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CMS CMS Energy Corporation

Utilities, filed as CMS ENERGY CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Sold by 1 manager in 2026 Q2

  • 3 Owners
  • Max 0.9%
  • $156M
  • 1 reduce

In 2026 Q2 George Soros trimmed CMS Energy.

Who owns this now

Largest portfolio weights among holders, up to 0.9% (George Soros, Soros Fund Management). Not free-float ownership.

  1. George Soros Reduce 0.91%
  2. Eric Mandelblatt 0.17%
  3. Murray Stahl 0.01%

Who owns CMS

Sorted by value, long equity only, as of 2026 Q2.

History
Eric Mandelblatt, Soroban Capital Partners 0.17% Hold 1,058,781 $81M History
George Soros, Soros Fund Management 0.91% Reduce −6.2% 970,362 $74M History
Murray Stahl, Horizon Kinetics Asset Management 0.01% Hold 12,197 $933K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CMS's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CMS insider trades
  • $168K bought by 2 insiders
  • $2.1M sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Srikanth Maddipati CFO
    Buy
    $14K 200 shares at $72.46 +0.6% to stake
    Traded Jul 31 Filed Aug 3
    ↗
  2. Brandon J. Hofmeister Senior Vice President
    Sale
    $223K 3,000 shares at $74.31 4.3% of stake
    Traded May 26 Filed May 27
    ↗
  3. Scott B McIntosh VP, Controller, CAO
    Sale
    $137K 1,750 shares at $78.21 6.7% of stake
    Traded Mar 2 Filed Mar 4
    ↗
  4. Brandon J. Hofmeister Senior Vice President
    Sale
    $313K 4,000 shares at $78.24 5.4% of stake
    Traded Feb 27 Filed Mar 2
    ↗
  5. Diane Leopold Director
    Buy
    $153K 2,000 shares at $76.70 +260% to stake
    Traded Feb 25 Filed Feb 27
    ↗
  6. John G Russell Director
    Sale
    $1.1M 14,914 shares at $75.76 10% of stake
    Traded Feb 20 Filed Feb 23
    ↗
  7. Brandon J. Hofmeister Senior Vice President
    Sale
    $290K 4,000 shares at $72.47 5.8% of stake
    Traded Nov 3, 2025 Filed Nov 4, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 35 stock grants, 14 share withholdings for taxes, and 2 gifts.

Congress

1 member of Congress traded CMS in the last three years: 1 buy and 5 sales. 5 members listed it in 2025 annual reports.

All Congress trades
  1. Julie Johnson D-TX-32Joint Sell $1K–$15K Dec 8, 2025 filed Aug 5
  2. Julie Johnson D-TX-32Joint Buy $1K–$15K Dec 8, 2025 filed Aug 5
  3. Julie Johnson D-TX-32Joint Sell $1K–$15K Dec 18, 2025 filed Jan 15
  4. Julie Johnson D-TX-32Joint Sell $1K–$15K Dec 9, 2025 filed Jan 15
  5. Julie Johnson D-TX-32Joint Partial sale $1K–$15K Nov 13, 2025 filed Dec 11, 2025
  6. Julie Johnson D-TX-32Joint Partial sale $1K–$15K Aug 14, 2025 filed Sep 11, 2025

SEC filings

Recent issuer filings from EDGAR, 20 shown.

Filed Form Detail Links
424B2 Filing Doc
424B5 Filing Doc
10-Q FORM 10-Q (CMS ENERGY AND CONSUMERS) Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q FORM 10-Q (CMS ENERGY AND CONSUMERS) Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
424B5 Filing Doc
8-K 8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
10-Q FORM 10-Q (CMS ENERGY AND CONSUMERS) Filing Doc
DEFA14A Filing Doc
DEF 14A Filing Doc
SCHEDULE 13G/A — Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated about 2 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $7.26B $7.32B $8.3B
Net income $0.887B $1B $1.07B
Net margin * 12.2% 13.7% 12.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.84B $2.79B $3.47B
Total non-current assets * $30.68B $33.13B $36.47B
Total assets $33.52B $35.92B $39.94B
Total current liabilities $2.9B $3.52B $3.55B
Total non-current liabilities $22.5B $23.65B $26.68B
Total equity $7.54B $8.23B $9.14B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.31B $2.37B $2.24B
Cash from investing -$3.39B -$3.05B -$4.04B
Cash from financing $1.14B $0.614B $2.24B
Net change in cash $66M -$70M $437M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.