Which New Zealand managed funds hold Cms Energy Corp?

21 New Zealand managed funds hold Cms Energy Corp as a direct holding, across 7 fund managers. Weights range from 0.000% to 4.06% of each fund's net assets. Source: FMA Disclose full portfolio holdings. Funds holding Cms Energy Corp indirectly through an underlying fund or ETF are not counted, so this is a floor rather than a total.

Which NZ fund has the largest holding in Cms Energy Corp?

Mercer Global Listed Infrastructure Fund has the largest direct holding at 4.06% of its net assets, as filed with the FMA.

Direct holding

Which NZ managed funds hold Cms Energy Corp?

21 funds hold Cms Energy Corp directly, across 7 managers. Weights are the percentage of each fund's net assets, as filed with the FMA.

FMA Disclose — full portfolio holdings

Direct holdings only. Funds that hold Cms Energy Corp indirectly — through an underlying fund, trust or ETF — are not listed here. Disclose filings do not distinguish a wrapper from a security, so this page cannot see through one. It is a floor, not a total.

Fund	Manager	% of fund
Mercer Global Listed Infrastructure Fund	Mercer	4.06%
Fisher Funds Growth Fund	Fisher Funds	0.300%
Fisher Funds Conservative Fund	Fisher Funds	0.280%
Mercer Income Generator Fund	Mercer	0.210%
Mercer Responsible Balanced Fund	Mercer	0.080%
ANZ Investments OneAnswer International Share Fund	ANZ Investments	0.040%
Kernel S&P 500 (Unhedged) Fund	Kernel	0.040%
Kernel S&P 500 (NZD Hedged) Fund	Kernel	0.040%
ANZ Investments OneAnswer Growth Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer High Growth Fund	ANZ Investments	0.030%
ANZ Investments OneAnswer Balanced Growth Fund	ANZ Investments	0.020%
Mercer All Country Global Shares Index Fund	Mercer	0.020%
ANZ Investments OneAnswer Balanced Fund	ANZ Investments	0.020%
Harbour Balanced Growth Fund	Harbour	0.010%
Mercer Global Shares Fund	Mercer	0.010%
Booster Shielded Growth Fund	Booster	0.010%
Kernel High Growth Fund	Kernel	0.010%
ANZ Investments OneAnswer Conservative Fund	ANZ Investments	0.010%
ANZ Investments OneAnswer Conservative Balanced Fund	ANZ Investments	0.010%
Generate Focused Growth Managed Fund	GGenerate	0.000%
Kernel Balanced Fund	Kernel	0.000%

Funds holding Cms Energy Corp usually also hold

Companies that appear alongside Cms Energy Corp in the same funds' filings.

How this security was matched

Disclose filings carry no security code, so managers spell the same holding differently. These 5 spellings were treated as Cms Energy Corp — shown so you can check the grouping rather than take it on trust.

CMS ENERGY CORP
CMS Energy Corp
CMS Energy Corporation
Cms Energy Corp
Cms Energy Ord Shs

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