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CMCMSA

CMS Energy Corporation 5.6% JRSUB NT 78

$CMSA·Regulated Electric·Utilities
$20.68-0.4%
Mentions · last 7 days
2026-06-19: 0 posts2026-06-20: 0 posts2026-06-21: 0 posts2026-06-22: 0 posts2026-06-23: 0 posts2026-06-24: 0 posts2026-06-25: 0 posts0
Price updated 5m ago·X counts updated 20h ago
CMCMSA
$CMSACMS Energy Corporation 5.6% JRSUB NT 78
$20.68-0.39%0 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

CMS Energy Corporation is a utility company primarily engaged in delivering electricity and natural gas services. Its operations are structured into three distinct business divisions: Electric Utility, Gas Utility, and NorthStar Clean Energy. The Electric Utility division oversees the entire process of electricity, from its generation and procurement to its delivery and final sale. Concurrently, the Gas Utility segment manages the acquisition, transmission, storage, distribution, and retail of natural gas. NorthStar Clean Energy specializes in independent power generation within the domestic market, encompassing the development and management of renewable energy facilities, alongside the commercialization of independently produced power. The corporation, established in 1987, maintains its corporate headquarters in Jackson, Michigan.

Industry overviewAI analysisGenerated by AI from underlying data

Where Regulated Electric sits in its cycle right now — and what that implies for $CMSA.

Regulated Electric · Utilities

AI data center load growth is the structural driver raising regulated utility rate-base investment — Dominion Virginia (D) is the primary data center utility, and nuclear power re-rating (CEG, Oklo's DOE clearance milestone this week) continues as the preferred 24/7 clean power solution for hyperscalers. The 127GW AI power demand framing underscores the magnitude of the utility investment cycle.

Industry benchmark

22-name peer basket
+9.0%YTD
+9.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 23, 2026$1.14$1.09+4.6%
Q4 2025Feb 5, 2026$0.95$0.93+1.8%
Q3 2025Oct 30, 2025$0.92$0.86+7.2%
Q2 2025Jul 31, 2025$0.67$0.68-1.2%

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.—Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.—Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.—Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 304.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.465-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 26Brandon J. HofmeisterPresident3.0K sh$223KSellMar 2Scott B McintoshVP, Controller, CAO1.8K sh$137KSellFeb 27Brandon J. HofmeisterPresident4.0K sh$313KBuyFeb 25Diane LeopoldDirector2.0K sh$153KSellFeb 20John G RussellDirector14.9K sh$1.1M
+ 38 other (29 awards · 8 inkinds · 1 gift) in window

See when $CMSA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 93
AI summary

Srikanth (Sri) Maddipati filed a Form 3 for CMS Energy Corporation (CMSA) on June 9, 2026, triggered by his appointment as EVP/CFO on June 3, 2026. Maddipati directly owns 24,511 shares of CMS Energy common stock and 0 preferred depositary shares. He succeeds Rejji P. Hayes, who retired as EVP and CFO effective June 3, 2026. Routine Form 3 for a new named executive officer — the CFO succession itself is the material event for this regulated Michigan utility.

8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
AI summary

CMS Energy Corporation (CMSA) and Consumers Energy Company filed an 8-K on June 3, 2026 announcing that Rejji P. Hayes retired as EVP and CFO of both entities effective June 3, 2026, succeeded by Srikanth (Sri) Maddipati, 43, as EVP and CFO. The filing also includes a Reg FD Item 7.01 component. A CFO transition at a large regulated utility is a material leadership change; Maddipati's appointment from within signals a planned succession.

424B5Prospectus supplement (offering)May 13424B5
AI summary

CMS Energy filed the 424B5 prospectus supplement on May 13, 2026 formally establishing its $3.0 billion ATM equity offering program via an equity distribution agreement with 16 major bank agents and forward purchasers including Barclays, BofA, Goldman Sachs, and JPMorgan. Sales occur at prevailing market prices through NYSE transactions or via forward sale agreements; no obligation to sell. This is the operative document authorizing actual share sales — a material ongoing dilution overhang for this capital-intensive regulated utility.

8-KCharter amendmentMay 138-K — Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

CMS Energy filed charter amendments with Michigan on May 8 and May 11, 2026 incorporating two shareholder-approved changes: an increase in authorized shares of common stock and a new right for shareholders to call a special meeting. These were approved at the May 2026 annual meeting alongside director elections and auditor ratification; Consumers Energy Company is a co-registrant. Administrative governance changes that directly enable the concurrent $3B ATM equity program — the authorized share increase is a prerequisite for large-scale future issuances.

8-KPress release / Reg FDApr 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

CMS Energy Corporation and co-registrant Consumers Energy Company reported Q1 2026 results on April 28, 2026 via press release (Exhibit 99.1), noting use of non-GAAP financial measures. A Reg FD disclosure accompanies the filing. Specific earnings figures, rate case updates, and full-year guidance are in the press release. Routine quarterly earnings disclosure for this Michigan regulated electric and gas utility; material context includes CMS Energy's $3B ATM program announced two weeks later.

3New insider — initial holdingsFeb 233
3New insider — initial holdingsFeb 233
8-KOfficer or director changeFeb 208-K — Item 5.02: Officer or director change
+ 17 other (5 13Gs · 3 proxys · 2 routine 8-Ks · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

CMS Energy Corporation (CMS) Q1 2026 Earnings Call Transcriptseekingalpha.com·59d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $CMSA on X in the last 7 days.

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