CMS Energy Corp (CMS.PC) shareholders
CMS.PCNYSEElectric & Other Services CombinedFiscal year ends December 31Also trades as CMS, CMSA, CMSC, CMSD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Oct 27, 2026Score 9/304% below fair value
$15.77+0.06 (+0.38%)
Close on Oct 30, 2026Market cap $4.90BP/E 4.7Yield 13.76%
Ownership
Who owns CMS Energy's shares
Held by institutions
–
Shares held, 13F filers
Institutional holders
–
Net institutional buying
–
Insider trades, 12 months
2 buys · 6 sales
Net sold $1.92M
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 26,393,497 | 8.80% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Capital Management | 23,113,756 | 7.50% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 18,830,275 | 6.11% | 13G (passive) | Mar 31, 2026 |
| JPMorgan Chase & Co | 15,469,213 | 5.00% | 13G (passive) amendment | Mar 31, 2026 |
| JPMorgan Chase & Co. | 15,469,213 | 5.00% | 13G (passive) amendment | Mar 31, 2026 |
| State Street Corporation | – | 5.91% | 13G (passive) amendment | Dec 31, 2023 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Garrick J. Rochow | President and CEO, Director | 664,751 | Mar 30, 2026 |
| Srikanth Maddipati | EVP/CFO | 34,895 | Aug 3, 2026 |
| Brandon J. Hofmeister | Senior Vice President | 67,114 | May 27, 2026 |
| Scott B. McIntosh | VP, Controller, CAO | 24,054 | Mar 30, 2026 |
| Shaun M. Johnson | Executive Vice President & CLO | 113,636 | Mar 30, 2026 |
| Rejji P. Hayes | EVP/CFO | 268,535 | Mar 30, 2026 |
| Lauren Y. Snyder | Senior Vice President | 16,596 | Mar 30, 2026 |
| Tonya L. Berry | Executive Vice President & COO | 70,105 | Mar 30, 2026 |
| Shannon Thomas | Senior Vice President | 7,757 | Feb 2, 2026 |
| LeeRoy Wells Jr | Senior Vice President | 87,971 | Mar 25, 2025 |
| Catherine A. Hendrian | Senior Vice President | 59,068 | Jan 31, 2025 |
| John G. Russell | Director | 138,130 | May 11, 2026 |
| John G. Sznewajs | Director | 37,594 | May 11, 2026 |
| Suzanne F. Shank | Director | 23,680 | May 11, 2026 |
| Laura Wright | Director | 43,623 | May 11, 2026 |
| Ralph Izzo | Director | 10,779 | May 11, 2026 |
| Myrna Soto | Director | 41,023 | May 11, 2026 |
| Deborah H. Butler | Director | 39,850 | May 11, 2026 |
| Ronald J. Tanski | Director | 20,903 | May 11, 2026 |
| Richard Patrick Keyes | Director | 3,180 | May 11, 2026 |
| Diane Leopold | Director | 5,180 | May 11, 2026 |
| Kurt L. Darrow | Director | 42,098 | May 6, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Srikanth Maddipati EVP/CFO | Jul 31, 2026 | Buy | +200 | $72.46 | $14.49K | 34,895 |
| Srikanth Maddipati EVP/CFO | Jun 15, 2026 | Award | +10,184 | – | – | 34,695 |
| Brandon J. Hofmeister Senior Vice President | May 26, 2026 | Sale | −3,000 | $74.31 | $222.93K | 67,111 |
| Myrna Soto Director | May 8, 2026 | Award | +2,411 | – | – | 41,023 |
| Richard Patrick Keyes Director | May 8, 2026 | Award | +2,411 | – | – | 3,180 |
| Ralph Izzo Director | May 8, 2026 | Award | +2,411 | – | – | 10,779 |
| Suzanne F. Shank Director | May 8, 2026 | Award | +2,411 | – | – | 23,680 |
| Diane Leopold Director | May 8, 2026 | Award | +2,411 | – | – | 5,180 |
| Laura Wright Director | May 8, 2026 | Award | +2,411 | – | – | 43,623 |
| Ronald J. Tanski Director | May 8, 2026 | Award | +2,411 | – | – | 20,903 |
| John G. Russell Director | May 8, 2026 | Award | +2,411 | – | – | 134,068 |
| Deborah H. Butler Director | May 8, 2026 | Award | +2,411 | – | – | 39,850 |
| John G. Sznewajs Director | May 8, 2026 | Award | +2,411 | – | – | 37,594 |
| Rejji P. Hayes EVP/CFO | Mar 26, 2026 | Tax withholding | −8,290 | $76.33 | $632.78K | 268,535 |
| Rejji P. Hayes EVP/CFO | Mar 26, 2026 | Award | +6,316 | – | – | 276,825 |
| Lauren Y. Snyder Senior Vice President | Mar 26, 2026 | Tax withholding | −574 | $76.33 | $43.81K | 16,596 |
| Lauren Y. Snyder Senior Vice President | Mar 26, 2026 | Award | +674 | – | – | 17,170 |
| Tonya L. Berry Executive Vice President & COO | Mar 26, 2026 | Tax withholding | −2,642 | $76.33 | $201.66K | 70,105 |
| Tonya L. Berry Executive Vice President & COO | Mar 26, 2026 | Award | +2,021 | – | – | 72,747 |
| Garrick J. Rochow President and CEO, Director | Mar 26, 2026 | Award | +19,681 | – | – | 663,751 |
| Garrick J. Rochow President and CEO, Director | Mar 26, 2026 | Tax withholding | −25,833 | $76.33 | $1.97M | 637,918 |
| Brandon J. Hofmeister Senior Vice President | Mar 26, 2026 | Tax withholding | −3,759 | $76.33 | $286.92K | 70,111 |
| Brandon J. Hofmeister Senior Vice President | Mar 26, 2026 | Award | +2,863 | – | – | 73,870 |
| Shaun M. Johnson Executive Vice President & CLO | Mar 26, 2026 | Award | −3,284 | – | – | 113,636 |
| Shaun M. Johnson Executive Vice President & CLO | Mar 26, 2026 | Tax withholding | −4,311 | $76.33 | $329.06K | 109,325 |
| Scott B. McIntosh VP, Controller, CAO | Mar 26, 2026 | Tax withholding | −1,197 | $76.33 | $91.37K | 24,054 |
| Scott B. McIntosh VP, Controller, CAO | Mar 26, 2026 | Award | +1,028 | – | – | 25,251 |
| Scott B. McIntosh VP, Controller, CAO | Mar 2, 2026 | Sale | −1,750 | $78.21 | $136.87K | 24,223 |
| Brandon J. Hofmeister Senior Vice President | Feb 27, 2026 | Gift | −2 | – | – | 70,953 |
| Brandon J. Hofmeister Senior Vice President | Feb 27, 2026 | Sale | −4,000 | $78.24 | $312.96K | 70,670 |
| Brandon J. Hofmeister Senior Vice President | Feb 27, 2026 | Gift | +2 | – | – | 3 |
| Diane Leopold Director | Feb 25, 2026 | Buy | +2,000 | $76.70 | $153.40K | 2,769 |
| John G. Russell Director | Feb 20, 2026 | Sale | −14,914 | $75.76 | $1.13M | 131,568 |
| Richard Patrick Keyes Director | Feb 20, 2026 | Award | +769 | – | – | 769 |
| Diane Leopold Director | Feb 20, 2026 | Award | +769 | – | – | 769 |
| Shaun M. Johnson Executive Vice President & CLO | Jan 29, 2026 | Award | +19,747 | – | – | 109,894 |
| Rejji P. Hayes EVP/CFO | Jan 29, 2026 | Award | +33,144 | – | – | 269,725 |
| Garrick J. Rochow President and CEO, Director | Jan 29, 2026 | Award | +123,413 | – | – | 641,865 |
| Brandon J. Hofmeister Senior Vice President | Jan 29, 2026 | Award | +13,752 | – | – | 74,670 |
| Shannon Thomas Senior Vice President | Jan 29, 2026 | Award | +7,757 | – | – | 7,757 |
| Scott B. McIntosh VP, Controller, CAO | Jan 29, 2026 | Award | +5,008 | – | – | 25,850 |
| Lauren Y. Snyder Senior Vice President | Jan 29, 2026 | Award | +3,526 | – | – | 16,426 |
| Tonya L. Berry Executive Vice President & COO | Jan 29, 2026 | Award | +20,451 | – | – | 70,387 |
| Brandon J. Hofmeister Senior Vice President | Jan 26, 2026 | Award | +326 | – | – | 65,139 |
| Brandon J. Hofmeister Senior Vice President | Jan 26, 2026 | Tax withholding | −4,221 | $71.53 | $301.93K | 60,918 |
| Tonya L. Berry Executive Vice President & COO | Jan 26, 2026 | Award | +230 | – | – | 52,929 |
| Tonya L. Berry Executive Vice President & COO | Jan 26, 2026 | Tax withholding | −2,993 | $71.53 | $214.09K | 49,936 |
| Scott B. McIntosh VP, Controller, CAO | Jan 26, 2026 | Tax withholding | −1,418 | $71.53 | $101.43K | 20,842 |
| Scott B. McIntosh VP, Controller, CAO | Jan 26, 2026 | Award | +117 | – | – | 22,260 |
| Shaun M. Johnson Executive Vice President & CLO | Jan 26, 2026 | Tax withholding | −4,821 | $71.53 | $344.85K | 90,147 |
| Shaun M. Johnson Executive Vice President & CLO | Jan 26, 2026 | Award | +374 | – | – | 94,968 |
| Garrick J. Rochow President and CEO, Director | Jan 26, 2026 | Tax withholding | −28,390 | $71.53 | $2.03M | 518,452 |
| Garrick J. Rochow President and CEO, Director | Jan 26, 2026 | Award | +2,240 | – | – | 546,842 |
| Rejji P. Hayes EVP/CFO | Jan 26, 2026 | Award | +719 | – | – | 245,755 |
| Rejji P. Hayes EVP/CFO | Jan 26, 2026 | Tax withholding | −9,174 | $71.53 | $656.22K | 236,581 |
| Lauren Y. Snyder Senior Vice President | Jan 26, 2026 | Tax withholding | −747 | $71.53 | $53.43K | 12,900 |
| Lauren Y. Snyder Senior Vice President | Jan 26, 2026 | Award | +77 | – | – | 13,647 |
| Brandon J. Hofmeister Senior Vice President | Nov 3, 2025 | Sale | −3,777 | $72.47 | $273.72K | 64,259 |
| Brandon J. Hofmeister Senior Vice President | Nov 3, 2025 | Sale | −223 | $72.48 | $16.16K | 64,490 |
| Shaun M. Johnson SVP and General Counsel | Sep 10, 2025 | Gift | −715 | – | – | 94,176 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brandon J. Hofmeister Officer | May 26, 2026 | 3,000 | $222.93K | May 26, 2026 | Restricted Stock Vesting |
| Scott B. McIntosh Officer | Mar 2, 2026 | 1,750 | $136.86K | Mar 2, 2026 | Restricted Stock Vesting |
| Brandon J. Hofmeister Officer | Feb 27, 2026 | 4,000 | $312.94K | Feb 27, 2026 | Restricted Stock Vesting |
| John G. Russell Director | Feb 20, 2026 | 14,914 | $1.13M | Feb 20, 2026 | RSU Vesting |
| Brandon J. Hofmeister Officer | Nov 3, 2025 | 4,000 | $289.88K | Nov 3, 2025 | Restricted Stock Vesting |
| Lauren Y. Snyder Officer | Sep 2, 2025 | 2,221 | $162.20K | Sep 2, 2025 | Vested stock awarded under CMS Energy's Performance Incentive Stock Plan |
| Brandon J. Hofmeister Officer | Aug 8, 2025 | 2,000 | $147.25K | Aug 8, 2025 | Restricted Stock Vesting |
| Brandon J. Hofmeister Officer | May 6, 2025 | 2,198 | $161.27K | May 6, 2025 | Restricted Stock Award |
| Brandon J. Hofmeister Officer | Mar 3, 2025 | 2,000 | $147.26K | Mar 3, 2025 | Restricted Stock Award |
| Laura Wright Director | Feb 19, 2025 | 2,500 | $174.61K | Feb 19, 2025 | Restricted Stock Vesting |
| Scott B. McIntosh Officer | Feb 14, 2025 | 6,700 | $467.39K | Feb 13, 2025 | Restricted Stock Vesting |
| Brandon J. Hofmeister Officer | Dec 12, 2024 | 2,000 | $134.63K | Dec 12, 2024 | Restricted Stock Award |
| Jack V Butterfield Investment Co Officer | Nov 18, 2024 | 936 | $64.12K | Nov 20, 2024 | Sale |
| Scott B. McIntosh Officer | Nov 18, 2024 | 936 | $64.50K | Nov 20, 2024 | Sale |
| Brandon J. Hofmeister Officer | Sep 4, 2024 | 2,000 | $137.82K | Sep 4, 2024 | Restricted Stock Award |