Insider and congress filings

CMS Energy Corporation (CMS)

NYSE · Utilities · 379 insider transactions · 26 congress trades · last filed 3 months agoS&P 500

10
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
2 buys·8 sells
Purchases and sales in the filings shown
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About CMS Energy Corporation

from the company's filings and listing, as of Oct 23, 2026
Exchange
NYSE
Sector
Utilities
Industry
Regulated Electric
Chief executive
Garrick J. Rochow
Employees
8,350
Listed since
-
Market value
$22.0B
Price to earnings (12 mo)
20.8
Net income per share, as reported (12 mo)
$3.41
Dividend yield
3.20%

www.cmsenergy.com

Earnings

6 reported quarters · next on Oct 27, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 28, 2026$0.37$0.36$1.8B$1.9BEPS beat, GAAPRevenue miss
Q1 FY2026reported Apr 28, 2026$1.13$1.10$2.7B$2.5BEPS beatRevenue beat
Q4 FY2025reported Feb 5, 2026$0.95$0.93$2.2B$1.9BEPS beatRevenue beat
Q3 FY2025reported Oct 30, 2025$0.93$0.86$2.0B$1.8BEPS beat, GAAPRevenue beat
Q2 FY2025reported Jul 31, 2025$0.71$0.68$1.8B$1.7BEPS beatRevenue beat
Q1 FY2025reported Apr 24, 2025$1.02$1.01$2.4B$2.2BEPS in line, GAAPRevenue beat

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$2.5B33,068,880-1.5%11.00%
Vanguard Capital Management LLC$1.5B20,166,948+1.5%6.71%
Vanguard Portfolio Management LLC$1.5B19,050,893+1.4%6.34%
State Street Corp$1.4B17,705,946-2.2%5.89%
JPMorgan Chase & Co.$1.3B16,409,389+3.6%5.46%
Wellington Management Group LLP$930.1M12,158,296+82.7%4.05%
Geode Capital Management, LLC$666.1M8,740,533+2.5%2.91%
Deutsche Bank AG$618.3M8,082,021+4.3%2.69%
DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$603.0M7,882,550-3.1%2.62%
Invesco Ltd.$582.7M7,616,465-0.4%2.53%
Massachusetts Financial Services Co$576.0M7,242,159-5.1%2.41%
Victory Capital Management Inc$504.6M6,595,840-3.6%2.19%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding CMS

2 managers
ManagerValueSharesShare of book
Soroban Capital Partners$81.0M1,058,7810.2%
George SorosSoros Fund Management$74.2M970,3620.9%

2 of the 97 fund managers we track list CMS shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

Know when the next CMS filing is reported.

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Open-market insider trades

10 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Srikanth MaddipatiEVP/CFOBought200$72.45$14KJul 31, 2026filed Aug 3, 20261d
Brandon J. HofmeisterSenior Vice PresidentSold3,000$74.31$223KMay 26, 2026filed May 27, 20261d
Scott B. McIntoshVP, Controller, CAOSold1,750$78.20$137KMar 2, 2026filed Mar 4, 20262d
Brandon J. HofmeisterSenior Vice PresidentSold4,000$78.23$313KFeb 27, 2026filed Mar 2, 20261d
Diane LeopoldDirectorBought2,000$76.70$153KFeb 25, 2026filed Feb 27, 20262d
John G. RussellDirectorSold14,914$75.75$1.1MFeb 20, 2026filed Feb 23, 20261d
Brandon J. HofmeisterSenior Vice PresidentSold · 2 lines4,000$72.47$290KNov 3, 2025filed Nov 4, 20251d
Lauren Y. SnyderSenior Vice PresidentSold2,220$71.26$158KSep 5, 2025filed Sep 8, 20251d
Brandon J. HofmeisterSenior Vice PresidentSold2,000$73.62$147KAug 8, 2025filed Aug 12, 20252d
Brandon J. HofmeisterSenior Vice PresidentSold2,198$73.61$162KMay 6, 2025filed May 8, 20252d

One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.

Other Form 4 activity (20)
InsiderEventSharesDate
Srikanth MaddipatiEVP/CFOStock award10,184Jun 15, 2026
Deborah H. ButlerDirectorStock award2,411May 8, 2026
Diane LeopoldDirectorStock award2,411May 8, 2026
Ralph IzzoDirectorStock award2,411May 8, 2026
Suzanne F. ShankDirectorStock award2,411May 8, 2026
Myrna SotoDirectorStock award2,411May 8, 2026
John G. SznewajsDirectorStock award2,411May 8, 2026
Richard Patrick KeyesDirectorStock award2,411May 8, 2026
John G. RussellDirectorStock award2,411May 8, 2026
Ronald J. TanskiDirectorStock award2,411May 8, 2026
Laura WrightDirectorStock award2,411May 8, 2026
Garrick J. RochowPresident and CEOTax withholding25,833Mar 26, 2026
Garrick J. RochowPresident and CEOStock award19,681Mar 26, 2026
Rejji P. HayesEVP/CFOTax withholding8,290Mar 26, 2026
Rejji P. HayesEVP/CFOStock award6,316Mar 26, 2026
Brandon J. HofmeisterSenior Vice PresidentTax withholding3,759Mar 26, 2026
Brandon J. HofmeisterSenior Vice PresidentStock award2,863Mar 26, 2026
Shaun M. JohnsonExecutive Vice President & CLOTax withholding4,311Mar 26, 2026
Shaun M. JohnsonExecutive Vice President & CLOStock award3,284Mar 26, 2026
Tonya L. BerryExecutive Vice President & COOTax withholding2,642Mar 26, 2026

Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.

Congress trades in CMS

20 disclosures of 26 on record · median 28d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Julie JohnsonJointFiled lateStockSale$1,001 - $15,000-1.3%After the saleS&P 500 +11.1% · -12.5 pts vs S&P 500Dec 8, 2025Aug 5, 2026240d
Ro KhannaStockSale$1,001 - $15,000-1.9%After the saleS&P 500 +9.5% · -11.3 pts vs S&P 500Jan 29, 2026Feb 6, 20268d
Julie JohnsonJointStockSale$1,001 - $15,000-1.2%After the saleS&P 500 +11.2% · -12.4 pts vs S&P 500Dec 9, 2025Jan 15, 202637d
Julie JohnsonJointStockSale$1,001 - $15,000-1.5%After the saleS&P 500 +12.3% · -13.8 pts vs S&P 500Dec 18, 2025Jan 15, 202628d
Julie JohnsonJointStockSale$1,001 - $15,000-5.9%After the saleS&P 500 +13.0% · -18.9 pts vs S&P 500Nov 13, 2025Dec 11, 202528d
Julie JohnsonJointStockSale$1,001 - $15,000-4.1%After the saleS&P 500 +17.8% · -22.0 pts vs S&P 500Aug 14, 2025Sep 11, 202528d
Ro KhannaStockPurchase$1,001 - $15,000+5.2%S&P 500 +42.6% · -37.4 pts vs S&P 500Aug 2, 2024Sep 6, 202435d
Ro KhannaStockPurchase$50,001 - $100,000+17.0%S&P 500 +38.9% · -21.9 pts vs S&P 500Jun 20, 2024Jul 8, 202418d
Ro KhannaStockPurchase$15,001 - $50,000+14.5%S&P 500 +39.6% · -25.1 pts vs S&P 500Jun 24, 2024Jul 8, 202414d
Ro KhannaStockPurchase$1,001 - $15,000+14.1%S&P 500 +77.1% · -63.0 pts vs S&P 500Jun 8, 2023Jul 11, 202333d
Ro KhannaStockSale$1,001 - $15,000+20.0%After the saleS&P 500 +82.0% · -62.0 pts vs S&P 500May 31, 2023Jun 12, 202312d
Ro KhannaStockPurchase$1,001 - $15,000+11.1%S&P 500 +87.2% · -76.1 pts vs S&P 500Apr 25, 2023May 8, 202313d
Shelley Moore CapitoSpouseStockPurchase$1,001 - $15,000-1.8%S&P 500 +85.6% · -87.3 pts vs S&P 500Jun 1, 2022Jul 15, 202244d
Zoe LofgrenSpouseStockSale$1,001 - $15,000+43.4%After the saleS&P 500 +242.0% · -198.5 pts vs S&P 500Mar 23, 2020Apr 11, 202019d
Mikie SherrillStockSale$1,001 - $15,000+1.4%After the saleS&P 500 +125.6% · -124.1 pts vs S&P 500Feb 20, 2020Apr 5, 202045d
John H. RutherfordStockSale$1,001 - $15,000+10.7%After the saleS&P 500 +152.6% · -141.9 pts vs S&P 500Sep 19, 2019Sep 27, 20198d
Ro KhannaStockSale$1,001 - $15,000+23.7%After the saleS&P 500 +170.7% · -146.9 pts vs S&P 500Mar 26, 2019Apr 11, 201916d
John H. RutherfordStockPurchase$1,001 - $15,000+46.8%S&P 500 +170.1% · -123.3 pts vs S&P 500Jul 24, 2018Aug 20, 201827d
Ro KhannaStockPurchase$1,001 - $15,000+62.8%S&P 500 +177.1% · -114.3 pts vs S&P 500Feb 27, 2018Mar 9, 201810d
Ro KhannaStockSale$1,001 - $15,000+48.2%After the saleS&P 500 +182.7% · -134.5 pts vs S&P 500Jan 2, 2018Feb 11, 201840d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in CMS, filterable by party, chamber, type and account.

Members of Congress reporting a position

4 members · estimate, as of Oct 22, 2026

4 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gary C. PetersDemocrat · Senate$15,001 - $50,0000.9%
Shelley Moore CapitoRepublican · Senate$1,001 - $15,0000.3%
Gilbert Ray Cisneros, Jr.Democrat · House$1,001 - $15,000<0.1%
Robert BresnahanRepublican · House$1,001 - $15,0000.1%

Estimate, as of Oct 22, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Are insiders buying or selling CMS?

Across the 10 most recent open-market filings shown here, 2 were purchases and 8 were sales.

Which members of Congress have traded CMS?

Julie Johnson, Ro Khanna, Shelley Moore Capito, Zoe Lofgren, Mikie Sherrill and John H. Rutherford disclosed CMS transactions in the filings shown here.

Which members of Congress hold CMS?

4 members of Congress report a position in CMS in the estimate we hold as of Oct 22, 2026. The largest estimated position belongs to Gary C. Peters; the next largest, in the $1,001 - $15,000 band, include Shelley Moore Capito and Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

Is CMS in the S&P 500 or the Nasdaq 100?

CMS Energy Corporation is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.

How quickly are CMS trades disclosed?

Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 28 days, against the 45 the STOCK Act allows.

How to read a Form 4

A DECISION THE INSIDER MADE

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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