CMS Energy (CMS): Tortoise Capital Advisors, L.L.C. reduced its stake -167K shares
Tortoise Capital Advisors, L.L.C. reduced its stake in CMS Energy, per its Q2 2025 13F.
- 291K
- Shares reported · -167K vs prior quarter
- 0.26%
- Disclosed portfolio weight
- $20.2M
- Reported value
- Holdings as of
- Jun 30, 2025
- Filed
- Aug 14, 2025
The story around this disclosure
Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.
- Aug 8, 2025InsiderOfficer sold ~$147K of CMS shares in the open market
- Aug 14, 2025CongressDisclosed partial sale of CMS — reported range $1,001 - $15,000
What came next
- Sep 5, 2025InsiderOfficer sold ~$158K of CMS shares in the open market
- Oct 24, 20255% stakeJPMORGAN CHASE & CO. reported a passive stake (13G) of 6.1%
- Oct 30, 2025Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
- Nov 3, 2025Insider · 1 personInsiders: 2 sales (~$290K)
- Nov 6, 2025Company filing · Form 8-K · New debt, Unregistered sharesTook on new debt or obligations, and sold new shares without registering them
- Nov 13, 2025CongressDisclosed partial sale of CMS — reported range $1,001 - $15,000
- Nov 17, 2025Company filing · Form 8-K · Material agreement, Agreement endedSigned an important agreement, and ended an important agreement (and 1 more item)
How to read SEC Form 13F-HR
Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.
Full guide: What is an SEC Form 13F?
What else is on file for CMS Energy
For CMS Energy, OQRO holds 1 Congress trade report and 1 fund holdings report (13F) dated in the last 90 days.
These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its CMS page.
How this filing works
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Common questions
What does this filing report about CMS Energy (CMS) stock?
Tortoise Capital Advisors, L.L.C. reduced its stake in CMS Energy, per its Q2 2025 13F. Now 291K shares, $20.2M reported value, 0.26% of disclosed portfolio.
When did it happen, and when was it made public?
Holdings as of: Jun 30, 2025. Filed: Aug 14, 2025.
Is this a trade made on a known date?
No. A holdings report is a picture of the portfolio on the last day of the quarter. It shows what was held on that day, not the day or the price at which anything was bought or sold.
Where does this information come from?
From the SEC Form 13F-HR, a public record. The link to the official record is on this page, and OQRO copies its figures without changing them.
What else has been disclosed about CMS Energy recently?
For CMS Energy, OQRO holds 1 Congress trade report and 1 fund holdings report (13F) dated in the last 90 days. They are listed on the CMS page.
Does this mean CMS stock is a buy or a sell?
No. This page describes one public filing. A filing does not say why someone traded and is not a forecast, so OQRO gives no recommendation.
Is OQRO free?
Yes. Every page of OQRO is free with an account, which takes a minute with Google and needs no card. Only the AI assistant is paid.
Other disclosures at CMS Energy
- SEC Form 13F-HRNov 13, 2026
- House Clerk periodic transaction reportNov 10, 2026
- SEC Form 13F-HRAug 14, 2026
- SEC Form 13F-HRAug 14, 2026
- SEC Form 13F-HRAug 14, 2026
- SEC Form 13F-HRAug 14, 2026
Everything OQRO holds on this company is on its CMS page.
This is one filing. OQRO holds the rest
Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.
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