Skip to main content

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.

Other share classesCMSACMSCCMSDCMS.PC

Holders of 5% or more of CMS

Holders whose latest Schedule 13D or 13G filing reports 5% or more of CMS Energy Corp, largest stake first. The change is against the holder's previous filing.

Holders of 5% or more of CMS
HolderLatest formStakeChangeFirst filedLatest filingFiling
BlackRock, Inc.13G/A8.80%26.4M shares–Apr 17, 20251 filingApr 17, 2025SEC
Vanguard Capital Management LLC13G7.50%23.1M sharesNewApr 29, 20261 filingApr 29, 2026SEC
Vanguard Portfolio Management LLC13G6.11%18.8M sharesNewApr 29, 20261 filingApr 29, 2026SEC
JPMorgan Chase & Co13G/A5.00%15.5M shares0.00 ppfrom 5.00%Jan 20, 20218 filingsMay 12, 2026SEC

Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.

13D and 13G filings

29 Schedule 13D and 13G filings on CMS Energy Corp, newest first, including old-format filings without a stake.

Schedule 13D and 13G filings on CMS
Filed (ET)FilerFormStakeChangeEvent dateFiling
May 12, 20269:12 AM ETJPMorgan Chase & Co13G/A5.00%15.5M shares0.00 ppfrom 5.00%Mar 31, 2026SEC
May 4, 20268:17 AM ETJPMorgan Chase & Co13G/A5.00%15.5M shares−1.10 ppfrom 6.10%Mar 31, 2026SEC
Apr 29, 20265:51 PM ETVanguard Capital Management LLC13G7.50%23.1M sharesNewMar 31, 2026SEC
Apr 29, 202612:23 PM ETVanguard Portfolio Management LLC13G6.11%18.8M sharesNewMar 31, 2026SEC
Mar 26, 20265:15 PM ETVanguard Group Inc13G/A0.00%0 shares–Below 5%Mar 13, 2026SEC
Oct 24, 20251:32 PM ETJPMorgan Chase & Co13G/A6.10%18.4M shares–Sep 30, 2025SEC
Aug 14, 20251:07 PM ETPrice T Rowe Associates Inc13G/A2.30%6.97M shares−3.20 ppfrom 5.50%Below 5%Jun 30, 2025SEC
May 14, 202510:45 AM ETPrice T Rowe Associates Inc13G5.50%16.6M shares–Mar 31, 2025SEC
Apr 17, 20259:35 AM ETBlackRock, Inc.13G/A8.80%26.4M shares–Mar 31, 2025SEC
Oct 17, 2024JPMorgan Chase & Co13G/AOld format–––SEC
Feb 13, 2024Vanguard Group Inc13G/AOld format–––SEC
Jan 25, 2024State Street Corp13G/AOld format–––SEC
Jan 16, 2024JPMorgan Chase & Co13G/AOld format–––SEC
Jan 8, 20244:35 PM ETBlackRock Inc.13G/AOld format–––SEC
Feb 14, 2023Price T Rowe Associates Inc13G/AOld format–––SEC
Feb 9, 2023Vanguard Group Inc13G/AOld format–––SEC
Feb 6, 2023State Street Corp13G/AOld format–––SEC
Jan 24, 20231:56 PM ETBlackRock Inc.13G/AOld format–––SEC
Jan 18, 2023JPMorgan Chase & Co13G/AOld format–––SEC
Feb 14, 2022Price T Rowe Associates Inc13GOld format–New–SEC
Feb 10, 2022State Street Corp13G/AOld format–––SEC
Feb 9, 2022Vanguard Group Inc13G/AOld format–––SEC
Feb 1, 20225:14 PM ETBlackRock Inc.13G/AOld format–––SEC
Jan 7, 2022JPMorgan Chase & Co13G/AOld format–––SEC
Feb 16, 2021Capital World Investors13G/AOld format–––SEC
Feb 10, 2021Vanguard Group Inc13G/AOld format–––SEC
Feb 8, 2021State Street Corp13GOld format–New–SEC
Jan 28, 20215:55 PM ETBlackRock Inc.13G/AOld format–––SEC
Jan 20, 2021JPMorgan Chase & Co13G/AOld format–––SEC

Form 144: proposed insider sales

26 notices from officers, directors and other affiliates planning to sell CMS Energy Corp shares, newest first.

Form 144 notices for CMS
Filed (ET)SellerShares to sellMarket valuePlanned saleBrokerFiling
May 26, 20265:12 PM ETAmendedHofmeister Brandon J.Officer3.00K$222.9KMay 26, 2026Fidelity Brokerage Services LLCSEC
Mar 2, 20263:46 PM ETMcIntosh Scott BOfficer1.75K$136.9KMar 2, 2026Fidelity Brokerage Services LLCSEC
Feb 27, 20261:27 PM ETHofmeister Brandon J.Officer4.00K$312.9KFeb 27, 2026Fidelity Brokerage Services LLCSEC
Feb 20, 202612:12 PM ETJohn G RussellDirector14.9K$1.13MFeb 20, 2026Merrill, Lynch, Pierce, Fenner and SmithSEC
Nov 3, 20253:41 PM ETHofmeister Brandon J.Officer4.00K$289.9KNov 3, 2025Fidelity Brokerage Services LLCSEC
Sep 2, 202510:25 AM ETSnyder Lauren YOfficer2.22K$162.2KSep 2, 2025Wells Fargo SecuritiesSEC
Aug 8, 20256:02 PM ETAmendedHofmeister Brandon J.Officer2.00K$147.2KAug 8, 2025Fidelity Brokerage Services LLCSEC
May 6, 20255:12 PM ETHofmeister Brandon J.Officer2.20K$161.3KMay 6, 2025Charles Schwab CorporationSEC
Mar 3, 202511:10 AM ETHofmeister Brandon J.Officer2.00K$147.3KMar 3, 2025Charles Schwab CorporationSEC
Feb 19, 202510:40 AM ETWright LauraDirector2.50K$174.6KFeb 19, 2025Fidelity Brokerage Services LLCSEC
Feb 14, 202512:18 PM ETAmendedMcIntosh Scott BOfficer6.70K$467.4KFeb 13, 2025Fidelity Brokerage Services LLCSEC
Dec 12, 20242:26 PM ETHofmeister Brandon J.Officer2.00K$134.6KDec 12, 2024Charles Schwab CorporationSEC
Nov 18, 20244:57 PM ETMcIntosh Scott BOfficer936$64.5KNov 20, 2024Jack V. Butterfield Investment CompanySEC
Nov 18, 20243:53 PM ETJack V Butterfield Investment CoOfficer936$64.1KNov 20, 2024Jack V.Butterfield Investment CompanySEC
Sep 4, 20243:00 PM ETHofmeister Brandon J.Officer2.00K$137.8KSep 4, 2024Charles Schwab CorporationSEC
Aug 1, 20242:01 PM ETRich Brian FOfficer4.00K$264.0KAug 1, 2024Ameriprise FinancialSEC
Jun 13, 202411:25 AM ETHofmeister Brandon J.Officer1.67K$99.4KJun 13, 2024The Charles Schwab CorporationSEC
Jun 5, 202411:50 AM ETBarfield Jon EDirector2.36K$146.5KJun 5, 2024Charles Schwab CorporationSEC
May 2, 20243:34 PM ETRich Brian FOfficer2.00K$122.2KMay 2, 2024Ameriprise FinancialSEC
Feb 23, 202410:05 AM ETHofmeister Brandon J.Officer3.50K$200.0KFeb 23, 2024Charles Schwab & Co., Inc.SEC
Dec 7, 20232:23 PM ETHofmeister Brandon J.Officer1.00K$58.0KDec 7, 2023Charles Schwab CorporationSEC
Nov 8, 202311:41 AM ETRich Brian FOfficer5.00K$274.5KNov 8, 2023Ameriprise FinancialSEC
Nov 2, 20234:58 PM ETRussell John GDirector19.0K$1.05MNov 2, 2023Merrill Lynch, Pierce, Fenner & SmithSEC
Sep 13, 202311:20 AM ETHofmeister Brandon J.Officer1.67K$93.8KSep 13, 2023Charles Schwab CorporationSEC
Aug 14, 20231:42 PM ETBarfield Jon EDirector2.35K$134.0KAug 14, 2023Charles Schwab CorporationSEC

Showing the latest 25. See the CMS notices from the last 12 months