Company Analysis

CMS Energy Corporation (CMS)

NYSE: CMS · Electric & Other Services Combined · Jackson, MI · filing with the SEC since 1994
Grade5.2
◀ Past 5.1● Present 5.5▶ Future 4.9

Who owns CMS Energy Corporation

As filed with the SEC
Holders of 5% or more
4
Blackrock, Inc. holds 8.8% of Common Stock, as its SCHEDULE 13G/A filed Apr 17, 2025 says.
Directors and officers
19
report now, of 37 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
8.8%
Vanguard Capital Management
7.5%
Vanguard Portfolio Management
6.11%
JPMorgan Chase & Co.
SCHEDULE 13G/A · filed May 12, 2026 · Common Stock, $0.01 par value · 5% in May 4, 2026
5%
T. Rowe Price Associates, Inc.
SCHEDULE 13G/A · filed Aug 14, 2025 · COMMON STOCK · reported falling below 5%, from 5.5% in May 14, 2025
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
under 5%
What CMS reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Consumers Energy Company
An entity · legal entity · owns, named in the 10-K filed Feb 10, 2026
Delta Solar Equity Holdings
An investee · investee · invested in, named in the 10-K filed Feb 10, 2026
NWO Wind Equity Holdings
An investee · investee · invested in, named in the 10-K filed Feb 10, 2026

112 subsidiaries in 2 countries, from the list filed with the 10-K filed Feb 10, 2026.

Insider tradesForm 4
6sales
2purchases
0sales on a scheduled plan
3people selling
$2.1Msold, in dollars
$200,000bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window5 of 37 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Russell John GPresident and CEO1$1.1M00$0
Hofmeister Brandon J.Senior Vice President4$800,00000$0
Mcintosh Scott BVP, Controller, CAO1$100,00000$0
Maddipati SrikanthEVP/CFO0$001$0
Leopold Dianedirector0$001$200,000
SI Assistanton CMS · research, not advice