CMS Energy Corporation (CMS)

Over the past six months, CMS Energy's stock price has seen a slight decrease of 0.51%, though it has risen by 7.53% over the last year. Key events include exceeding Q3 2025 earnings expectations, raising 2025 EPS guidance, initiating 2026 guidance, announcing a significant investment plan, and an agreement with a new data center. In November 2025, SVP Brandon J. Hofmeister sold 4,000 shares of CMS Energy stock.

Demand for CMS Energy's products and services exhibits seasonality, driven by weather conditions. Higher electricity demand occurs during warmer months for cooling, and increased natural gas demand during colder months for heating. Consumers Energy maintains a large underground natural gas storage capacity to manage fluctuations. Seasonal chart analysis suggests a tendency for positive returns between December 12 and March 16.

CMS Energy Corporation is an American energy company focused on utility operations in Michigan, operating in the Utilities sector. Its main business, Consumers Energy, provides electricity and natural gas services, generating electricity from various sources, including renewables. Through NorthStar Clean Energy, CMS Energy is also involved in independent power production.

CMS Energy's primary geographic footprint is Michigan, with Consumers Energy providing electricity and/or natural gas to approximately 6.8 million residents. Electric service is delivered to 1.8 million customers across 62 counties, and natural gas service to nearly 1.8 million customers in 54 counties. While utility operations are concentrated in Michigan, non-utility businesses operate in several states.

CMS Energy has maintained a positive brand reputation, driven by its commitment to sustainability and environmental stewardship. The company has been recognized for its efforts, including inclusion in the MSCI ESG Leaders Index and being named an ENERGY STAR® Partner of the Year for eleven consecutive years as of 2023. CMS Energy is actively pursuing a clean energy transformation, with plans to achieve net-zero methane emissions from its natural gas delivery system by 2030 and net-zero carbon emissions for its entire natural gas system by 2050. The company emphasizes customer satisfaction and building trust within communities through partnerships.

CMS Energy Corporation's ownership is primarily composed of institutional investors, holding approximately 73.43% to 80.3% of the company's stock. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., JPMorgan Chase & Co, State Street Corp, and others. Individual investors and public companies own the remaining shares, with insiders holding about 0.51% to 0.55%.