Welcome to our dedicated page for CMS ENERGY SEC filings (Ticker: CMS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for CMS Energy Corporation (NYSE: CMS) and, where applicable, its principal subsidiary, Consumers Energy Company. As a Michigan-based energy company in the utilities sector with listed common stock, junior subordinated notes and preferred securities, CMS Energy regularly files reports and current disclosures that describe its financial condition, capital structure and material corporate events.
Investors can review Form 10-K annual reports and Form 10-Q quarterly reports for detailed information on CMS Energy's regulated utility operations through Consumers Energy, its independent power generation businesses and its overall financial performance. These filings typically include discussions of operating revenue, operating income, net income attributable to CMS Energy, cash flows, capitalization and risk factors, as well as explanations of non-GAAP measures such as adjusted earnings that the company uses to evaluate present operating performance.
Form 8-K current reports are particularly important for tracking material events at CMS Energy and Consumers Energy. Recent 8-K filings have disclosed quarterly financial results, the launch and completion of a private placement of 3.125% Convertible Senior Notes due 2031, amendments and restatements of revolving credit facilities for both CMS Energy and Consumers Energy, and tender offers for certain Consumers Energy first mortgage bonds. These reports provide timely insight into new debt issuances, changes in credit arrangements, earnings announcements and other significant developments.
For those monitoring the company's capital structure and securities, the filings also describe listed instruments such as CMS Energy's junior subordinated notes, depositary shares representing interests in its 4.200% Cumulative Redeemable Perpetual Preferred Stock, Series C, and Consumers Energy's cumulative preferred stock. Forms 3, 4 and 5, when available, can be used to examine insider transactions and ownership changes in CMS Energy securities.
On Stock Titan, SEC filings are updated as they become available from EDGAR, and AI-powered tools can help summarize lengthy documents like 10-Ks and 10-Qs, highlight key terms in 8-Ks and make complex capital markets disclosures easier to understand. Users can quickly see which filings relate to earnings releases, credit facility amendments, convertible note offerings or other specific topics and use AI-generated overviews to focus on the sections most relevant to their analysis of CMS Energy and Consumers Energy.
Consumers Energy Company has issued and sold $850,000,000 principal amount of 5.125% First Mortgage Bonds due 2036. The bonds were issued under an existing Form S-3 shelf registration and related prospectus supplements and free writing prospectus.
Consumers plans to use the net proceeds for general corporate purposes. Estimated offering expenses total $1,684,768, including SEC registration fees, legal and accounting services, trustee costs, rating agency fees, and printing and miscellaneous expenses.
JPMorgan Chase & Co. reported beneficial ownership of 15,469,213 shares of CMS ENERGY CORPORATION common stock, representing 5.0% of the class as of 03/31/2026. The filing lists voting and dispositive powers by JPMorgan entities and is signed on 05/04/2026.
Consumers Energy Company filed a preliminary prospectus supplement for a proposed series of First Mortgage Bonds to be issued under its existing Mortgage Indenture. The supplement sets out customary terms including semi-annual interest, optional redemption features and a Tax Credit Event redemption at 101% if triggered.
The company states net proceeds are expected to be used to redeem its 5.24% First Mortgage Bonds due May 15, 2026 (of which $115,000,000 was outstanding as of March 31, 2026) and for general corporate purposes including repayment of short-term debt. As of March 31, 2026, Consumers had approximately $12.5 billion of first mortgage bonds outstanding and reported $14.549 billion of unfunded net property additions (permitting up to $8.729 billion of additional first mortgage bonds based on those additions).
CMS Energy Corp: Vanguard Capital Management reports beneficial ownership of 23,113,756 shares, representing 7.50% of Common Stock as of 03/31/2026.
The filing states Vanguard Capital Management has sole dispositive power over 23,113,756 shares and sole voting power for 3,236,459 shares. The Schedule 13G is signed by Ashley Grim, Head of Global Fund Administration, dated 04/29/2026.
CMS Energy Corp ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 18,830,275 shares of Common Stock, representing 6.11% of the class. The filing states sole dispositive power over 18,830,275 shares and sole voting power for 36,930 shares.
The Schedule 13G notes this position is held on behalf of Vanguard-managed funds and accounts, and the statement is signed by Ashley Grim, Head of Global Fund Administration.
CMS Energy, parent of Consumers Energy and NorthStar Clean Energy, reported stronger quarterly results while advancing a large clean‑energy and infrastructure investment plan. Net income available to common stockholders rose to $338 million for the three months ended March 31, 2026, up from $302 million a year earlier, and diluted EPS increased from $1.01 to $1.10.
Growth was driven mainly by electric and gas rate increases and sharply improved results at NorthStar Clean Energy, whose net income shifted from a $18 million loss to $41 million profit on new renewable projects. These gains were partly offset by higher service restoration costs, depreciation, property taxes, IT spending tied to ERP implementation, and interest expense.
Consumers plans about $24.1 billion of capital spending through 2030, including $8.8 billion for electric generation and significant electric and gas infrastructure upgrades, supporting expected rate‑base growth of more than 8 percent annually. A 2025 electric rate case produced a $277 million annual increase effective May 2026, and a separate gas case seeks a $240 million hike. The company is executing Michigan’s 2023 Energy Law requirements, retiring coal, expanding solar, wind, storage and gas generation, and targeting 60‑percent renewable energy by 2035 and 100‑percent clean energy by 2040.
CMS Energy Corporation reported solid first quarter 2026 results and reaffirmed its full-year outlook. Diluted earnings per share were $1.10, up from $1.01 in 2025, while adjusted earnings per share were $1.13 versus $1.02 a year earlier.
Operating revenue for the quarter was $2,730 million, compared with $2,447 million in the prior-year quarter. Net income available to common stockholders rose to $338 million from $302 million, and adjusted net income reached $346 million versus $304 million.
The company reaffirmed its 2026 adjusted earnings guidance of $3.83 to $3.90 per share and its long-term adjusted EPS growth target of 6 to 8 percent. Management emphasizes adjusted earnings, which exclude items such as asset sales, impairments, restructuring costs and certain mark-to-market changes, as a key measure of ongoing performance.
CMS Energy Corp VP, Controller and CAO Scott B. McIntosh reported routine equity compensation activity in company common stock. He acquired 1,028 shares at no cost as a performance-based stock award after CMS exceeded criteria set under a 2023 Restricted Stock Award.
On the same date, 1,197 shares of common stock were disposed of at $76.33 per share to cover tax obligations, a tax-withholding disposition rather than an open-market sale. After these transactions, McIntosh directly holds 24,054 CMS common shares, reflecting a modest net reduction driven by tax withholding tied to compensation.
CMS Energy Corp Senior Vice President Lauren Y. Snyder received a grant of 674 shares of Common Stock on March 26, 2026 as a performance-based Restricted Stock Award under the 2023 plan. On the same date, 574 shares were withheld at $76.33 per share to cover tax obligations. After these entries and 70 additional shares from dividend reinvestment, she directly holds 16,596 CMS shares.
CMS Energy Executive Vice President & COO Tonya L. Berry reported routine equity compensation activity involving CMS Energy common stock. She received a grant of 2,021 shares at no cost, tied to CMS exceeding performance criteria under a 2023 restricted stock award.
On the same date, 2,642 shares were withheld at a price of $76.33 per share to cover tax obligations, rather than sold on the open market. After these transactions and dividend-related adjustments, she directly holds 70,105 CMS shares.