CMS Smart Money
CMS Energy Corporation
1W: +3.3%
1M: +10.6%
3M: -5.7%
YTD: -0.4%
1Y: -6.0%
3Y: +39.8%
5Y: +33.4%
$68.89
-0.70 (-1.01%)
Weekly Expected Move ±2.7%
$66
$68
$70
$71
$73
Credit Risk of going bust: lower than 80% of companies Debt: 46.9% of company value Bonds: $325.2M held by 343 funds, 85 bp over Treasuries → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.28 (down 97%), CMS Energy Corporation would be worth roughly what it owes.
Total debt $19.30B against a stock market value of $21.82B.
Distance to default 9.63 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $9.96B (short-term plus half of long-term), stock volatility 17.6%; Altman Z'' 0.81. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $2.28 (down 97%), CMS Energy Corporation would be worth roughly what it owes.
Total debt $19.30B against a stock market value of $21.82B.
Distance to default 9.63 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $9.96B (short-term plus half of long-term), stock volatility 17.6%; Altman Z'' 0.81. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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🏦 Institutional Activity
Latest: Q2 2026905
Institutions Holding
+6 vs prior
109.7%
Ownership
+5.73%
107
New
338
Increased
324
Reduced
82
Closed
👔 Insider Trades
25 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026-07-31 | MADDIPATI SRIKANTH | officer: evp/cfo | P-Purchase | 200 | $72.45 | $14K | Filing |
| 2026-06-15 | MADDIPATI SRIKANTH | officer: evp/cfo | A-Grant/Award | 10,184 | $— | $0 | Filing |
| 2026-05-26 | Hofmeister Brandon J. | officer: senior vice president | S-Sale | 3,000 | $74.31 | $223K | Filing |
| 2026-05-08 | Leopold Diane | director | A-Grant/Award | 2,411 | $— | $0 | Filing |
| 2026-05-08 | Wright Laura | director | A-Grant/Award | 2,411 | $— | $0 | Filing |
| 2026-05-08 | TANSKI RONALD J | director | A-Grant/Award | 2,411 | $— | $0 | Filing |
| 2026-05-08 | RUSSELL JOHN G | director | A-Grant/Award | 2,411 | $— | $0 | Filing |
| 2026-05-08 | Keyes Richard Patrick | director | A-Grant/Award | 2,411 | $— | $0 | Filing |
| 2026-05-08 | Sznewajs John G | director | A-Grant/Award | 2,411 | $— | $0 | Filing |
| 2026-05-08 | Soto Myrna | director | A-Grant/Award | 2,411 | $— | $0 | Filing |
| 2026-05-08 | SHANK SUZANNE F. | director | A-Grant/Award | 2,411 | $— | $0 | Filing |
| 2026-05-08 | IZZO RALPH | director | A-Grant/Award | 2,411 | $— | $0 | Filing |
| 2026-05-08 | Butler Deborah H | director | A-Grant/Award | 2,411 | $— | $0 | Filing |
| 2026-03-26 | Berry Tonya L | officer: executive vice president & coo | A-Grant/Award | 2,021 | $— | $0 | Filing |
| 2026-03-26 | Berry Tonya L | officer: executive vice president & coo | F-Tax Withholding | 2,642 | $76.33 | $202K | Filing |
| 2026-03-26 | Johnson Shaun M | officer: executive vice president & clo | A-Grant/Award | 3,284 | $— | $0 | Filing |
| 2026-03-26 | Johnson Shaun M | officer: executive vice president & clo | F-Tax Withholding | 4,311 | $76.33 | $329K | Filing |
| 2026-03-26 | Hofmeister Brandon J. | officer: senior vice president | F-Tax Withholding | 3,759 | $76.33 | $287K | Filing |
| 2026-03-26 | Hayes Rejji P | officer: evp/cfo | A-Grant/Award | 6,316 | $— | $0 | Filing |
| 2026-03-26 | Hayes Rejji P | officer: evp/cfo | F-Tax Withholding | 8,290 | $76.33 | $633K | Filing |
| 2026-03-26 | Rochow Garrick J | officer: president and ceo | F-Tax Withholding | 25,833 | $76.33 | $2.0M | Filing |
| 2026-03-26 | Snyder Lauren Y | officer: senior vice president | A-Grant/Award | 674 | $— | $0 | Filing |
| 2026-03-26 | Snyder Lauren Y | officer: senior vice president | F-Tax Withholding | 574 | $76.33 | $44K | Filing |
| 2026-03-26 | McIntosh Scott B | officer: vp, controller, cao | F-Tax Withholding | 1,197 | $76.33 | $91K | Filing |
| 2026-03-26 | McIntosh Scott B | officer: vp, controller, cao | A-Grant/Award | 1,028 | $— | $0 | Filing |
🏛️ Congressional Trades
25 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| 2026-09-25 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2026-01-29 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-18 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-18 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-17 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-09 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-09 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-08 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-08 | Julie Johnson | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-08 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-08 | Julie Johnson | House | Buy | $1,001 - $15,000 | Filing |
| 2025-12-08 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-07 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-12-07 | Julie Johnson | House | Buy | $1,001 - $15,000 | Filing |
| 2025-11-13 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-13 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-11-12 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2025-10-30 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-10-30 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2025-08-14 | Julie Johnson | House | Sell | $1,001 - $15,000 | Filing |
| 2024-05-20 | Ro Khanna | House | Buy | $50,001 - $100,000 | Filing |
| 2023-06-08 | Ro Khanna | House | Buy | $1,001 - $15,000 | Filing |
| 2023-05-31 | Ro Khanna | House | Sell | $1,001 - $15,000 | Filing |
| 2022-06-01 | Shelley Moore Capito | Senate | Buy | $1,001 - $15,000 | Filing |
| 2022-06-01 | Shelley Moore Capito | Senate | Buy | $1,001 - $15,000 | Filing |
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,068,880 | $2.5B | -494,694 | 2026-06-30 | Filing |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,166,948 | $1.5B | +289,651 | 2026-06-30 | Filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,050,893 | $1.5B | +257,548 | 2026-06-30 | Filing |
| STATE STREET CORP | 17,705,946 | $1.4B | -393,087 | 2026-06-30 | Filing |
| JPMORGAN CHASE & CO | 16,409,389 | $1.3B | +569,705 | 2026-06-30 | Filing |
| WELLINGTON MANAGEMENT GROUP LLP | 12,158,296 | $930M | +5,502,352 | 2026-06-30 | Filing |
| GEODE CAPITAL MANAGEMENT, LLC | 8,740,533 | $666M | +212,380 | 2026-06-30 | Filing |
| DEUTSCHE BANK AG | 8,082,021 | $618M | +336,707 | 2026-06-30 | Filing |
| DZ BANK AG Deutsche Zentral Genossenscha | 7,882,550 | $603M | -252,677 | 2026-06-30 | Filing |
| Invesco Ltd. | 7,616,465 | $583M | -28,732 | 2026-06-30 | Filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA | 7,242,159 | $576M | -388,214 | 2026-06-30 | Filing |
| VICTORY CAPITAL MANAGEMENT INC | 6,595,840 | $505M | -243,422 | 2026-06-30 | Filing |
| AMERIPRISE FINANCIAL INC | 6,461,250 | $494M | +1,530,673 | 2026-06-30 | Filing |
| Capital International Investors | 5,302,655 | $406M | +5,302,655 | 2026-06-30 | Filing |
| WELLS FARGO & COMPANY/MN | 5,245,081 | $401M | -176,993 | 2026-06-30 | Filing |
| GOLDMAN SACHS GROUP INC | 4,844,029 | $371M | +65,496 | 2026-06-30 | Filing |
| NORGES BANK | 4,837,123 | $370M | +4,837,123 | 2026-06-30 | Filing |
| GQG Partners LLC | 4,750,161 | $363M | +337,588 | 2026-06-30 | Filing |
| Pictet Asset Management Holding SA | 4,268,534 | $327M | +101,719 | 2026-06-30 | Filing |
| MORGAN STANLEY | 4,070,310 | $311M | -643,689 | 2026-06-30 | Filing |