
Insider and congress filings
CMS Energy Corporation (CMS)
NYSE · Utilities · 379 insider transactions · 26 congress trades · last filed 3 months agoS&P 500
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%
Earnings
6 reported quarters · next on Oct 27, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q2 FY2026reported Jul 28, 2026 | $0.37 | $0.36 | $1.8B | $1.9B | EPS beat, GAAPRevenue miss |
| Q1 FY2026reported Apr 28, 2026 | $1.13 | $1.10 | $2.7B | $2.5B | EPS beatRevenue beat |
| Q4 FY2025reported Feb 5, 2026 | $0.95 | $0.93 | $2.2B | $1.9B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 30, 2025 | $0.93 | $0.86 | $2.0B | $1.8B | EPS beat, GAAPRevenue beat |
| Q2 FY2025reported Jul 31, 2025 | $0.71 | $0.68 | $1.8B | $1.7B | EPS beatRevenue beat |
| Q1 FY2025reported Apr 24, 2025 | $1.02 | $1.01 | $2.4B | $2.2B | EPS 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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $2.5B | 33,068,880 | -1.5% | 11.00% |
| Vanguard Capital Management LLC | $1.5B | 20,166,948 | +1.5% | 6.71% |
| Vanguard Portfolio Management LLC | $1.5B | 19,050,893 | +1.4% | 6.34% |
| State Street Corp | $1.4B | 17,705,946 | -2.2% | 5.89% |
| JPMorgan Chase & Co. | $1.3B | 16,409,389 | +3.6% | 5.46% |
| Wellington Management Group LLP | $930.1M | 12,158,296 | +82.7% | 4.05% |
| Geode Capital Management, LLC | $666.1M | 8,740,533 | +2.5% | 2.91% |
| Deutsche Bank AG | $618.3M | 8,082,021 | +4.3% | 2.69% |
| DZ Bank AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $603.0M | 7,882,550 | -3.1% | 2.62% |
| Invesco Ltd. | $582.7M | 7,616,465 | -0.4% | 2.53% |
| Massachusetts Financial Services Co | $576.0M | 7,242,159 | -5.1% | 2.41% |
| Victory Capital Management Inc | $504.6M | 6,595,840 | -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| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Soroban Capital Partners | $81.0M | 1,058,781 | 0.2% |
| George SorosSoros Fund Management | $74.2M | 970,362 | 0.9% |
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.
Open-market insider trades
10 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Srikanth MaddipatiEVP/CFO | Bought | 200 | $72.45 | $14K | Jul 31, 2026filed Aug 3, 2026 | 1d |
| Brandon J. HofmeisterSenior Vice President | Sold | 3,000 | $74.31 | $223K | May 26, 2026filed May 27, 2026 | 1d |
| Scott B. McIntoshVP, Controller, CAO | Sold | 1,750 | $78.20 | $137K | Mar 2, 2026filed Mar 4, 2026 | 2d |
| Brandon J. HofmeisterSenior Vice President | Sold | 4,000 | $78.23 | $313K | Feb 27, 2026filed Mar 2, 2026 | 1d |
| Diane LeopoldDirector | Bought | 2,000 | $76.70 | $153K | Feb 25, 2026filed Feb 27, 2026 | 2d |
| John G. RussellDirector | Sold | 14,914 | $75.75 | $1.1M | Feb 20, 2026filed Feb 23, 2026 | 1d |
| Brandon J. HofmeisterSenior Vice President | Sold · 2 lines | 4,000 | $72.47 | $290K | Nov 3, 2025filed Nov 4, 2025 | 1d |
| Lauren Y. SnyderSenior Vice President | Sold | 2,220 | $71.26 | $158K | Sep 5, 2025filed Sep 8, 2025 | 1d |
| Brandon J. HofmeisterSenior Vice President | Sold | 2,000 | $73.62 | $147K | Aug 8, 2025filed Aug 12, 2025 | 2d |
| Brandon J. HofmeisterSenior Vice President | Sold | 2,198 | $73.61 | $162K | May 6, 2025filed May 8, 2025 | 2d |
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)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Srikanth MaddipatiEVP/CFO | Stock award | 10,184 | Jun 15, 2026 |
| Deborah H. ButlerDirector | Stock award | 2,411 | May 8, 2026 |
| Diane LeopoldDirector | Stock award | 2,411 | May 8, 2026 |
| Ralph IzzoDirector | Stock award | 2,411 | May 8, 2026 |
| Suzanne F. ShankDirector | Stock award | 2,411 | May 8, 2026 |
| Myrna SotoDirector | Stock award | 2,411 | May 8, 2026 |
| John G. SznewajsDirector | Stock award | 2,411 | May 8, 2026 |
| Richard Patrick KeyesDirector | Stock award | 2,411 | May 8, 2026 |
| John G. RussellDirector | Stock award | 2,411 | May 8, 2026 |
| Ronald J. TanskiDirector | Stock award | 2,411 | May 8, 2026 |
| Laura WrightDirector | Stock award | 2,411 | May 8, 2026 |
| Garrick J. RochowPresident and CEO | Tax withholding | 25,833 | Mar 26, 2026 |
| Garrick J. RochowPresident and CEO | Stock award | 19,681 | Mar 26, 2026 |
| Rejji P. HayesEVP/CFO | Tax withholding | 8,290 | Mar 26, 2026 |
| Rejji P. HayesEVP/CFO | Stock award | 6,316 | Mar 26, 2026 |
| Brandon J. HofmeisterSenior Vice President | Tax withholding | 3,759 | Mar 26, 2026 |
| Brandon J. HofmeisterSenior Vice President | Stock award | 2,863 | Mar 26, 2026 |
| Shaun M. JohnsonExecutive Vice President & CLO | Tax withholding | 4,311 | Mar 26, 2026 |
| Shaun M. JohnsonExecutive Vice President & CLO | Stock award | 3,284 | Mar 26, 2026 |
| Tonya L. BerryExecutive Vice President & COO | Tax withholding | 2,642 | Mar 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 allowedSince 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.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Julie JohnsonJointFiled late | Stock | Sale | $1,001 - $15,000 | -1.3%After the saleS&P 500 +11.1% · -12.5 pts vs S&P 500 | Dec 8, 2025 | Aug 5, 2026 | 240d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | -1.9%After the saleS&P 500 +9.5% · -11.3 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | -1.2%After the saleS&P 500 +11.2% · -12.4 pts vs S&P 500 | Dec 9, 2025 | Jan 15, 2026 | 37d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | -1.5%After the saleS&P 500 +12.3% · -13.8 pts vs S&P 500 | Dec 18, 2025 | Jan 15, 2026 | 28d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | -5.9%After the saleS&P 500 +13.0% · -18.9 pts vs S&P 500 | Nov 13, 2025 | Dec 11, 2025 | 28d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | -4.1%After the saleS&P 500 +17.8% · -22.0 pts vs S&P 500 | Aug 14, 2025 | Sep 11, 2025 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +5.2%S&P 500 +42.6% · -37.4 pts vs S&P 500 | Aug 2, 2024 | Sep 6, 2024 | 35d |
| Ro Khanna | Stock | Purchase | $50,001 - $100,000 | +17.0%S&P 500 +38.9% · -21.9 pts vs S&P 500 | Jun 20, 2024 | Jul 8, 2024 | 18d |
| Ro Khanna | Stock | Purchase | $15,001 - $50,000 | +14.5%S&P 500 +39.6% · -25.1 pts vs S&P 500 | Jun 24, 2024 | Jul 8, 2024 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +14.1%S&P 500 +77.1% · -63.0 pts vs S&P 500 | Jun 8, 2023 | Jul 11, 2023 | 33d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +20.0%After the saleS&P 500 +82.0% · -62.0 pts vs S&P 500 | May 31, 2023 | Jun 12, 2023 | 12d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +11.1%S&P 500 +87.2% · -76.1 pts vs S&P 500 | Apr 25, 2023 | May 8, 2023 | 13d |
| Shelley Moore CapitoSpouse | Stock | Purchase | $1,001 - $15,000 | -1.8%S&P 500 +85.6% · -87.3 pts vs S&P 500 | Jun 1, 2022 | Jul 15, 2022 | 44d |
| Zoe LofgrenSpouse | Stock | Sale | $1,001 - $15,000 | +43.4%After the saleS&P 500 +242.0% · -198.5 pts vs S&P 500 | Mar 23, 2020 | Apr 11, 2020 | 19d |
| Mikie Sherrill | Stock | Sale | $1,001 - $15,000 | +1.4%After the saleS&P 500 +125.6% · -124.1 pts vs S&P 500 | Feb 20, 2020 | Apr 5, 2020 | 45d |
| John H. Rutherford | Stock | Sale | $1,001 - $15,000 | +10.7%After the saleS&P 500 +152.6% · -141.9 pts vs S&P 500 | Sep 19, 2019 | Sep 27, 2019 | 8d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +23.7%After the saleS&P 500 +170.7% · -146.9 pts vs S&P 500 | Mar 26, 2019 | Apr 11, 2019 | 16d |
| John H. Rutherford | Stock | Purchase | $1,001 - $15,000 | +46.8%S&P 500 +170.1% · -123.3 pts vs S&P 500 | Jul 24, 2018 | Aug 20, 2018 | 27d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +62.8%S&P 500 +177.1% · -114.3 pts vs S&P 500 | Feb 27, 2018 | Mar 9, 2018 | 10d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +48.2%After the saleS&P 500 +182.7% · -134.5 pts vs S&P 500 | Jan 2, 2018 | Feb 11, 2018 | 40d |
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.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
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, 20264 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Gary C. Peters | Democrat · Senate | $15,001 - $50,000 | 0.9% |
| Shelley Moore Capito | Republican · Senate | $1,001 - $15,000 | 0.3% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
| Robert Bresnahan | Republican · House | $1,001 - $15,000 | 0.1% |
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
COMPENSATION PLUMBING
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.
