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.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on CMS ENERGY's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time SEC filing updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into CMS ENERGY's regulatory disclosures and financial reporting.
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 filed an initial Form 3 reporting a 09/29/2025 event for CMS Energy Corp (CMS). He is identified as a Senior Vice President and officer. The filing declares no beneficial ownership of CMS common stock or the 4.2% Perpetual Preferred Stock, Series C. A Power of Attorney is attached and the form is signed by Rhonda M. Morris, attorney-in-fact on 10/03/2025.
Insider transaction summary for CMS Energy Corporation (CMS)
Shaun M. Johnson, SVP and General Counsel, reported a sale of 715 shares of Common Stock on 09/10/2025, at a reported price of $0 (transaction code G). After the reported transaction, Johnson's beneficial ownership is 94,176 shares held directly. The filing notes an adjustment of 879 additional shares added to total holdings through dividend reinvestment or equivalents tied to restricted stock awards under the CMS Performance Incentive Stock Plan.
Lauren Y. Snyder, Senior Vice President of CMS Energy Corp (CMS), reported a sale of 2,220 shares of common stock on 09/05/2025 at a price of $71.2606 per share. After the transaction she beneficially owns 13,512 shares. The filing notes an adjustment of 81 additional shares acquired through dividend reinvestment or equivalents related to restricted stock awards under the company's performance incentive plan. The Form 4 was executed by an attorney-in-fact and dated 09/08/2025.
Form 144 filed by CMS Energy insider for proposed sale of common stock. The filing notifies intent to sell 2,221 shares via Wells Fargo Securities on the NYSE on 09/02/2025 with an aggregate market value of $162,199.63. The shares to be sold represent a small fraction of the company’s 299,335,461 outstanding shares. The notices list the acquisition dates and amounts for the shares offered, showing most shares were the result of vesting under CMS Energy’s Performance Incentive Stock Plan in 2024 and multiple dividend reinvestments through 2025. Two recent sales in June 2025 totaling 1,437 shares with combined gross proceeds of $99,917.12 are disclosed. The filer affirms no undisclosed material information.
CMS Energy Corporation filed a Form 8-K dated 31-Jul-2025 to furnish, not file, its second-quarter 2025 results.
- Exhibit 99.1 contains the Q2-25 news release with non-GAAP metrics; full GAAP figures are not included in the filing.
- Management highlights adjusted earnings as its key performance measure and provides a reconciliation to GAAP within the exhibit. Reported-vs-adjusted guidance for future periods is not provided because specific reconciling items cannot be estimated.
- A public webcast to discuss results and outlook is scheduled for 31-Jul-2025 at 9:30 a.m. ET; slides are furnished as Exhibit 99.2.
- The 8-K reiterates that information in Exhibits 99.1 and 99.2 is furnished under Items 2.02 and 7.01 and is therefore not subject to Section 18 liability.
- No other material transactions, financial statements or changes in control are disclosed.
The filing mainly serves as a communication vehicle, signaling transparency through supplemental non-GAAP detail and real-time investor outreach, but it provides no quantitative results within the 8-K text itself.
CMS Energy Corporation (NYSE: CMS) filed a Form 8-K to disclose the early results and pricing of its previously announced cash tender offer for certain Consumers Energy Company first mortgage bonds.
- Aggregate Tender Cap raised: Management increased the cap to $147.095 million from $125 million after receiving strong tenders.
- Securities targeted: Up to $147.095 million combined principal of Consumers Energy’s 2.50% First Mortgage Bonds due 2060 (outstanding principal $525 million) and several other mortgage-bond series (collectively, the “Securities”).
- Settlement timing: CMS expects to purchase the capped amount on the early settlement date of June 23, 2025. No additional Securities are expected to be bought thereafter.
- Purpose and scope: Although the filing does not state the strategic rationale, tender offers of this nature typically serve to manage debt maturity profiles and interest costs. The company emphasized that the announcement is information-only and does not constitute an offer to buy or sell any securities.
- Exhibits: Two press releases dated June 18 2025 (Exhibits 99.1 and 99.2) provide further detail; Cover Page XBRL data filed as Exhibit 104.
The disclosure is limited to Item 8.01 (Other Events); no financial statements or earnings data were included.