 ETF iShares Trust | IWB | $16.54M | 0.04% | 213,257 NS | $42.78B | FIGI |