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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

CMS Energy Corporation (CMS)

NYSE - NYSE Delayed price. Currency in USD

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60.28

+0.33

(+0.55%)

At close: 04:00PM EDT

60.28

0.00

(0.00%)

After hours:

06:02PM EDT

Major holders

Currency in USD

0.48%	% of shares held by all insiders
95.98%	% of shares held by institutions
96.45%	% of float held by institutions
925	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
Vanguard Group Inc	37,037,011	30 Dec 2023	12.40%	2,232,590,977
Blackrock Inc.	29,300,865	30 Dec 2023	9.81%	1,766,256,106
JP Morgan Chase & Company	19,876,893	30 Dec 2023	6.66%	1,198,179,085
State Street Corporation	17,190,926	30 Dec 2023	5.76%	1,036,268,998
Geode Capital Management, LLC	6,778,825	30 Dec 2023	2.27%	408,627,562
Morgan Stanley	6,678,945	30 Dec 2023	2.24%	402,606,796
Ameriprise Financial, Inc.	6,660,764	30 Dec 2023	2.23%	401,510,845
Capital International Investors	6,208,876	30 Dec 2023	2.08%	374,271,037
Wells Fargo & Company	5,899,862	30 Dec 2023	1.98%	355,643,674
Capital Research Global Investors	5,593,539	30 Dec 2023	1.87%	337,178,524

Holder	Shares	Date reported	% out	Value
Vanguard Total Stock Market Index Fund	9,144,871	30 Dec 2023	3.06%	551,252,812
Vanguard 500 Index Fund	7,124,209	30 Dec 2023	2.39%	429,447,309
Vanguard Mid-Cap Index Fund	6,541,403	30 Dec 2023	2.19%	394,315,764
JP Morgan Equity Income Fund	5,111,961	30 Dec 2023	1.71%	308,149,002
Select Sector SPDR Fund-Utilities	3,910,051	28 Feb 2024	1.31%	235,697,869
JP Morgan Mid Cap Value Fund	3,596,554	30 Dec 2023	1.20%	216,800,270
Fidelity 500 Index Fund	3,499,258	28 Feb 2024	1.17%	210,935,267
SPDR S&P 500 ETF Trust	3,430,358	28 Feb 2024	1.15%	206,781,976
Fundamental Investors Inc	3,403,704	30 Mar 2024	1.14%	205,175,272
iShares Select Dividend ETF	3,209,262	28 Feb 2024	1.07%	193,454,309