• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishDashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees
    Legal
    Terms of usePrivacy policyCookie policy

    Amendment: SEC Form SC 13G/A filed by CMS Energy Corporation

    10/17/24 11:42:38 AM ET
    $CMS
    Power Generation
    Utilities
    Get the next $CMS alert in real time by email
    SC 13G/A 1 CMS_ENERGY_CORPORATION.htm FILING CMS ENERGY CORPORATION Schedule 13G


     
    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
     
    SCHEDULE 13G
     
     
    Under the Securities Exchange Act of 1934
    (Amendment No. 11)*
     
    CMS ENERGY CORPORATION 

    (Name of Issuer)
     
    Common Stock, $0.01 par value

    (Title of Class of Securities)
     
    125896100

    (CUSIP Number)
     
    September 30, 2024

    (Date of Event Which Requires Filing of this Statement)
     
    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
     
         x  Rule 13d-1(b)
     
         o  Rule 13d-1(c)
     
         o  Rule 13d-1(d)
     
    * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
     
    The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
     


     
     

     
     
    CUSIP No.  125896100            
     
               
    1   NAMES OF REPORTING PERSONS

    I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
      JPMORGAN CHASE & CO.

    13-2624428
         
    2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)



      (a)   o
      (b)   o
         
    3   SEC USE ONLY
       
       
         
    4   CITIZENSHIP OR PLACE OF ORGANIZATION
       
      Delaware
           
    NUMBER OF SHARES BENEFICIALLY  OWNED BY EACH REPORTING PERSON WITH:  5   SOLE VOTING POWER
       
      20,305,657
         
    6   SHARED VOTING POWER
       
      151,966
         
    7   SOLE DISPOSITIVE POWER
       
      23,112,742
         
    8   SHARED DISPOSITIVE POWER
       
      153,866
         
    9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
       
      23,271,815
         
    10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)
       
      o
         
    11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
       
      7.7 %
         
    12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
       
      HC
     

    FOOTNOTES
       
     
     
     

     
     
    Item 1.


     
    (a)
    Name of Issuer
     
     
    CMS ENERGY CORPORATION


     
    (b)
    Address of Issuer’s Principal Executive Offices
     
     
    One Energy Plaza,
    Jackson, Michigan 49201


    Item 2.


     
    (a)
    Name of Person Filing
     
     
    JPMORGAN CHASE & CO.


     
    (b)
    Address of Principal Business Office or, if none, Residence
     
     
    383 Madison Avenue
    New York, NY 10179


     
    (c)
    Citizenship
     
     
    Delaware


     
    (d)
    Title of Class of Securities
     
     
    Common Stock, $0.01 par value


     
    (e)
    CUSIP Number
     
     
    125896100


     
    Item 3.
    If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:


     
    (a)
    o
    Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).


     
    (b)
    o
    Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).


     
    (c)
    o
    Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).


     
    (d)
    o
    Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8).


     
    (e)
    o
    An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E);


     
    (f)
    o
    An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F);


     
    (g)
    x
    A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);


     
    (h)
    o
    A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);


     
    (i)
    o
    A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);


     
    (j)
    o
    A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J).


     
    (k)
    o
    A group, in accordance with § 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:


     
     
     

     
     
    Item 4.
    Ownership.
     
    Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.


     
    (a)
    Amount beneficially owned: 23,271,815


     
    (b)
    Percent of class: 7.7 %


     
    (c)
    Number of shares as to which the person has:


     
    (i)
    Sole power to vote or to direct the vote: 20,305,657


     
    (ii)
    Shared power to vote or to direct the vote: 151,966


     
    (iii)
    Sole power to dispose or to direct the disposition of: 23,112,742


     
    (iv)
    Shared power to dispose or to direct the disposition of: 153,866


    Item 5.
    Ownership of Five Percent or Less of a Class
     
    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following o .
     
     
     
    Item 6.
    Ownership of More than Five Percent on Behalf of Another Person.
     
    Not Applicable
     
    Item 7.
    Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company
     
    J.P. Morgan Trust Company of Delaware
    J.P. Morgan Securities LLC
    JPMorgan Chase Bank, National Association
    JPMorgan Asset Management (UK) Limited
    J.P. Morgan Investment Management Inc.
    J.P. MORGAN SE
    J.P. Morgan (Suisse) SA
    JPMorgan Asset Management Holdings Inc.
    JPMorgan Asset Management (China) Company Limited
    J.P. Morgan Private Wealth Advisors LLC
    55I, LLC
     
    Item 8.
    Identification and Classification of Members of the Group
     
    Not Applicable
     
    Item 9.
    Notice of Dissolution of Group
     
    Not Applicable
     
     
     

     
     
     
    Item 10.
    Certification
       
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §240.14a-11.
     
     


    SIGNATURE


    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
     
     
      JPMORGAN CHASE & CO.

     
           
    Date: October 17, 2024
    By:
    /s/  Rachel Tsvaygoft  
        Name: Rachel Tsvaygoft  
        Title:  Vice President  
           
     
    Footnotes:


    Attention:
    Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001)
     
     



    Get the next $CMS alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $CMS

    DatePrice TargetRatingAnalyst
    2/20/2025$68.00 → $75.00Equal Weight → Overweight
    Barclays
    1/23/2025Buy → Neutral
    Guggenheim
    11/5/2024$76.00Buy
    Jefferies
    10/15/2024$76.00 → $72.00Outperform → Neutral
    Mizuho
    4/4/2024Buy → Neutral
    UBS
    2/2/2024$60.00 → $64.00Neutral → Buy
    Guggenheim
    1/16/2024$62.00Peer Perform → Outperform
    Wolfe Research
    1/8/2024Buy → Neutral
    Seaport Research Partners
    More analyst ratings

    $CMS
    SEC Filings

    See more
    • CMS Energy Corporation filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

      8-K - CMS ENERGY CORP (0000811156) (Filer)

      6/18/25 5:20:33 PM ET
      $CMS
      Power Generation
      Utilities
    • CMS Energy Corporation filed SEC Form 8-K: Leadership Update

      8-K - CMS ENERGY CORP (0000811156) (Filer)

      6/6/25 4:00:14 PM ET
      $CMS
      Power Generation
      Utilities
    • CMS Energy Corporation filed SEC Form 8-K: Other Events, Financial Statements and Exhibits

      8-K - CMS ENERGY CORP (0000811156) (Filer)

      6/4/25 4:10:56 PM ET
      $CMS
      Power Generation
      Utilities

    $CMS
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Senior Vice President Hofmeister Brandon J. sold $161,790 worth of shares (2,198 units at $73.61), decreasing direct ownership by 3% to 69,571 units (SEC Form 4)

      4 - CMS ENERGY CORP (0000811156) (Issuer)

      5/8/25 1:17:20 PM ET
      $CMS
      Power Generation
      Utilities
    • Director Butler Deborah H was granted 2,401 shares (SEC Form 4)

      4 - CMS ENERGY CORP (0000811156) (Issuer)

      5/6/25 10:57:38 AM ET
      $CMS
      Power Generation
      Utilities
    • Director Soto Myrna was granted 2,401 shares (SEC Form 4)

      4 - CMS ENERGY CORP (0000811156) (Issuer)

      5/6/25 10:57:26 AM ET
      $CMS
      Power Generation
      Utilities

    $CMS
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • CMS Energy upgraded by Barclays with a new price target

      Barclays upgraded CMS Energy from Equal Weight to Overweight and set a new price target of $75.00 from $68.00 previously

      2/20/25 7:00:43 AM ET
      $CMS
      Power Generation
      Utilities
    • CMS Energy downgraded by Guggenheim

      Guggenheim downgraded CMS Energy from Buy to Neutral

      1/23/25 8:48:59 AM ET
      $CMS
      Power Generation
      Utilities
    • Jefferies initiated coverage on CMS Energy with a new price target

      Jefferies initiated coverage of CMS Energy with a rating of Buy and set a new price target of $76.00

      11/5/24 6:16:50 AM ET
      $CMS
      Power Generation
      Utilities

    $CMS
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • CMS Energy Announces the Pricing Terms of its Cash Tender Offer for Certain Outstanding Debt Securities

      JACKSON, Mich., June 18, 2025 /PRNewswire/ -- CMS Energy Corporation ("CMS Energy") (NYSE:CMS) announced today the pricing terms of the outstanding bonds listed in the table below (the "Bonds") pursuant to the previously announced cash tender offer (the "Tender Offer") for up to $147.095 million aggregate principal amount (the "Aggregate Tender Cap") of the Bonds and certain other series of bonds specified in the Offer to Purchase, dated June 4, 2025 (the "Offer to Purchase") relating to the Tender Offer, which were issued by Consumers Energy Company ("Consumers"). The terms and conditions of the Tender Offer are described in the Offer to Purchase and remain unchanged except as modified by C

      6/18/25 4:01:00 PM ET
      $CMS
      Power Generation
      Utilities
    • CMS Energy Announces the Early Results and Upsizing of its Cash Tender Offer for Certain Outstanding Debt Securities

      JACKSON, Mich., June 18, 2025 /PRNewswire/ -- CMS Energy Corporation ("CMS Energy") (NYSE:CMS) announced today the early results and upsizing of the previously announced cash tender offer (the "Tender Offer") for up to the Aggregate Tender Cap (as defined below) of the outstanding bonds listed in the table below and certain other series of bonds (the "Bonds"), which were issued by Consumers Energy Company ("Consumers"). CMS has amended the terms of the Tender Offer to increase the combined aggregate principal amount of Bonds subject to the Tender Offer (the "Aggregate Tender Cap") from $125 million to $147.095 million. In addition, the Series Tender Cap for the 2.500% First Mortgage Bonds du

      6/18/25 9:00:00 AM ET
      $CMS
      Power Generation
      Utilities
    • Underground Power Line Pilot Program Proves Highly Effective Against Recent Severe Weather

      JACKSON, Mich., June 9, 2025 /PRNewswire/ -- Record-breaking severe weather has swept across the state during the first half of 2025. While these storms have left a path of destruction, Consumers Energy is proud to announce early successes from its underground power line pilot program. Initial data shows that areas included in the 9-mile pilot experienced fewer outages and improved overall system reliability compared to overhead-line service areas. Buried power lines are better protected from common outage causes, including lightning, high winds, tornadoes, heavy snow, ice and

      6/9/25 6:00:00 AM ET
      $CMS
      Power Generation
      Utilities

    $CMS
    Leadership Updates

    Live Leadership Updates

    See more
    • Consumers Energy and Hecate Energy Break Ground on 360 MW Sunfish Solar 2 Renewable Energy Project

      New Calhoun County Clean Energy Facility to Advance Customer Priorities, Strengthen Electric Grid, and Offer Clean Energy Options for Regional Businesses JACKSON, Mich., Jan. 29, 2025 /PRNewswire/ -- Consumers Energy and Hecate Energy ("Hecate") announced today that initial site work by Bechtel has begun on the 360-megawatt (MW) Sunfish Solar 2 project, progressing with a target completion date of Q2 2026. The project will be constructed in Lee Township in Calhoun County, Michigan. Capable of supplying enough energy to power approximately 69,000 Michigan homes, the project is

      1/29/25 4:12:00 PM ET
      $CMS
      Power Generation
      Utilities
    • Consumers Energy Names Angela D. Henderson as Vice President of Supply Chain

      JACKSON, Mich., June 24, 2024 /PRNewswire/ -- Consumers Energy today announced the appointment of Angela D. Henderson as vice president of supply chain, effective July 1. Angela joins Consumers Energy from Ford Motor Co. where she held a variety of leadership roles in supply chain with rich experience in sourcing & purchasing, sustainability & diversity, and most recently in strategic and digital transformation. "I'm delighted to welcome Angela and her wealth of experience in supply chain to Consumers Energy. Her deep background in leading numerous supply chain functions at Fo

      6/24/24 2:19:00 PM ET
      $CMS
      Power Generation
      Utilities
    • Myrna Soto Joins Huntress' Board of Directors

      ELLICOTT CITY, Md., Oct. 03, 2023 (GLOBE NEWSWIRE) -- Huntress, the managed security platform for small and mid-sized businesses (SMBs) and the managed service providers that support them, today announced that industry veteran Myrna Soto, who has more than three decades of experience in corporate leadership and cybersecurity, has been elected to Huntress' Board of Directors. Soto brings information technology and security experience and distinction, leading and advising cybersecurity best practices to global businesses and their consumers. Soto is the former Global CISO at Comcast Corp., Chief Strategy and Trust Officer at Forcepoint, COO at an award-winning managed security services prov

      10/3/23 9:00:00 AM ET
      $BPOP
      $CMS
      $SAVE
      $TNET
      Major Banks
      Finance
      Power Generation
      Utilities

    $CMS
    Financials

    Live finance-specific insights

    See more
    • CMS Energy Announces the Pricing Terms of its Cash Tender Offer for Certain Outstanding Debt Securities

      JACKSON, Mich., June 18, 2025 /PRNewswire/ -- CMS Energy Corporation ("CMS Energy") (NYSE:CMS) announced today the pricing terms of the outstanding bonds listed in the table below (the "Bonds") pursuant to the previously announced cash tender offer (the "Tender Offer") for up to $147.095 million aggregate principal amount (the "Aggregate Tender Cap") of the Bonds and certain other series of bonds specified in the Offer to Purchase, dated June 4, 2025 (the "Offer to Purchase") relating to the Tender Offer, which were issued by Consumers Energy Company ("Consumers"). The terms and conditions of the Tender Offer are described in the Offer to Purchase and remain unchanged except as modified by C

      6/18/25 4:01:00 PM ET
      $CMS
      Power Generation
      Utilities
    • CMS Energy Announces the Early Results and Upsizing of its Cash Tender Offer for Certain Outstanding Debt Securities

      JACKSON, Mich., June 18, 2025 /PRNewswire/ -- CMS Energy Corporation ("CMS Energy") (NYSE:CMS) announced today the early results and upsizing of the previously announced cash tender offer (the "Tender Offer") for up to the Aggregate Tender Cap (as defined below) of the outstanding bonds listed in the table below and certain other series of bonds (the "Bonds"), which were issued by Consumers Energy Company ("Consumers"). CMS has amended the terms of the Tender Offer to increase the combined aggregate principal amount of Bonds subject to the Tender Offer (the "Aggregate Tender Cap") from $125 million to $147.095 million. In addition, the Series Tender Cap for the 2.500% First Mortgage Bonds du

      6/18/25 9:00:00 AM ET
      $CMS
      Power Generation
      Utilities
    • CMS Energy announces cash tender offers for up to $125 million of outstanding debt securities issued by Consumers Energy

      JACKSON, Mich., June 4, 2025 /PRNewswire/ -- CMS Energy Corporation ("CMS Energy") (NYSE:CMS) announced today the commencement of a cash tender offer (the "Tender Offer") for up to $125 million aggregate principal amount (the "Aggregate Tender Cap") of the outstanding bonds listed in the table below (the "Bonds"), which were issued by Consumers Energy Company ("Consumers"). The table below summarizes certain information regarding the Bonds and the Tender Offer, including the acceptance priority levels (the "Acceptance Priority Levels"), subject to the applicable sublimit (set forth in the table below) (the "Series Tender Cap"), if applicable, and the Aggregate Tender Cap for the Bonds. The

      6/4/25 4:00:00 PM ET
      $CMS
      Power Generation
      Utilities

    $CMS
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by CMS Energy Corporation

      SC 13G/A - CMS ENERGY CORP (0000811156) (Subject)

      10/17/24 11:42:38 AM ET
      $CMS
      Power Generation
      Utilities
    • SEC Form SC 13G/A filed by CMS Energy Corporation (Amendment)

      SC 13G/A - CMS ENERGY CORP (0000811156) (Subject)

      2/13/24 4:55:49 PM ET
      $CMS
      Power Generation
      Utilities
    • SEC Form SC 13G/A filed by CMS Energy Corporation (Amendment)

      SC 13G/A - CMS ENERGY CORP (0000811156) (Subject)

      1/25/24 3:04:58 PM ET
      $CMS
      Power Generation
      Utilities