CMS SEC Filings

CMS Energy Corporation (CMS) reported its financial results for the six months ended June 30, 2026. Net income available to common stockholders was $455 million, a decrease from $500 million in the same period of 2025, with diluted EPS at $1.47 compared to $1.67 in the prior year. This decline was attributed to the absence of gains on debt extinguishment, higher service restoration costs, and increased depreciation and property taxes, partially offset by electric and gas rate increases and improved performance at NorthStar Clean Energy. The company is actively managing its transition to cleaner energy sources, aligning with Michigan's 2023 Energy Law which mandates significant increases in renewable and clean energy by 2035 and 2040. CMS Energy's utility subsidiary, Consumers Energy, is making substantial investments in grid modernization, renewable generation, and natural gas infrastructure to enhance reliability, safety, and environmental performance. Significant regulatory matters, including pending rate cases for both electric and gas utilities, are key factors influencing future financial performance and customer rates.

CMS Energy Corporation (CMS) has filed an 8-K report on July 28, 2026, to announce its second quarter 2026 financial results. The report primarily references a furnished news release (Exhibit 99.1) and a presentation (Exhibit 99.2) which contain the detailed financial information and outlook. Investors should note that the company utilizes non-GAAP financial measures, specifically 'adjusted earnings,' which management considers a key indicator of operating performance and uses for external communications. A reconciliation of these non-GAAP measures to GAAP figures is provided, with adjustments potentially including items like discontinued operations, asset sales, impairments, and regulatory items. The company emphasizes that these adjusted figures are supplemental and not a substitute for reported GAAP earnings. CMS Energy has also scheduled a webcast for July 28, 2026, at 10:00 a.m. ET, to discuss these results and provide a business and financial outlook. The webcast details and presentation will be available on the company's investor relations website. It's important for investors to be aware that information furnished in this 8-K, including the exhibits, is not considered 'filed' for Section 18 purposes and thus does not carry the same liability. The company also highlights its practice of routinely posting important information on its website, particularly in the Investor Relations section.

CMS Energy Corp (CMS) has announced a significant leadership transition with the retirement of Rejji P. Hayes as Executive Vice President and Chief Financial Officer (CFO) for both CMS Energy and Consumers Energy, effective June 3, 2026. Succeeding Hayes is Srikanth (Sri) Maddipati, who brings extensive experience within CMS Energy, having served in various finance and operational roles since 2014, including treasurer and vice president of electric supply. Maddipati's prior experience at Goldman Sachs further strengthens his financial acumen for this critical role. This appointment is effective immediately and is accompanied by a new compensation package for Maddipati. In addition to the CFO change, CMS Energy has reaffirmed its financial guidance provided on April 28, 2026, as of June 3, 2026. While this report primarily details personnel changes, the reaffirmation of guidance suggests continued confidence in the company's financial outlook by current management. Investors should monitor the upcoming earnings reports for performance against this reaffirmed guidance, especially in light of the new CFO's leadership.

CMS Energy Corporation (CMS) filed an 8-K on May 13, 2026, reporting the outcomes of its 2026 annual shareholder meeting held on May 8, 2026. The most significant outcomes for investors revolve around governance and capital structure. Shareholders approved amendments to the Restated Articles of Incorporation, notably increasing the authorized shares of common stock from 350 million to 700 million and granting shareholders the ability to call a special meeting. These changes provide the company with increased flexibility for future capital raising and strategic initiatives. Additionally, all incumbent directors for both CMS Energy and its subsidiary Consumers Energy were re-elected. The company's executive compensation plan received advisory approval from shareholders, and PricewaterhouseCoopers LLP was ratified as the independent auditor for both entities for the fiscal year ending December 31, 2026. A shareholder proposal to allow for action by written consent did not pass.

CMS Energy Corporation has announced the commencement of an equity offering program with the potential to raise up to $3 billion in aggregate sales price for its common stock. This program, detailed in a prospectus supplement filed on May 13, 2026, allows CMS Energy to offer and sell shares over time as determined by market conditions, stock price, and funding needs. The company has entered into an equity distribution agreement with a consortium of prominent financial institutions acting as agents and forward purchasers. While CMS Energy has the flexibility to sell shares to raise capital, it is important to note that the company is not obligated to sell any shares and actual sales will depend on various factors. The structure of the offering involves forward sale agreements, where initial proceeds from borrowed shares will not go directly to CMS Energy. The company expects to receive cash proceeds upon physically settling these forward sale agreements, but may elect to cash or net share settle, potentially resulting in no cash proceeds or even an obligation to deliver cash or shares.

CMS Energy Corp. (CMS) reported improved financial performance for the first quarter of 2026 compared to the same period in 2025. Net income available to common stockholders increased to $338 million, or $1.10 per diluted share, up from $302 million, or $1.01 per diluted share, in the prior year. This growth was primarily driven by strong performance in the Gas Utility segment and significant positive contributions from NorthStar Clean Energy, which offset a slight decline in the Electric Utility segment. The company continues to advance its "triple bottom line" strategy, focusing on people, planet, and prosperity. Key investments are being made in infrastructure upgrades for reliability and clean energy initiatives, aligning with Michigan's 2023 Energy Law and sustainability goals. Significant capital expenditures are planned over the next five years to enhance grid reliability, expand renewable energy resources, and upgrade gas infrastructure, demonstrating a commitment to long-term growth and environmental stewardship.

CMS Energy Corporation (CMS) has filed an 8-K report on April 28, 2026, to announce its first quarter 2026 financial results. The filing primarily consists of a news release (Exhibit 99.1) detailing these results and a presentation (Exhibit 99.2) to be discussed on a webcast. Investors should note that the company utilizes non-GAAP financial measures, specifically "adjusted earnings," which management considers a key indicator of operational performance and is used for external communications. While these adjusted figures are provided with reconciliations to GAAP measures, the company does not provide earnings guidance on a GAAP basis due to the unpredictability of certain items. The webcast, scheduled for the same day as the filing, will offer further insights into the company's financial performance and future outlook.

CMS Energy Corp. (CMS) announced on February 20, 2026, significant changes to its Boards of Directors for both the parent company and its principal subsidiary, Consumers Energy Company. The company elected two new directors, Diane Leopold and Richard P. Keyes, expanding the board size from nine to eleven members. These appointments aim to enhance the board's expertise, with Leopold bringing extensive experience from Dominion Energy, Inc., and Keyes contributing leadership insights from Meijer, Inc. Leopold and Keyes are expected to contribute to key committees, with Leopold joining the Compensation and Human Resources Committee and the Finance Committee, while Keyes will serve on the Audit Committee and Governance, Sustainability and Public Responsibility Committee. Their compensation will be in line with existing non-employee director arrangements, including restricted stock grants. These additions signal a strategic move by CMS Energy to leverage external expertise to support its ongoing governance and strategic initiatives.

CMS Energy Corporation (CMS) has filed an 8-K to report on its ongoing equity offering program. The company announced the filing of an updated prospectus supplement, indicating that approximately $492.3 million worth of common stock remains available for sale under its existing $1 billion program. This offering allows CMS Energy to sell shares opportunistically based on market conditions, stock trading prices, and funding needs, providing financial flexibility.

CMS Energy Corporation (CMS) reported solid financial performance for 2025, with consolidated operating revenue reaching $8.5 billion, an increase from $7.5 billion in 2024. The company's primary subsidiary, Consumers Energy, continues to be the main driver of revenue and assets, serving millions of customers in Michigan with both electric and gas utility services. CMS Energy is actively engaged in a significant transition towards cleaner energy sources, with ambitious goals to achieve 60% renewable energy by 2035 and 100% clean energy by 2040, reflecting a commitment to sustainability alongside its core business operations. The company is also investing heavily in infrastructure upgrades to enhance reliability and meet future energy demands, including the integration of renewable generation and energy storage solutions. Financially, CMS Energy demonstrated growth in net income to $1.1 billion in 2025 from $993 million in 2024, with diluted EPS rising to $3.53 from $3.33. This growth was supported by higher electric and gas sales, favorable weather conditions, and implemented rate increases, partially offset by increased operating expenses such as depreciation and higher interest costs. The company's capital expenditure plan for the next five years is substantial, projected at $25.8 billion, with a significant portion allocated to modernizing its electric and gas infrastructure and advancing its clean energy initiatives, signaling a strong focus on long-term growth and operational improvements.

CMS Energy Corporation (CMS) filed an 8-K on February 5, 2026, to announce its 2025 financial results. The report primarily incorporates by reference a news release and a presentation that provide details on the company's performance and future outlook. Investors should note that the company utilizes "adjusted earnings" as a key performance metric, which excludes various items that can significantly impact GAAP net income. A reconciliation of these non-GAAP measures to their GAAP equivalents is provided, offering transparency into management's view of operational performance.

CMS Energy Corporation and its subsidiary Consumers Energy Company have significantly strengthened their liquidity positions through the amendment and restatement of multiple revolving credit facilities. On November 21, 2025, CMS Energy increased its unsecured revolving credit facility by $200 million to $750 million, with a five-year term extending to November 21, 2030, plus extension options. Simultaneously, Consumers Energy amended and restated its primary $1.1 billion secured revolving credit facility, also with a five-year term, and entered into a new $300 million secured revolving credit facility with a three-year term. These actions enhance financial flexibility, providing ample resources for general corporate purposes and working capital, and signal continued confidence from a consortium of major financial institutions.

CMS Energy Corporation (CMS) has filed an 8-K report detailing the successful sale of $1.15 billion in aggregate principal amount of 3.125% Convertible Senior Notes due 2031. This offering, which included the full exercise of an over-allotment option, was conducted as a private placement to qualified institutional buyers under Rule 144A, generating significant capital for the company. The notes bear a fixed interest rate of 3.125% and mature on May 1, 2031, with semiannual interest payments. This move by CMS Energy provides a substantial influx of long-term debt financing, which may be used for general corporate purposes and to strengthen its balance sheet or fund strategic initiatives. Investors should note the convertible nature of the notes, which allows for potential conversion into cash or a combination of cash and CMS Energy common stock, offering upside participation.

CMS Energy Corporation (CMS) has announced the pricing and upsize of a private placement for its 3.125% Convertible Senior Notes due 2031. The company will issue $850 million in aggregate principal amount, with an option for initial purchasers to acquire an additional $150 million, bringing the potential total to $1 billion. This offering is a significant financing event that will impact the company's capital structure and future interest expenses. Investors should note that these are convertible senior notes, meaning they can be converted into shares of CMS Energy's common stock under certain conditions. The terms of the conversion, along with the coupon rate of 3.125%, are key details for evaluating the attractiveness of this debt issuance. The upsized nature of the offering suggests strong investor demand and potentially a positive outlook from the market regarding CMS Energy's financial health.

CMS Energy Corporation has announced the launch of a private placement for $750 million in Convertible Senior Notes due 2031. This financing move indicates the company's strategy to potentially raise capital while offering debt instruments with equity conversion features. Investors should note that the details of the terms and conditions of these notes, including the conversion price and interest rate, are crucial for understanding their potential impact on the company's capital structure and future equity dilution. The issuance of convertible notes can be a strategic financial tool for companies like CMS Energy, allowing them to access funds at potentially lower interest rates compared to traditional debt, with the added benefit of equity conversion if the stock price performs well. This filing serves as a notification of the intent to issue these notes, with further details expected to be disclosed in associated offering documents.

CMS Energy Corporation (CMS) filed an 8-K on October 30, 2025, to announce its third-quarter 2025 financial results. The report primarily directs investors to an attached news release (Exhibit 99.1) and a presentation (Exhibit 99.2) for detailed information. These documents will contain the company's operating performance, financial condition, and outlook. Investors should pay close attention to the earnings guidance and any non-GAAP financial measures presented, as CMS Energy uses adjusted earnings as a key performance indicator for external communications. The company will also host a webcast on the same day to discuss these results and provide a business and financial outlook, which will be available on their website. Investors are advised to review the materials furnished in the 8-K, particularly the news release and presentation, for the most current information regarding CMS Energy's performance and future prospects.

CMS Energy Corporation (CMS) reported solid financial performance for the nine months ending September 30, 2025, with net income available to common stockholders increasing to $775 million from $731 million in the prior year period. Diluted Earnings Per Share (EPS) also saw a rise to $2.59 from $2.45. This growth was primarily driven by increased electric and gas sales due to favorable weather conditions and rate increases, despite a downturn in earnings at its NorthStar Clean Energy segment and higher depreciation and property taxes. The company continues to invest heavily in infrastructure, with plans for $20.0 billion in capital expenditures through 2029, focused on grid reliability, clean energy transition, and gas infrastructure modernization, aiming for a rate-base growth of over 8% annually. CMS Energy is actively managing regulatory and environmental landscapes, aligning with Michigan's 2023 Energy Law which mandates higher renewable and clean energy standards. The company is progressing with its Clean Energy Plan, which includes ending coal-fired generation by 2025 and investing in renewable energy sources like solar and wind, as well as energy storage. Significant regulatory developments include ongoing rate cases for both electric and gas utilities, which are crucial for recovering investments and maintaining affordability for customers. The company also faces ongoing scrutiny and potential regulatory actions related to environmental compliance and greenhouse gas emissions, though it aims to mitigate these through a 'triple bottom line' approach focusing on people, planet, and prosperity.

CMS Energy Corporation (CMS) filed an 8-K on July 31, 2025, to announce its second quarter 2025 results. The report primarily references a furnished news release (Exhibit 99.1) and a presentation (Exhibit 99.2) which contain the detailed financial results and outlook. Investors should note that the company utilizes non-GAAP financial measures, specifically "adjusted earnings," for reporting performance. While a reconciliation to GAAP is provided for historical periods, forward-looking earnings guidance does not include a reconciliation due to the unpredictable nature of certain potential adjustments. The company also announced a webcast to discuss these results and its business and financial outlook, scheduled for the same day. Investors are encouraged to review the accompanying news release and presentation for specific financial figures and management's commentary on performance and future expectations. CMS Energy emphasizes that information shared in this 8-K, including exhibits, is furnished and not deemed "filed" under Section 18 of the Exchange Act.

CMS Energy Corporation (CMS) reported solid financial results for the six months ended June 30, 2025, with net income available to common stockholders increasing by approximately 4.2% to $500 million, and diluted Earnings Per Share (EPS) rising to $1.67 from $1.61 in the prior year period. This growth was driven by favorable weather leading to higher gas sales and the impact of electric and gas rate increases implemented by Consumers Energy. Despite these positive trends, the company noted some offsets, including lower earnings from its NorthStar Clean Energy segment and increased depreciation and property taxes stemming from higher capital expenditures. The company continues to execute its significant five-year, $20.0 billion capital expenditure plan, with $14.8 billion allocated over the next five years for infrastructure upgrades and clean energy investments, aiming for enhanced safety, reliability, and environmental stewardship. Regulatory developments, including pending rate cases for both electric and gas utilities, are key to recovering these investments and maintaining customer affordability. CMS Energy is navigating a dynamic regulatory environment, particularly in Michigan, with a focus on meeting renewable energy standards and clean energy goals, while also managing potential impacts from broader economic and environmental policies.

CMS Energy Corporation (CMS) has filed an 8-K detailing the early results and pricing of its previously announced cash tender offer for its subsidiary, Consumers Energy Company's, mortgage bonds. The company announced it would increase the maximum principal amount it intended to purchase (Aggregate Tender Cap) from $125,000,000 to $147,095,000. This increase includes the 2.50% First Mortgage Bonds due 2060 and other specified series of mortgage bonds. Investors should note that as CMS Energy expects to purchase Securities up to the full Aggregate Tender Cap, the tender offer is effectively concluded for new tenders after the early settlement date of June 23, 2025. This action signifies a debt management strategy, potentially aimed at refinancing or optimizing the company's debt structure at favorable terms.

CMS Energy Corporation (CMS) and its subsidiary Consumers Energy Company have filed an 8-K report primarily announcing the retirement of a long-serving director. Kurt Darrow, a board member since 2013, has chosen to step down from both the CMS Energy and Consumers Energy Boards of Directors, effective July 1, 2025. The company explicitly states that this retirement is personal and not a result of any disputes or disagreements with management or the company's operations. Darrow's departure marks the end of his eleven-year tenure on the boards. While this filing is limited in scope, it provides transparency regarding changes in board composition. Investors will want to note the reason for the departure being personal, which suggests no underlying governance or operational concerns. The company has expressed gratitude for Darrow's service, indicating a smooth transition. The report also includes standard procedural information and exhibit index details.

CMS Energy Corporation (CMS), through its subsidiary Consumers Energy Company, announced on June 4, 2025, the commencement of tender offers to purchase its outstanding debt securities. The company is looking to acquire up to $125 million in aggregate principal amount of five different series of first mortgage bonds, with maturities ranging from 2046 to 2060 and coupon rates from 2.50% to 3.50%. This move signals a potential proactive debt management strategy by CMS Energy, possibly aiming to optimize its capital structure, reduce interest expenses, or adjust its debt maturity profile. Investors should note that this announcement is for informational purposes and does not constitute an offer to purchase. The press release detailing these offers is attached as an exhibit to the 8-K filing. The Chief Financial Officer, Rejji P. Hayes, signed off on the filing, indicating senior management's awareness and approval of this debt-related initiative. Further details regarding the terms, pricing, and expiration of these offers would likely be found in the full press release.

CMS Energy Corporation (CMS) has announced a significant corporate restructuring, set to take effect on July 1, 2025. This organizational overhaul aims to bolster the company's operational transformation and advance its long-term strategic objectives. A key leadership change includes the appointment of Tonya L. Berry as Executive Vice President and Chief Operating Officer for both CMS Energy and its subsidiary, Consumers Energy Company. Investors should note that detailed information regarding Ms. Berry's background and the executive compensation plans is available by reference in previously filed documents, including the Form 10-K and Proxy Statement. The company has also indicated that further details on additional leadership roles and the new structure are provided in a press release filed as an exhibit to this report. This strategic realignment is designed to position CMS Energy for future growth and operational efficiency, and while the immediate financial impact is not detailed in this filing, the changes signify a proactive approach to navigating the evolving energy landscape.

CMS Energy Corporation (CMS) and its subsidiary Consumers Energy Company held their annual shareholder meetings on May 2, 2025, with results reported on May 6, 2025. The primary focus of this 8-K filing is the outcome of shareholder votes on key governance and corporate matters. For CMS Energy, all director nominees were overwhelmingly elected, and the advisory "say-on-pay" proposal for executive compensation was approved. Shareholders also ratified the appointment of PricewaterhouseCoopers LLP as the independent auditor for fiscal year 2025. Notably, a shareholder proposal supporting the ability for shareholders to call a special meeting received majority support, indicating a desire for increased shareholder rights in this regard. For Consumers Energy, similar to its parent company, director nominees were elected with near-unanimous support, and the independent auditor appointment was ratified. The advisory "say-on-pay" proposal also passed with strong approval. These results generally reflect continued shareholder confidence in the company's leadership and financial oversight, with the exception of the shareholder proposal on special meetings, which signals an area for potential future engagement with the investor base.

CMS Energy Corporation (CMS) filed an 8-K on April 24, 2025, primarily announcing its first-quarter 2025 financial results. The report highlights the release of a news statement (Exhibit 99.1) detailing these results and an accompanying presentation (Exhibit 99.2) that will be used in a webcast to discuss the quarterly performance and provide a business and financial outlook. Investors should note that the company utilizes non-GAAP financial measures, specifically 'adjusted earnings,' for reporting performance, which management views as a key indicator of operational results. Reconciliations for these non-GAAP measures to GAAP equivalents are provided in the news release, with adjustments potentially including items like discontinued operations, asset sales, impairments, and regulatory matters. The company has scheduled a webcast for April 24, 2025, at 9:30 a.m. ET, to further elaborate on its Q1 2025 results and future outlook. This webcast and its accompanying presentation are considered crucial resources for investors seeking a deeper understanding of the company's financial health and strategic direction. It's important for investors to review the provided exhibits, especially the news release and presentation, as they contain the most current and detailed financial information, including guidance and discussions of performance drivers.

CMS Energy Corp. (CMS) reported solid financial results for the first quarter of 2025, demonstrating year-over-year growth in net income available to common stockholders and diluted earnings per share (EPS). Net income rose to $302 million from $285 million in the prior year period, with diluted EPS increasing to $1.01 from $0.96. The company's performance was driven by improved electric and gas utility operations, benefiting from rate increases and favorable weather conditions for gas sales. These positive contributions were partially offset by lower earnings from its NorthStar Clean Energy segment and increased depreciation and property taxes, reflecting ongoing capital investments. CMS Energy continues to execute its long-term investment plan, with substantial capital expenditures focused on infrastructure upgrades and clean energy initiatives, aiming to enhance reliability, safety, and environmental stewardship while managing costs to maintain affordable customer rates.

CMS Energy Corporation (CMS) announced on February 21, 2025, the successful issuance and sale of $1 billion in aggregate principal amount of 6.50% Fixed-to-Fixed Reset Rate Junior Subordinated Notes due 2055. This offering was conducted under CMS Energy's existing shelf registration statement, providing a flexible and established framework for capital raising. The company intends to utilize the net proceeds from this debt issuance for general corporate purposes, which include bolstering working capital and the repayment of existing indebtedness. This strategic move allows CMS Energy to manage its capital structure effectively and ensure operational flexibility for future growth and ongoing business needs.

CMS Energy Corporation (CMS) reported stable operating revenues of $7.5 billion for both 2024 and 2023, consistent with the prior year, after a stronger performance in 2022. The company's core business, Consumers Energy, serves 6.8 million Michigan residents with electric and gas utility services. CMS Energy is actively transitioning its electric generation portfolio away from coal, with plans to eliminate coal usage in owned generation by 2025 by retiring the J.H. Campbell coal-fueled generating units. This strategic shift is supported by significant investments in renewable energy sources, including proposed additions of up to 9,000 MW of solar and 2,800 MW of wind capacity, aiming for 60% renewable energy by 2035 and 100% clean energy by 2040. The company's financial results saw a notable increase in net income available to common stockholders to $993 million in 2024, up from $877 million in 2023, leading to a diluted EPS of $3.33, an improvement from $3.01 in the prior year. This growth was primarily driven by the electric utility segment, which benefited from rate increases and higher revenue from favorable weather and energy waste reduction programs, alongside improved gas utility results. However, higher interest charges and increased depreciation expenses partially offset these gains. CMS Energy is undertaking substantial capital expenditures, with approximately $22.8 billion planned through 2029, including significant investments in electric and gas infrastructure modernization, clean generation, and grid hardening initiatives to enhance reliability amidst challenging weather conditions. The company's outlook is supported by ongoing rate case filings seeking recovery for these investments, though these are subject to regulatory approval and potential challenges. Investors should monitor regulatory decisions and the company's ability to execute its ambitious clean energy transition plan and infrastructure upgrade programs.

CMS Energy Corporation (CMS) filed an 8-K on February 6, 2025, primarily announcing its 2024 results. While the filing itself doesn't detail the specific financial figures, it directs investors to an attached News Release (Exhibit 99.1) and a presentation (Exhibit 99.2) for this information. These documents, which include non-GAAP financial measures, are crucial for understanding the company's performance and future outlook. The company also announced a webcast to discuss its 2024 results and provide a business and financial outlook on the same day. This webcast and the accompanying presentation are key events for investors seeking in-depth insights into CMS Energy's financial condition and strategic direction. Investors are advised to refer to the linked exhibits and the investor relations section of CMS Energy's website for comprehensive details.

CMS Energy Corp. reported strong financial performance for the nine months ended September 30, 2024, with net income available to common stockholders increasing to $731 million, up from $571 million in the same period last year. Diluted Earnings Per Share (EPS) rose to $2.45 from $1.96. This growth was driven by rate increases in its electric and gas utility segments and higher earnings from its NorthStar Clean Energy business. The company continues to invest heavily in infrastructure upgrades and clean energy initiatives, with significant capital expenditure planned over the next five years. CMS Energy is navigating a dynamic regulatory environment, particularly with the recent Michigan 2023 Energy Law, which mandates increased renewable energy standards. The company is actively working to align its Clean Energy Plan with these new requirements, which involve substantial investments in renewable generation, energy storage, and energy efficiency programs. Despite inflationary pressures and supply chain challenges, CMS Energy has demonstrated effective cost management and a commitment to delivering value to its customers and shareholders while advancing its sustainability goals.

CMS Energy Corporation (CMS) filed an 8-K report on October 31, 2024, primarily to announce its third-quarter 2024 financial results. The filing incorporates by reference a news release and a presentation that provide details on the company's performance and future outlook. Investors should note that the company utilizes non-GAAP financial measures, such as adjusted earnings, which are presented alongside GAAP figures with reconciliations, to offer a view of its operational performance. Management considers these adjusted metrics crucial for assessing the company's present financial condition and for communicating with stakeholders. The company also announced a webcast to discuss these third-quarter results and provide a business and financial outlook, highlighting its commitment to transparent communication with investors. The attached exhibits, including the news release and presentation, are furnished and not considered "filed" under Section 18 of the Exchange Act, a standard disclosure for such reports. CMS Energy also indicated that it routinely posts important information on its investor relations website, emphasizing this as a distribution channel.

CMS Energy Corporation (CMS) filed an 8-K on July 25, 2024, to announce its second quarter 2024 financial results. The filing primarily incorporates by reference a news release (Exhibit 99.1) and a presentation (Exhibit 99.2) detailing these results and providing a business and financial outlook. Investors should note that the company utilizes non-GAAP financial measures, specifically "adjusted earnings," which management views as a key indicator of present operating financial performance and uses for external communications. While adjusted earnings are presented, the company does not provide forward-looking reported earnings guidance due to the inability to estimate the impact of certain items. The news release and presentation, accessible via webcast and the company's website, provide additional detail on the company's performance and future expectations.

CMS Energy Corporation (CMS) reported strong financial performance for the six months ended June 30, 2024, with net income available to common stockholders increasing to $480 million from $397 million in the prior year period, representing a 21% year-over-year growth. This improvement was driven by rate increases in both the electric and gas utilities, coupled with significantly higher earnings from the NorthStar Clean Energy segment. Despite increased interest charges and income tax expenses, the company demonstrated robust operational execution. Looking ahead, CMS Energy is focused on significant capital expenditures totaling $17 billion over the next five years, primarily directed towards modernizing its electric distribution and gas infrastructure to enhance safety and reliability, and to support its transition to cleaner energy resources. The company's regulatory environment in Michigan is a key factor, with ongoing rate cases and new state energy laws shaping its investment and operational strategies.

This 8-K filing reports on the outcomes of the CMS Energy Corporation and Consumers Energy Company 2024 annual shareholder meetings held on May 3, 2024. The most significant development for investors is the shareholder approval to amend CMS Energy's Restated Articles of Incorporation to eliminate supermajority vote requirements. This change, effective May 7, 2024, simplifies the process for future shareholder decisions by requiring only a simple majority for most matters, which could lead to more agile corporate governance. Additionally, the filings confirm the election of all nominated directors to both CMS Energy's and Consumers Energy's Boards of Directors. Shareholders also provided advisory approval for the executive compensation packages and ratified the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for both entities for the upcoming fiscal year. These outcomes indicate shareholder confidence in the current leadership and the company's financial oversight.

CMS Energy Corporation (CMS) reported strong financial performance for the first quarter of 2024, with net income available to common stockholders increasing significantly to $285 million, or $0.96 per diluted share, up from $202 million, or $0.69 per diluted share, in the prior year's comparable period. This improvement was driven by rate increases in both electric and gas utility segments, lower service restoration costs, and gains from debt extinguishment, partially offset by higher interest expenses and income taxes. The company continues to advance its "CE Way" operational model and its "Triple Bottom Line" approach, focusing on people, planet, and profit. Significant capital expenditures are planned over the next five years, totaling $17.0 billion, with a focus on enhancing safety and reliability, and advancing its clean energy transformation. The company is well-positioned to navigate regulatory and environmental landscapes, with ongoing investments in renewable energy and infrastructure upgrades. Investors can look forward to continued focus on operational efficiency, strategic investments in clean energy, and regulatory engagement to support future growth and financial performance. The company's strong liquidity position and available credit facilities provide a solid foundation for meeting its financial commitments.

CMS Energy Corporation (CMS) filed an 8-K on April 25, 2024, to announce its first quarter 2024 results and provide a business and financial outlook. The report primarily references an attached news release (Exhibit 99.1) and a presentation (Exhibit 99.2) which contain the detailed financial information and forward-looking guidance. Investors should note that the company utilizes non-GAAP financial measures, such as adjusted earnings, to report its operating performance and for external communications, with reconciliations provided in the news release. The company also announced its intention to hold a webcast on the same day to discuss these results and outlook further, with materials accessible via their investor relations website. This 8-K serves as a notification of these events and refers investors to the supplementary materials for comprehensive details on the company's financial condition and future prospects.

CMS Energy Corporation (CMS) reported its fiscal year 2023 results, showcasing a solid performance driven by its core utility operations in Michigan. The company, which operates primarily through its subsidiary Consumers Energy, provides essential electric and natural gas services to a significant portion of Michigan's population. Key financial highlights indicate a net income available to common stockholders of $877 million, a slight increase from $827 million in 2022, with diluted earnings per share at $3.01, up from $2.85. The company is actively managing its transition towards cleaner energy, with plans to retire coal-fired generation by 2025 and substantial investments in renewable energy sources and infrastructure upgrades. Regulatory approvals for rate increases in both electric and gas utilities are crucial for recovering these investments and maintaining service reliability and affordability for customers.

CMS Energy Corporation (CMS) filed an 8-K on February 1, 2024, to announce its 2023 financial results and provide forward-looking guidance. The filing primarily incorporates by reference a news release (Exhibit 99.1) detailing these results and a presentation (Exhibit 99.2) covering the business and financial outlook. Investors should note that the news release includes non-GAAP financial measures, such as adjusted earnings, which management uses as a key indicator of operational performance. While the company provides adjusted earnings and guidance for these measures, it cautions that future reported earnings could be significantly impacted by various factors not currently estimable, hence the lack of reconciliation for future periods. The company held a webcast on the same day to discuss its 2023 performance and future outlook. Investors are directed to the company's website, specifically the Investor Relations section, for important information, as CMS Energy considers this a channel for distribution. The SEC filing serves to furnish this information and is not deemed "filed" for purposes of Section 18 of the Exchange Act, nor is it incorporated by reference into other filings unless explicitly stated.

CMS Energy Corporation (CMS) announced an "at-the-market" (ATM) equity offering program allowing for the sale of up to $1 billion in common stock. This filing details the equity distribution agreement with various financial institutions acting as agents and forward purchasers. The company has the flexibility to sell shares opportunistically, depending on market conditions, stock price, and funding needs. The primary mechanism involves forward sale agreements, where the company expects to deliver shares to forward purchasers at a future date, receiving cash proceeds at settlement. However, the company retains the option for cash or net share settlement, which could result in no proceeds or even an obligation to pay cash or deliver shares. This offering provides CMS Energy with a flexible funding source to support its ongoing operations and strategic initiatives.

CMS Energy Corporation's subsidiary, Consumers Energy Company, has entered into a Second Amendment to its Amended and Restated Revolving Credit Agreement with The Bank of Nova Scotia. This amendment primarily extends the termination date of the credit facility by one year, to November 18, 2025. This extension provides continued access to a significant revolving credit line, which is crucial for managing operational liquidity and funding ongoing capital expenditures and other corporate needs. The credit agreement remains secured by first mortgage bonds of Consumers Energy.

CMS Energy Corporation (CMS) filed an 8-K on October 26, 2023, to announce its third-quarter 2023 financial results. The primary focus of this filing is the dissemination of earnings information through a news release (Exhibit 99.1) and a related investor presentation (Exhibit 99.2), which also serve as a business and financial outlook. These documents contain non-GAAP financial measures, specifically adjusted earnings, which management uses as a key indicator of operating performance and for external communications, though a direct reconciliation for future guidance is not provided due to the unpredictable nature of certain adjustments. The company also highlighted its routine practice of posting important information on its website, including its investor relations section, as a channel for distribution. The company is providing investors with its third-quarter results and an updated business and financial outlook, as detailed in the attached news release and presentation. While the 8-K itself is largely procedural, incorporating these exhibits by reference, it signals that CMS Energy is actively communicating its financial performance and strategic direction to the market. Investors should refer to the furnished exhibits for specific financial details, including adjusted earnings, and forward-looking statements regarding the company's performance and outlook.

CMS Energy Corporation (CMS) reported mixed financial results for the nine months ended September 30, 2023, with net income available to common stockholders decreasing to $571 million from $659 million in the prior year period. This decline was primarily attributed to lower gas and electric sales due to unfavorable weather conditions and increased service restoration costs from storms, partially offset by rate increases and debt extinguishment gains. Despite the year-over-year dip in net income, the company continues to make significant strides in its long-term strategic initiatives, particularly its Clean Energy Plan and investments in infrastructure. CMS Energy is actively executing its 'CE Way' operating model focused on the 'triple bottom line' of people, planet, and profit. The company is committed to environmental stewardship, evidenced by its progress in reducing carbon and methane emissions and its plan to end coal-fueled generation in 2025. Significant capital expenditures are planned over the next five years, with over $15 billion allocated to infrastructure upgrades, clean generation, and system reliability. Investors should note the company's ongoing regulatory proceedings, including rate cases, which are crucial for recovering these investments and maintaining affordability for customers.

CMS Energy Corporation (CMS) reported a decrease in net income available to common stockholders for the six months ended June 30, 2023, to $397 million from $496 million in the same period of 2022. This decline was primarily attributed to lower gas and electric sales due to unfavorable weather conditions and increased service restoration costs, partially offset by gains from rate increases and debt extinguishment. The company is actively executing its long-term Clean Energy Plan, which includes significant investments in renewable generation and infrastructure upgrades, alongside a commitment to environmental sustainability with net-zero emission goals. Despite the year-over-year earnings decline, the company's strategic initiatives, including approved rate increases and a robust capital expenditure plan of $15.5 billion over the next five years, are designed to support future growth and maintain reliable service. Management is focused on balancing customer affordability with necessary investments and regulatory recovery, highlighting the constructive nature of the Michigan regulatory environment.

CMS Energy Corporation (CMS) filed an 8-K on July 27, 2023, to report its second quarter 2023 financial results. The filing primarily consists of a press release (Exhibit 99.1) detailing these results and a presentation (Exhibit 99.2) offering further insights and business outlook. Investors should note that the company utilizes non-GAAP financial measures, specifically "adjusted earnings," for reporting operational performance, which are reconciled to GAAP measures in the provided exhibits. These adjusted earnings are considered by management as a key indicator of present operating financial performance and are used in external communications with analysts and investors. The company also announced a webcast to discuss these results and provide a business and financial outlook, underscoring the importance of these forward-looking statements and management's commentary. While the 8-K itself doesn't contain granular Q2 numbers, it serves as the official notification that such results have been released and are available through the attached exhibits and the company's website. Investors are encouraged to review these exhibits for a comprehensive understanding of CMS Energy's performance and future guidance.

CMS Energy Corporation's subsidiary, Consumers Energy Company, completed the issuance of $400 million in First Mortgage Bonds on May 30, 2023. This financing event, previously announced in January 2023, involves multiple tranches with varying interest rates and maturity dates, ranging from 5.07% to 5.38% and maturing between 2026 and 2037. These bonds are secured under an existing Indenture and provide Consumers Energy with substantial capital. Investors should note the specific interest rates and maturity profiles of each bond series, as these will impact the company's future interest expense and debt servicing obligations. The company has the option to redeem the bonds under certain conditions, including a redemption price that may include a premium.

CMS Energy Corporation (CMS) filed an 8-K on May 17, 2023, to report on the early results and pricing of its cash tender offer for outstanding debt securities. The company announced its intention to purchase up to $150 million of these debt securities, across various series issued by CMS Energy and its subsidiary Consumers Energy Company. This move is generally aimed at managing its debt structure and potentially reducing future interest expenses. Investors should note that due to the company expecting to reach its aggregate maximum purchase price, it is unlikely that any further debt will be purchased in the tender offer after the early settlement date of May 18, 2023. The filing incorporates by reference two press releases detailing these early results and pricing, providing specific information on the debt series and the company's commitment to its tender offer terms.

CMS Energy Corporation (CMS) and its principal subsidiary, Consumers Energy Company, announced a significant change in their Board of Directors structure. Effective May 15, 2023, Ralph Izzo has been elected to both Boards, bringing extensive experience from his former role as Chairman, President, and CEO of Public Service Enterprise Group Incorporated (PSEG). His appointment includes serving on the Audit and Finance Committees, indicating a focus on key financial oversight areas. This election follows an increase in the authorized membership of each Board from eleven to twelve members. Izzo, who retired from PSEG in September 2022, has no prior relationship with CMS Energy but will receive standard compensation for non-employee directors, including a restricted stock grant valued at $160,000. Investors will want to monitor Izzo's contributions to the Board's strategic decisions and financial oversight.

This 8-K filing from CMS Energy Corporation and its subsidiary Consumers Energy Company reports on the outcomes of their respective 2023 annual shareholder meetings held on May 5, 2023. The key information for investors revolves around shareholder voting results on several critical proposals. Notably, all nominated directors for both CMS Energy and Consumers Energy were overwhelmingly elected, indicating strong shareholder confidence in the current board leadership. Additionally, shareholders approved, on an advisory basis, the compensation of named executive officers for both entities, a positive signal regarding executive compensation practices. Furthermore, shareholders strongly favored an annual advisory vote on executive compensation for both companies, a decision that will guide future shareholder engagement on this matter. The appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm for the fiscal year ending December 31, 2023, was also ratified by shareholders for both CMS Energy and Consumers Energy, signifying continued trust in their audit oversight. Overall, the results suggest a stable governance environment and shareholder alignment with the companies' current strategic direction and executive remuneration.

CMS Energy Corporation (CMS) announced on May 5, 2023, the successful completion of a private offering and sale of $800 million in aggregate principal amount of 3.375% Convertible Senior Notes due 2028. The offering was upsized by an additional $100 million due to strong demand, indicating investor confidence. These notes are senior unsecured obligations and are convertible into cash or a combination of cash and CMS Energy common stock at the company's election. The conversion price is initially set at approximately $73.97 per share, representing a premium of about 20% over the stock's trading price on May 1, 2023. This issuance allows CMS Energy to access capital while potentially deferring equity dilution. The company can redeem the notes under specific conditions after May 6, 2026, and holders have repurchase rights upon a "fundamental change."

CMS Energy Corporation (CMS) has announced the commencement of offers to purchase up to $150 million in aggregate principal amount of its outstanding debt securities and those of its subsidiary, Consumers Energy Company. This move indicates a proactive approach to managing its debt structure, potentially optimizing interest expenses or refinancing at more favorable rates. Investors should note that this announcement is for informational purposes and does not constitute an offer to purchase, but it signals a strategic financial maneuver by the company.