CMS
CMS Energy Corporation
CMS Energy Corporation is a Michigan-based electric and natural gas utility with a $23.2B market cap, showing a structural political alignment with a key House Energy and Commerce Committee member but evidentiary weakness from congressional sales.
Govt Dependence
65/100
Regulatory Density
85/100
Lobbying Intensity
0/100
Political Signal
NEUTRAL
BusinessWhat CMS does
CMS Energy Corporation operates as a holding company for Consumers Energy, providing electricity and natural gas to residential, commercial, and industrial customers in Michigan. Its revenue is derived from regulated utility operations, with rates set by the Michigan Public Service Commission. The company also engages in independent power production and energy marketing.
6 months past · 3 months futureCMS activity timeline
Congress
buy
sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened
+ added
− trimmed
closed
holds
Bills
past action (this ticker)
upcoming markup (sector)
★ carveout (this ticker)
109 trading days ·
4 congressional trades shown
·
1 insider buys
·
6 13F filings
·
0 past bill actions
·
14 upcoming markups
Executive Branch ConflictsCMS held by Trump-administration officials
1 cabinet/senior official reported CMS positions in OGE Form 278 disclosures across 1 filings.
Lifetime Government AwardsCMS federal contracts
CMS doesn't hold direct federal contracts.
Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.
Smart Money · 13F HoldingsHedge funds holding CMS
$1.23B
Total CMS held by tracked 13F funds
40
Funds with CMS positions
+40
Funds opened this quarter
Citadel Advisors
$214M
opened
2025-09-30
Citadel Advisors
$145M
opened
2025-06-30
Citadel Advisors
$121M
opened
5 overlap
2025-12-31
Citadel Advisors
$106M
opened
2025-03-31
Soros Fund Management
$77M
opened
5 overlap
2025-12-31
Soros Fund Management
$57M
opened
2025-09-30
Renaissance Technologies
$48M
opened
2025-03-31
Citadel Advisors
$47M
opened
2024-03-31
32 more 13F positions tracked · quarterly delta charts available in member dashboard
Politicians Trading CMSMembers of Congress with recent CMS positions
2 politicians traded CMS across 13 disclosed transactions totaling $287K (last 730 days).
Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just CMS). 0-30 LOW · 30-60 MID · 60+ HIGH.
Congressional TradesWho in Congress is trading CMS
2026-01-29
Ro Khanna
Sale
$1,001 - $15,000
2025-12-09
Julie Johnson
Sale
$1,001 - $15,000
2025-12-18
Julie Johnson
Sale
$1,001 - $15,000
2025-11-13
Julie Johnson
Sale
$1,001 - $15,000
2025-10-30
Ro Khanna
Purchase
$1,001 - $15,000
2025-08-14
Julie Johnson
sale
$1,001 - $15,000
2025-08-14
Julie Johnson
Sale
$1,001 - $15,000
2024-08-02
Ro Khanna
purchase
$1,001 - $15,000
2024-08-02
Ro Khanna
Purchase
$1,001 - $15,000
2024-06-24
Ro Khanna
purchase
$15,001 - $50,000
2024-06-24
Ro Khanna
Purchase
$15,001 - $50,000
2024-06-20
Ro Khanna
purchase
$50,001 - $100,000
30+ trades on file · most recent 2026-02-06
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
Open-market buys
C
Insider signal score 40/100 · 1 distinct insiders · 1 open-market buys totaling $153K in the last 180 days.
2026-02-25
Leopold Diane
BUY
2,000 sh
$153K
Stock awards & option exercises
25
stock awards · $32.6M market value
2026-02-20
Leopold Diane
Director
AWARD
769 sh
$58K
2026-02-20
Keyes Richard Patrick
Director
AWARD
769 sh
$58K
2026-01-29
Rochow Garrick J
President and CEO
AWARD
123,413 sh
$8.7M
2026-01-29
Rochow Garrick J
President and CEO
AWARD
123,413 sh
$8.7M
2026-01-29
Hayes Rejji P
EVP/CFO
AWARD
33,144 sh
$2.3M
2026-01-29
Hayes Rejji P
EVP/CFO
AWARD
33,144 sh
$2.3M
2026-01-29
Berry Tonya L
Executive Vice President & COO
AWARD
20,451 sh
$1.4M
2026-01-29
Berry Tonya L
Executive Vice President & COO
AWARD
20,451 sh
$1.4M
For CMS, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.
Bills Affecting CMSLive legislation impacting this stock
HJRES.42 · 119th
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of
HJRES.75 · 119th
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Office of Ene
S.870 · 118th
An act to authorize appropriations for the United States Fire Administration and firefighter assistance grant programs, to advance
S.881 · 119th
Renewable Fuel for Ocean-Going Vessels Act
HR.1896 · 119th
Renewable Fuel for Ocean-Going Vessels Act
S.896 · 119th
Co-Location Energy Act
HR.1892 · 119th
Wireless Electric Vehicle Charging Grant Program Act of 2025
S.837 · 119th
Defending American Jobs and Affordable Energy Act of 2025
SRES.101 · 119th
A resolution affirming the threats to world stability from a nuclear weapons-capable Islamic Republic of Iran.
HJRES.57 · 119th
Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Department of
Political ProfileWhere CMS sits in Washington
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STRUCTURAL: Strong committee jurisdiction alignment via $5,000 donation to Rep. Dingell on House Energy and Commerce. EVIDENTIARY: Weak corporate insider signal (1 buy, $153k), no federal contracts, and net selling by congressional traders (6 sales vs. 1 purchase). Net: Structural benefit offset by lack of financial conviction from insiders and government.
Regulatory ExposureThreats & opportunities
Regulatory threats
-
High density of federal energy legislation impacting revenueU.S. Congress"`Recent bill_impacts` lists 8 recent bills with impact_ratios from 0.0007 to 0.0008."
Regulatory opportunities
-
Jurisdictional alignment with House Energy and Commerce CommitteeU.S. House of Representatives"Primary donor Rep. Debbie Dingell is a member of the House Committee on Energy and Commerce (`get_political_influence.donations[0].committees`)."
Capitol Hill AlliesChampions & critics
Congressional champions
Congressional critics
Member intelligence layer
Live signals + predictions for CMS — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades CMS
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
Frequently AskedAbout CMS & political exposure
Does CMS Energy Corporation (CMS) hold federal contracts?
No direct prime contracts reported in USASpending.gov for CMS Energy Corporation. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own CMS stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in CMS on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded CMS stock?
57 congressional trades by 9 unique members of Congress, most recently on 2026-01-29. See the Congressional Trading panel for politician-by-politician breakdown.
What is CMS political risk profile?
Government dependence: 65/100. Lobbying intensity: 0/100. Political signal: neutral. Donor party split: R 0% / D 100%.
How does GovGreed track CMS political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. CMS data is updated daily from these official federal sources.