CMS Energy (CMS)iA Global Asset Management Inc. added to its stake +103K shares

1.43M

Shares reported · +103K vs prior quarter

1.3%

Disclosed portfolio weight

$109M

Reported value

Holdings as of

Jun 30, 2026

Filed

Jul 29, 2026

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.

1. Dec 8, 2025Congress · 1 personMembers of Congress: 1 purchase, 1 sale
2. Jun 1, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On June 3, 2026, CMS Energy Corporation (“CMS Energy”) announced that Rejji P. Hayes has retired from his positions as CMS Energy and Consumers Energy Company (“Consumers Energy”) executive vice president and chief financial officer, effective June 3, 2026.”
3. Jul 28, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

1. Jul 31, 2026Insider · Their first buy on recordCFO purchased ~$14K of CMS shares in the open market

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 insider filing (SEC Form 4 or Form 144), 2 Congress trade reports and 12 fund holdings reports (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

• SEC Form 13F

Other disclosures at CMS Energy

• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 13, 2026
• SEC Form 13F-HRAug 13, 2026

Everything OQRO holds on this company is on its CMS page.