CMS Energy Corp
CMS- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000811156
No open-market purchases or sales by CMS Energy Corp insiders were filed in the last 90 days; 824 institutions reported holding it in 13F filings for Q2 2026, worth $24.2B in total; Soros Fund Management is the only superinvestor holding it.
Key figures
- Market capClose on Nov 9, 2026
- $21.8B
- Insider buysOpen market, last 90 days
- 0
- Insider sellsOpen market, last 90 days
- 0
- 13F holdersQ2 2026, +24 vs. previous quarter
- 824
- 13F valueReported value at the end of Q2 2026
- $24.2B
- Superinvestors holdingAt the end of Q2 2026
- 1
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $8.54B
- +13.6% year over year
- Net income, FY2025
- $1.07B
- +6.8% year over year
- Free cash flow, FY2025
- –
- No comparable prior period
- Revenue, Q2 FY2026
- $1.83B
- −0.5% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Short interest
See short dataFrom FINRA, settlement date Oct 15, 2026.
- Short interest
- 18.3M
- Shares sold short
- Change
- +941.6K
- +5.4% vs. previous
- Days to cover
- 4.43
- At average daily volume
Superinvestors holding CMS, Q2 2026
Go to the superinvestors tab1 superinvestor reports holding CMS Energy Corp on Form 13F. Percentages are the stock's share of each portfolio.
Soros Fund Management
George Soros
1.0%
CMS Energy Corp's share of the portfolio
- Shares
- 970,362
- Value
- $74.2M
Latest insider trades
See all insider tradesOpen-market purchases and sales by CMS Energy Corp insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Aug 3, 2026 (view filing)12:07 PM ET | Jul 31 | 3 days | Maddipati SrikanthEVP/CFO | PPurchase | +200 | $72.46 | +$14.5K | +0.6%34.9K after | |
| May 27, 2026 (view filing) | May 26 | 1 day | Hofmeister Brandon J.Senior Vice President | SSale | −3.00K | $74.31 | −$222.9K | −4.3%67.1K after | |
| Mar 4, 2026 (view filing) | Mar 2 | 2 days | McIntosh Scott BVP, Controller, CAO | SSale | −1.75K | $78.21 | −$136.9K | −6.7%24.2K after | |
| Mar 2, 2026 (view filing) | Feb 27 | 3 days | Hofmeister Brandon J.Senior Vice President | SSale | −4.00K | $78.24 | −$313.0K | −5.4%70.7K after | |
| Feb 27, 2026 (view filing) | Feb 25 | 2 days | Leopold DianeDirector | PPurchase | +2.00K | $76.70 | +$153.4K | +260.1%2.77K after | |
| Feb 23, 2026 (view filing) | Feb 20 | 3 days | Russell John GDirector | SSale | −14.9K | $75.76 | −$1.13M | −10.2%131.6K after | |
| Nov 4, 2025 (view filing) | Nov 3 | 1 day | Hofmeister Brandon J.Senior Vice President | SSale | −4.00K | $72.47 | −$289.9K | −5.8%64.5K after | 2 lots |
| Sep 8, 2025 (view filing) | Sep 5 | 3 days | Snyder Lauren YSenior Vice President | SSale | −2.22K | $71.26 | −$158.2K | −14.1%13.5K after | |
| Aug 12, 2025 (view filing) | Aug 8 | 4 days | Hofmeister Brandon J.Senior Vice President | SSale | −2.00K | $73.62 | −$147.2K | −2.9%68.0K after | |
| May 8, 2025 (view filing) | May 6 | 2 days | Hofmeister Brandon J.Senior Vice President | SSale | −2.20K | $73.61 | −$161.8K | −3.1%69.6K after |
Top 10 13F holders, Q2 2026
See all 824 holdersThe largest institutional positions in CMS Energy Corp at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,068,880 | $2.53B | 0.04% | −494,694−1.5% | Reduced |
| Vanguard Capital Management LLC | 20,166,948 | $1.54B | 0.03% | +289,651+1.5% | Added |
| Vanguard Portfolio Management LLC | 19,050,893 | $1.46B | 0.07% | +257,548+1.4% | Added |
| State Street Corp | 17,705,946 | $1.35B | 0.04% | −393,087−2.2% | Reduced |
| JPMorgan Chase & Co | 16,409,389 | $1.28B | 0.07% | +569,705+3.6% | Added |
| Wellington Management Group LLP | 12,158,296 | $930.1M | 0.16% | +5,502,352+82.7% | Added |
| Geode Capital Management, LLC | 8,740,533 | $666.1M | 0.04% | +212,380+2.5% | Added |
| Deutsche Bank AG | 8,082,021 | $618.3M | 0.18% | +336,707+4.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,882,550 | $603.0M | 0.47% | −252,677−3.1% | Reduced |
| Invesco Ltd. | 7,616,465 | $582.7M | 0.05% | −28,732−0.4% | Reduced |
Holders of 5% or more of CMS
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of CMS Energy Corp.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 13G/A | 8.80%26.4M shares | – | Apr 17, 20251 filing | Apr 17, 2025 | SEC |
| Vanguard Capital Management LLC | 13G | 7.50%23.1M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 6.11%18.8M shares | New | Apr 29, 20261 filing | Apr 29, 2026 | SEC |
| JPMorgan Chase & Co | 13G/A | 5.00%15.5M shares | 0.00 ppfrom 5.00% | Jan 20, 20218 filings | May 12, 2026 | SEC |
Politician trades
All politician trades in CMS6 members of Congress reported 12 trades in CMS Energy Corp since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Aug 5, 2026 |  Julie Johnson House · TX | Buy | $1K-$15K |
| Aug 5, 2026 | Julie Johnson House · TX | Sell | $1K-$15K |
| Jan 15, 2026 | Julie Johnson House · TX | Sell | $1K-$15K |
| Jan 15, 2026 | Julie Johnson House · TX | Sell | $1K-$15K |
| Dec 11, 2025 | Julie Johnson House · TX | Sell (partial) | $1K-$15K |
House · TX · Aug 5, 2026
Buy$1K-$15K
House · TX · Aug 5, 2026
Sell$1K-$15K
House · TX · Jan 15, 2026
Sell$1K-$15K
House · TX · Jan 15, 2026
Sell$1K-$15K
House · TX · Dec 11, 2025
Sell (partial)$1K-$15K