Welcome to our dedicated page for CMS ENERGY SEC filings (Ticker: CMS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Decoding a regulated utility’s disclosures is no small task. CMS Energy’s transition from coal to wind, solar, and grid-hardening requires pages of environmental footnotes, rate-case schedules, and capital-expenditure charts that investors can’t afford to overlook. If you have ever wondered, “Where can I find CMS Energy’s quarterly earnings report 10-Q filing or its latest proxy statement executive compensation details?” you know the challenge.
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CMS Energy Corporation and its utility subsidiary Consumers Energy Company updated their bank financing arrangements. CMS Energy amended and restated its unsecured revolving credit facility, increasing capacity from $550 million to $750 million, with a five-year term expiring on November 21, 2030 and two one-year extension options. Borrowings can be used for general corporate purposes and working capital and may bear interest at a SOFR-based rate or an Alternate Base Rate.
Consumers amended and restated its $1.1 billion secured revolving credit facility, also maturing on November 21, 2030 with two one-year extension options. The facility remains secured by several series of first mortgage bonds under existing supplemental indentures and supports general corporate purposes and working capital. Consumers also entered a new $300 million secured revolving credit facility maturing on November 21, 2028, similarly secured by first mortgage bonds and with substantially similar terms to the Consumers facility.
Separately, Consumers and The Bank of Nova Scotia executed a Third Amendment to a $250 million secured revolving credit agreement, extending its termination date to November 28, 2025 while maintaining first mortgage bond security. Major relationship banks, including Barclays, JPMorgan, MUFG, Mizuho, Bank of America, Wells Fargo and The Bank of Nova Scotia, continue to provide banking and underwriting services in the ordinary course of business.
CMS Energy completed a private offering of $1,000,000,000 aggregate principal amount of 3.125% Convertible Senior Notes due 2031, including $150,000,000 from the full option exercise by initial purchasers. The notes pay interest semiannually and are senior unsecured obligations.
Holders can convert at an initial rate of 11.0360 shares per $1,000 (conversion price ~$90.61, a 25% premium). CMS will settle conversions with cash up to principal and, at its election, cash, shares, or both for any excess. Prior to February 1, 2031, conversion is permitted only upon certain conditions; afterward, conversion is permitted at any time until shortly before maturity.
Upon a fundamental change, holders may require repurchase at 100% of principal plus accrued interest. Redemption is prohibited before May 7, 2029; thereafter, CMS may redeem if the stock trades at least 130% of the conversion price for 20 of 30 consecutive trading days. The initial maximum shares issuable upon conversion are 13,795,000, subject to adjustments.
CMS Energy Corp reported an insider transaction by a Senior Vice President. On 11/03/2025, the officer sold a total of 4,000 shares, including 3,777 shares at $72.47 and 223 shares at $72.48.
The filing also notes an adjustment of 454 additional shares credited via dividend reinvestment or equivalents under restricted stock awards pursuant to the CMS Performance Incentive Stock Plan. Additionally, 1 share is held indirectly in a custodial account for a son.
CMS Energy Corporation announced the pricing and upsize of a private placement of $850,000,000 aggregate principal amount of its 3.125% Convertible Senior Notes due 2031, including an initial purchasers’ option to buy up to an additional $150,000,000.
The update was disclosed under Item 8.01, with a related press release filed as Exhibit 99.1.
CMS filed a Form 144 notice indicating a proposed sale of 4,000 shares of common stock through Fidelity Brokerage Services LLC, with an aggregate market value of $289,882.23. The approximate date of sale is 11/03/2025, and the shares are listed on the NYSE.
The shares to be sold were acquired via restricted stock vesting on multiple dates as compensation. As context, shares outstanding were 304,319,765. In the past three months, Brandon J. Hofmeister sold 2,000 shares on 08/08/2025 for gross proceeds of $147,246.00.
CMS Energy Corporation announced the launch of a private placement of $750,000,000 principal amount of its Convertible Senior Notes due 2031. The company disclosed the financing in a current report and attached a related press release as Exhibit 99.1. Convertible notes are debt that can be converted into equity under specified terms, typically at the holder’s option. While this filing announces the transaction, detailed terms such as interest rate, conversion features, and any potential conversion conditions would be described in accompanying or subsequent materials.
The announcement was made on November 3, 2025, and is presented under Item 8.01 (Other Events). The exhibit index lists the news release and the cover page interactive data file. This step signals CMS Energy’s intent to access capital through a convertible structure that matures in 2031, using a private placement format.
CMS Energy reported higher earnings for the quarter ended September 30, 2025. Net income available to common stockholders was $275 million, up from $251 million a year ago, and diluted EPS were $0.92 versus $0.84. For the first nine months, net income was $775 million and diluted EPS were $2.59, compared with $731 million and $2.45 in 2024.
Results were driven by Consumers Energy’s electric and gas businesses, reflecting rate increases and higher electric and gas sales, partly offset by increased depreciation, property taxes, IT expenses, and interest costs. NorthStar Clean Energy contributed modestly in the quarter.
Regulatory momentum continued. The MPSC authorized a $176 million annual electric rate increase effective April 2025 and a $157.5 million gas rate increase effective November 2025. Consumers’ 2025 electric rate case request was revised to $447 million, with a final order due by April 2026. The U.S. Department of Energy issued emergency orders extending operation of the J.H. Campbell plant through November 19, 2025; FERC granted relief to establish cost-recovery mechanisms, with a related tariff filing pending. Consumers outlined $20.0 billion of capital spending through 2029, including $14.8 billion over five years for distribution and gas infrastructure and $5.2 billion for clean generation, and reached an agreement with a new data center that could add up to 1 GW of incremental load.
CMS Energy Corporation furnished an 8-K announcing its Q3 2025 results via a news release dated October 30, 2025. The company also scheduled a webcast on October 30 at 9:30 a.m. ET to discuss results and provide a business and financial outlook.
The filing includes Exhibits 99.1 (news release) and 99.2 (presentation). The materials feature certain non‑GAAP financial measures with reconciliations to GAAP, and the information is furnished under Regulation FD and not deemed “filed” under the Exchange Act.
JPMorgan Chase & Co. filed Amendment No. 12 to a Schedule 13G reporting beneficial ownership of 18,441,853 shares of CMS Energy common stock, representing 6.1% of the class as of 09/30/2025.
The filing lists sole voting power over 15,815,183 shares and shared voting power over 130,499 shares. It reports sole dispositive power over 18,390,239 shares and shared dispositive power over 51,502 shares. JPMorgan certifies the securities were acquired and are held in the ordinary course of business and not to change or influence control. Subsidiaries named include J.P. Morgan Securities LLC and JPMorgan Chase Bank, National Association.
Thomas Shannon, identified as Senior Vice President of Consumers Energy Co (CMS), filed an initial Form 3 reporting that he does not beneficially own any securities of the issuer. The filing notes a Power of Attorney attached as Exhibit 24 and is signed by an attorney‑in‑fact, Rhonda M. Morris. This is an initial ownership disclosure under Section 16.
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