Public ownership evidence

CMS Energy Corporation (CMS) Ownership Disclosures

Read CMS insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

CMS Energy Corporation: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-08-04
Trade date
2026-07-31
Reporting owners
MADDIPATI SRIKANTH
Code
P
Shares
200
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0002137913-26-000008
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read CMS fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read CMS fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
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2026-08-042026-07-31MADDIPATI SRIKANTHP200Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29139$10,634None
Cornerstone Financial Management LLC2026-03-312026-08-29111$8,611None
Cornerstone Financial Management LLC2025-12-312026-08-29111$7,762None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-293,451$259,179None
Advisors Asset Management, Inc.2021-12-312026-08-2811,889$773,379None
Advisors Asset Management, Inc.2022-12-312026-08-2814,371$910,115None
Advisors Asset Management, Inc.2020-06-302026-08-2819,433$1,135,276None
Advisors Asset Management, Inc.2022-06-302026-08-2811,504$777,000None
Advisors Asset Management, Inc.2021-09-302026-08-2816,209$968,000None
Corient Private Wealth LP2026-06-302026-08-287,653$585,487None
Corient Private Wealth LP2026-06-302026-08-28139,970$10,707,797None
Principia Wealth Advisory, LLC2026-06-302026-08-2777$5,891None
Principia Wealth Advisory, LLC2026-03-312026-08-2730$2,327None
Advisors Asset Management, Inc.2024-03-312026-08-2723,574$1,422,455None
Advisors Asset Management, Inc.2025-03-312026-08-2717,865$1,341,840None
Advisors Asset Management, Inc.2022-09-302026-08-2711,815$688,000None
Advisors Asset Management, Inc.2020-12-312026-08-2724,545$1,497,000None
Advisors Asset Management, Inc.2022-03-312026-08-2710,942$765,283None
Advisors Asset Management, Inc.2023-06-302026-08-2720,564$1,208,135None
Advisors Asset Management, Inc.2023-09-302026-08-2721,521$1,142,980None
Advisors Asset Management, Inc.2023-03-312026-08-2717,294$1,061,506None
Advisors Asset Management, Inc.2021-03-312026-08-2724,086$1,474,545None
Advisors Asset Management, Inc.2021-06-302026-08-2718,017$1,064,000None
Advisors Asset Management, Inc.2020-09-302026-08-2720,005$1,228,507None
Advisors Asset Management, Inc.2025-09-302026-08-2720,918$1,532,453None
Advisors Asset Management, Inc.2023-12-312026-08-2723,671$1,374,575None
Advisors Asset Management, Inc.2019-12-312026-08-2616,644$1,045,909None
Advisors Asset Management, Inc.2025-06-302026-08-2519,546$1,354,147None
CYBER HORNET ETFs LLC2026-06-302026-08-25843$64,490None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25358,049$27,390,749None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2527,390,749$358,049,000None
Bernard Wealth Management Corp.2026-06-302026-08-22962$73,593None
Advisors Asset Management, Inc.2024-09-302026-08-2220,353$1,437,532None
Advisors Asset Management, Inc.2024-06-302026-08-2223,919$1,423,898None
Advisors Asset Management, Inc.2024-12-312026-08-2219,718$1,314,205None
Advisors Asset Management, Inc.2025-12-312026-08-2223,926$1,673,145None
Advisors Asset Management, Inc.2020-03-312026-08-2219,256$1,131,290None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-224,962$379,593None
Assenagon Asset Management S.A.2026-06-302026-08-22518,237$39,645,131None
Rehmann Capital Advisory Group2026-06-302026-08-214,148$317,390None
Kingsview Wealth Management, LLC2026-06-302026-08-203,537$270,581None
STOCK YARDS BANK & TRUST CO2026-06-302026-08-202,752$210,528None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2039,375$3,012,222None
Beacon Pointe Advisors, LLC2026-06-302026-08-196,823$521,948None
Advisors Asset Management, Inc.2019-03-312026-08-1928,827$1,601,052None
Advisors Asset Management, Inc.2019-09-302026-08-1917,136$1,095,847None
Advisors Asset Management, Inc.2019-06-302026-08-1916,969$982,675None
Orion Capital Management LLC2026-06-302026-08-199$689None
Ensign Peak Advisors, Inc2026-03-312026-08-19278,477$21,604,246None
Ensign Peak Advisors, Inc2025-12-312026-08-19304,257$21,276,692None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗

Recent Congressional disclosures

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Ro Khanna2026-10-082026-09-25purchase$1,001 - $15,000

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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