Cross-institution positioning
May 12, 2026Broad reduction. 2 reducing across 2 comparable institutions.
Source: Schedule 13 researchCMS Institutional Ownership
CMS ENERGY CORP
Institutional Research
Broad reduction
15/100
3 tracked · 2 comparable
Latest filing
May 12, 2026
Positive breadth
1 positive · 2 negative
Recent close
$69.85
Research confidence
Limited
0 accumulating · 1 newly reported · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing May 12, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
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Accumulating0
Newly reported1
Reducing / exited
2
52-week position
10%
$68.64
$69.85
$80.36
Evidence-first research snapshot
What the evidence shows
A compact read across the newest available filing, institutional, insider, company-event, 13F, fundamental, and price evidence. Each item keeps its own reporting window; the evidence is not collapsed into a buy or sell recommendation.
Insider filing activity
Jul 31, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 1 purchase by 1 reporting owner and 1 sale by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Price context
Aug 12, 2026Recent close is 10% through its reported 52-week range; -4.1% over one year.
Source: Stored historical price series
Latest filing decision brief
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Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
May 12, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Tracked institution filing evidence will appear here when available.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Institution comparison rows will appear when mapped ownership filings are available.
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Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases11 reporting owner(s)
30-day sales00 reporting owner(s)
90-day purchase breadth1
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026 | MADDIPATI SRIKANTH | POpen-market or private purchase | Common Stock | 200 | $72.46 | Direct | Aug 3, 2026 |
| Jun 15, 2026 | MADDIPATI SRIKANTH | AGrant, award, or other acquisition | Common Stock | 10.2K | $0.00 | Direct | Jun 16, 2026 |
| May 26, 2026 | Hofmeister Brandon J. | SOpen-market or private sale | Common Stock | 3.0K | $74.31 | Direct | May 27, 2026 |
| May 8, 2026 | Wright Laura | AGrant, award, or other acquisition | Common Stock | 2.4K | $0.00 | Direct | May 11, 2026 |
| May 8, 2026 | TANSKI RONALD J | AGrant, award, or other acquisition | Common Stock | 2.4K | $0.00 | Direct | May 11, 2026 |
| May 8, 2026 | RUSSELL JOHN G | AGrant, award, or other acquisition | Common Stock | 2.4K | $0.00 | Direct | May 11, 2026 |
| May 8, 2026 | Keyes Richard Patrick | AGrant, award, or other acquisition | Common Stock | 2.4K | $0.00 | Direct | May 11, 2026 |
| May 8, 2026 | Sznewajs John G | AGrant, award, or other acquisition | Common Stock | 2.4K | $0.00 | Direct | May 11, 2026 |
| May 8, 2026 | Soto Myrna | AGrant, award, or other acquisition | Common Stock | 2.4K | $0.00 | Direct | May 11, 2026 |
| May 8, 2026 | SHANK SUZANNE F. | AGrant, award, or other acquisition | Common Stock | 2.4K | $0.00 | Direct | May 11, 2026 |
| May 8, 2026 | IZZO RALPH | AGrant, award, or other acquisition | Common Stock | 2.4K | $0.00 | Direct | May 11, 2026 |
| May 8, 2026 | Leopold Diane | AGrant, award, or other acquisition | Common Stock | 2.4K | $0.00 | Direct | May 11, 2026 |
| May 8, 2026 | Butler Deborah H | AGrant, award, or other acquisition | Common Stock | 2.4K | $0.00 | Direct | May 11, 2026 |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent close
$69.85
52-week low
$68.64
Jan 5, 2026
52-week high
$80.36
Apr 9, 2026
Below 52-week high
13.1%
1W return
-2.4%
1M return
-7.4%
3M return
-4.7%
6M return
-6.5%
YTD return
-0.1%
1Y return
-4.1%
30-day volatility
18.6%
90-day volatility
20.1%
1Y max drawdown
-13.6%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 0 of 0 filing(s)View beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|
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