Welcome to our dedicated page for Cms Energy SEC filings (Ticker: CMSD), 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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Cms Energy's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Cms Energy's regulatory disclosures and financial reporting.
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.
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.
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: 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 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, 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 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 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 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.
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.
CMS Energy Executive Vice President & CLO Shaun M. Johnson reported routine equity compensation and related tax withholding in company stock. He received 3,284 shares of Common Stock at no cost as a performance-based Restricted Stock Award tied to 2023 criteria under the CMS Performance Incentive Stock Plan.
To cover tax obligations, 4,311 shares of Common Stock were disposed of through share withholding at $76.33 per share, a non-market transaction. Footnotes state his total holdings also reflect 458 additional shares from dividend reinvestment or equivalents under the same plan, resulting in 109,325 shares of Common Stock held directly after these updates.
CMS Energy Executive Vice President & CLO Shaun M. Johnson reported routine equity compensation and related tax withholding in company stock. He received 3,284 shares of Common Stock at no cost as a performance-based Restricted Stock Award tied to 2023 criteria under the CMS Performance Incentive Stock Plan.
To cover tax obligations, 4,311 shares of Common Stock were disposed of through share withholding at $76.33 per share, a non-market transaction. Footnotes state his total holdings also reflect 458 additional shares from dividend reinvestment or equivalents under the same plan, resulting in 109,325 shares of Common Stock held directly after these updates.
CMS Energy Senior Vice President Brandon J. Hofmeister received 2,863 shares of Common Stock as a performance-based restricted stock award on March 26, 2026, after CMS exceeded criteria set under a 2023 Restricted Stock Award. These shares were granted at $0.00 per share as equity compensation.
On the same date, 3,759 shares of Common Stock were disposed of at $76.33 per share solely to satisfy tax obligations related to equity awards, not as an open‑market sale. Following these transactions, he directly holds 70,111 shares and indirectly holds 3 shares in custodial accounts for children.
CMS Energy Senior Vice President Brandon J. Hofmeister received 2,863 shares of Common Stock as a performance-based restricted stock award on March 26, 2026, after CMS exceeded criteria set under a 2023 Restricted Stock Award. These shares were granted at $0.00 per share as equity compensation.
On the same date, 3,759 shares of Common Stock were disposed of at $76.33 per share solely to satisfy tax obligations related to equity awards, not as an open‑market sale. Following these transactions, he directly holds 70,111 shares and indirectly holds 3 shares in custodial accounts for children.
CMS Energy EVP and CFO Rejji P. Hayes reported routine equity compensation activity. He received a grant of 6,316 shares of Common Stock at $0.00 per share after CMS exceeded performance criteria under a 2023 Restricted Stock Award. On the same date, 8,290 shares at $76.33 per share were withheld to cover tax liabilities tied to restricted stock awards, a non-market disposition rather than an open-market sale. Following these transactions and an adjustment of 784 shares from dividend reinvestment equivalents, he directly holds 268,535 CMS shares.
CMS Energy EVP and CFO Rejji P. Hayes reported routine equity compensation activity. He received a grant of 6,316 shares of Common Stock at $0.00 per share after CMS exceeded performance criteria under a 2023 Restricted Stock Award. On the same date, 8,290 shares at $76.33 per share were withheld to cover tax liabilities tied to restricted stock awards, a non-market disposition rather than an open-market sale. Following these transactions and an adjustment of 784 shares from dividend reinvestment equivalents, he directly holds 268,535 CMS shares.