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CMS
Ticker

CMS

CMS Energy Corporation
ELECTRIC & OTHER SERVICES COMBINED
Congressional Trades
13
by 3 members
Ticker Intelligence Brief

Who in Congress traded CMS, when, and what happened after?

A ticker-first view for retail/data users: latest disclosure, largest range, disclosure lag, party flow, contracts, lobbying, and source-linked receipts.

Latest receipt
Ro Khanna
SELL · 2026-01-29
Largest range
$50K – $100K
Ro Khanna
Slowest filing
38d
Julie Johnson
Best vs SPY
3.3%
Ro Khanna
Buys
4
31%
Sells
9
69%
Total Volume
$196K
midpoint
Unique Traders
3
members

Party Breakdown

Democrats12 · 92%
Republicans1 · 8%

Party Trading Divergence

Democrat vs. Republican buy / sell pressure by monthMODERATE

Bar length = total trades. Color = net sentiment — green = net buying, red = net selling. Months with no activity hidden.

Democrat ←
Month
→ Republican
2
Jun '24
1
Aug '24
02
Aug '25
02
Nov '25
04
Dec '25
01
Jan '26
Democrats39Net sellers
vs
Republicans00Neutral
Net buyingNet selling⚡ Party split

💼 Lobbying Filings

all →
  • 2026-04-20$360K
    CMS ENERGY CORP
    H.R. 1, The One Big Beautiful Bill Act H.R. 2872, the RESILIENCE Act of 2025; S. 448, the CIRCUIT Act; H.R. 5376, Inflation Reduction Act of 2022; H.R. 7024, the Tax Relief for American Families and Workers Act; H.R. 3938, Build It in America Act; Resiliency issues generally; Distribution transformer issues generally; Transmission and distribution issues generally; Tax Cuts and Jobs Act issues generally; Inflation Reduction Act Implementation; Tariffs generally; Tax matters generally; S. 3605 / H.R. 7450, Disaster Zone and Energy Affordability Act S.1631 - Safeguarding the Homeland from the Threats Posed by Unmanned Aircraft Systems Act of 2023; H.R. 8610 - Counter-UAS Authority Security, Safety, and Reauthorization Act; Counter-UAS legislation; S. 4630 - Streamlining Federal Cybersecurity Regulations Act; Cyber incident reporting generally; Cyber regulatory harmonization generally; Cybersecurity Information Sharing Act of 2015 reauthorization. Draft Streamlining Federal Cybersecurit
  • 2026-04-18$50K
    CMS ENERGY CORP
    Issues related to energy legislation - no specific legislation.
  • 2026-01-20$200K
    CMS ENERGY CORP
    H.R. 1, The One Big Beautiful Bill Act H.R. 2872, the RESILIENCE Act of 2025; S. 448, the CIRCUIT Act; H.R.5376, Inflation Reduction Act of 2022; H.R. 7024, the Tax Relief for American Families and Workers Act; H.R. 3938, Build It in America Act; Resiliency issues generally; Distribution transformer issues generally; Transmission and distribution issues generally; Tax Cuts and Jobs Act issues generally; Inflation Reduction Act Implementation; Tariffs generally; Miscellaneous Corporate Tax Matters S.1631 - Safeguarding the Homeland from the Threats Posed by Unmanned Aircraft Systems Act of 2023; H.R. 8610 - Counter-UAS Authority Security, Safety, and Reauthorization Act; Counter-UAS legislation; S. 4630 - Streamlining Federal Cybersecurity Regulations Act; Cyber incident reporting generally; Cyber regulatory harmonization generally; Cybersecurity Information Sharing Act of 2015 reauthorization. Draft Streamlining Federal Cybersecurity Regulations Act Draft Cybersecurity Regulatory Har
  • 2026-01-19$50K
    CMS ENERGY CORP
    Issues related to energy legislation - no specific legislation.
  • 2025-10-20$50K
    CMS ENERGY CORP
    Issues related to energy legislation - no specific legislation.
  • 2025-10-17$160K
    CMS ENERGY CORP
    H.R. 1, The One Big Beautiful Bill Act H.R. 2872, the RESILIENCE Act of 2025; S. 448, the CIRCUIT Act; H.R.5376, Inflation Reduction Act of 2022; H.R. 7024, the Tax Relief for American Families and Workers Act; H.R. 3938, Build It in America Act; Resiliency issues generally; Distribution transformer issues generally; Transmission and distribution issues generally; Tax Cuts and Jobs Act issues generally; Inflation Reduction Act Implementation; Tariffs generally; Miscellaneous Corporate Tax Matters S.1631 - Safeguarding the Homeland from the Threats Posed by Unmanned Aircraft Systems Act of 2023; H.R. 8610 - Counter-UAS Authority Security, Safety, and Reauthorization Act; Counter-UAS legislation; S. 4630 - Streamlining Federal Cybersecurity Regulations Act; Cyber incident reporting generally; Cyber regulatory harmonization generally; Cybersecurity Information Sharing Act of 2015 reauthorization. Draft Streamlining Federal Cybersecurity Regulations Act Draft Legislation to reauthorize t
  • 2025-07-19$50K
    CMS ENERGY CORP
    Issues related to energy legislation - no specific legislation. H.R. 1, One Big Beautiful Bill - issues related to tax policy in 2025.
  • 2025-07-17$170K
    CMS ENERGY CORP
    H.R. 1 Budget Reconciliation H.R. 2872, the RESILIENCE Act of 2025; S. 448, the CIRCUIT Act; H.R.5376, Inflation Reduction Act of 2022; H.R. 7024, the Tax Relief for American Families and Workers Act; H.R. 3938, Build It in America Act; Resiliency issues generally; Distribution transformer issues generally; Transmission and distribution issues generally; Tax Cuts and Jobs Act issues generally; Inflation Reduction Act Implementation; Tariffs generally; Miscellaneous Corporate Tax Matters S.1631 - Safeguarding the Homeland from the Threats Posed by Unmanned Aircraft Systems Act of 2023; H.R. 8610 - Counter-UAS Authority Security, Safety, and Reauthorization Act; Counter-UAS legislation; S. 4630 - Streamlining Federal Cybersecurity Regulations Act; Cyber incident reporting generally; Cyber regulatory harmonization generally; Cybersecurity Information Sharing Act of 2015 reauthorization. Draft Pipeline Security Act Draft Streamlining Federal Cybersecurity Regulations Act Draft Legislatio
  • 2025-04-19$50K
    CMS ENERGY CORP
    Issues related to energy legislation - no specific legislation. Issues related to tax policy in 2025 - no specific legislation.
  • 2025-04-18$390K
    CMS ENERGY CORP
    S.914, Energy Threat Analysis Center Establishment Act; Draft legislation on the interconnection queue; Draft legislation on power reliability; Draft legislation on transmission; Artificial intelligence issues generally; Load growth, reliability, and resource adequacy generally; Data center issues generally; Energy security issues generally; Issues related to energy grid supply chain; Issues related to energy sector impacts from tariff policies; Draft legislation related to cybersecurity; Draft legislation related to security and data; Distribution transformers; Draft legislation related to electric grid/energy infrastructure cybersecurity H. J. RES. 20, S.J. RES 4.- Energy Conservation Program: Energy Conservation Standards for Consumer Gas-fired Instantaneous Water Heaters; Public Law No. 117-169 Inflation Reduction Act House Permitting Reform Gas Electric Coordination Energy Access Discussion Draft-Two Product Classes Next Generation Pipelines Research and Development Act EISA Secti

Congressional Momentum

buy vs. sell pressureACCUMULATING

Score 0–100: above 50 = net buying pressure, below 50 = net selling. Signal based on last 90 days.

Last 30 Days
No trades
Last 90 Days
No trades
All-Time
63
4 buys13 total9 sells
$124K buys · $72K sells
Cumulative Net Position (buy vol − sell vol)
+$51K
2022-0613 trades plotted2026-01

Timing Fingerprint

filing delay vs. excess return over SPY · 8 tradesCongress avg -4.5% vs SPY

Each dot = one disclosed trade. X-axis = days between trade and STOCK Act filing.Y-axis = return above (or below) SPY over the subsequent holding window. Upper-right = late filers who beat the market.

LATE + BEAT SPY1 tradesQUICK + BEAT SPY2 tradesQUICK + TRAILEDLATE + TRAILED-23%-12%0%+12%+23%median 28d0d10d20d30dRo Khanna (D) · 2026-01-29 · sell · 8d delay · +3.3% vs SPY · $8KJulie Johnson (D) · 2025-12-18 · sell · 28d delay · +1.1% vs SPY · $8KJulie Johnson (D) · 2025-12-09 · sell · 37d delay · +2.4% vs SPY · $8KJulie Johnson (D) · 2025-11-13 · sell · 28d delay · -4.4% vs SPY · $8KJulie Johnson (D) · 2025-08-14 · sell · 28d delay · -7.0% vs SPY · $8KRo Khanna (D) · 2024-08-02 · buy · 35d delay · -20.1% vs SPY · $8KRo Khanna (D) · 2024-06-24 · buy · 14d delay · -7.3% vs SPY · $33KRo Khanna (D) · 2024-06-20 · buy · 18d delay · -4.0% vs SPY · $75KFiling Delay (days)Excess Return vs SPY
38% of trades beat SPYavg excess -4.5%avg delay 25d3 buys5 sellsBuySellOther· dot size ∝ trade size

Trade Activity Timeline

Congressional buys & sells by month · last 7 months w/ activity

22/06
24/06
24/08
25/08
25/11
25/12
26/01
BuysSellsOtherHigh-volume month

Who Moved First

each row = one member · sorted by earliest disclosed trade
2 buyers ·2 sellers
202420252026RShelley Capito1×2022-06-01 · buy · $8KDRo Khanna4×2024-06-20 · buy · $75K2024-06-24 · buy · $33K2024-08-02 · buy · $8K2026-01-29 · sell · $8KDJulie Johnson8×2025-08-14 · sell · $8K2025-08-14 · sell · $8K2025-11-13 · sell · $8K2025-11-13 · sell · $8K2025-12-09 · sell · $8K2025-12-09 · sell · $8K2025-12-18 · sell · $8K2025-12-18 · sell · $8K
BuySellOtherDot size ∝ trade size · top 3 most-active traders shown

Seasonal Rhythm

Congress buy/sell pressure by month & year

Each cell = one calendar month. Green = net Congress buying, red = net selling. Intensity ∝ consensus strength. Hover for details.

JanFebMarAprMayJunJulAugSepOctNovDec20262026-01: 0▲ 1▼ · $0.0M12026-02: 0▲ 0▼2026-03: 0▲ 0▼2026-04: 0▲ 0▼2026-05: 0▲ 0▼2026-06: 0▲ 0▼2026-07: 0▲ 0▼2026-08: 0▲ 0▼2026-09: 0▲ 0▼2026-10: 0▲ 0▼2026-11: 0▲ 0▼2026-12: 0▲ 0▼20252025-01: 0▲ 0▼2025-02: 0▲ 0▼2025-03: 0▲ 0▼2025-04: 0▲ 0▼2025-05: 0▲ 0▼2025-06: 0▲ 0▼2025-07: 0▲ 0▼2025-08: 0▲ 2▼ · $0.0M22025-09: 0▲ 0▼2025-10: 0▲ 0▼2025-11: 0▲ 2▼ · $0.0M22025-12: 0▲ 4▼ · $0.0M420242024-01: 0▲ 0▼2024-02: 0▲ 0▼2024-03: 0▲ 0▼2024-04: 0▲ 0▼2024-05: 0▲ 0▼2024-06: 2▲ 0▼ · $0.1M22024-07: 0▲ 0▼2024-08: 1▲ 0▼ · $0.0M12024-09: 0▲ 0▼2024-10: 0▲ 0▼2024-11: 0▲ 0▼2024-12: 0▲ 0▼20222022-01: 0▲ 0▼2022-02: 0▲ 0▼2022-03: 0▲ 0▼2022-04: 0▲ 0▼2022-05: 0▲ 0▼2022-06: 1▲ 0▼ · $0.0M12022-07: 0▲ 0▼2022-08: 0▲ 0▼2022-09: 0▲ 0▼2022-10: 0▲ 0▼2022-11: 0▲ 0▼2022-12: 0▲ 0▼
Net buyingNet sellingNo trades · number = trade count
Peak buy month: Jun · Peak sell month: Dec

Congressional Conviction Timeline

net positioning · alpha track recordBEARISH
4 buys9 sellscumulative α -31.3%7mo tracked
Monthly Net Flow (Buys − Sells)
+4-402022-06: +1 net (1B / 0S)2024-06: +2 net (2B / 0S)2024-08: +1 net (1B / 0S)2025-08: -2 net (0B / 2S)2025-11: -2 net (0B / 2S)2025-12: -4 net (0B / 4S)2026-01: -1 net (0B / 1S)Jun 22Jun 24Aug 24Aug 25Nov 25Dec 25Jan 26
Cumulative Excess Return on Congressional Buys vs SPY
-31.3%0%-31%0%

All Disclosed Trades

DateMemberActionAmountFiling DelayReceipt
2026-01-29DRo KhannaSELL$1K – $15K8dreceipt →
2025-12-18DJulie JohnsonSELL$1K – $15K29dreceipt →
2025-12-09DJulie JohnsonSELL$1K – $15K38dreceipt →
2025-12-18DJulie JohnsonSELL$1K – $15K28dreceipt →
2025-12-09DJulie JohnsonSELL$1K – $15K37dreceipt →
2025-11-13DJulie JohnsonSELL$1K – $15K29dreceipt →
2025-11-13DJulie JohnsonSELL$1K – $15K28dreceipt →
2025-08-14DJulie JohnsonSELL$1K – $15K29dreceipt →
2025-08-14DJulie JohnsonSELL$1K – $15K28dreceipt →
2024-08-02DRo KhannaBUY$1K – $15K35dreceipt →
2024-06-24DRo KhannaBUY$15K – $50K14dreceipt →
2024-06-20DRo KhannaBUY$50K – $100K18dreceipt →
2022-06-01RShelley CapitoBUY$1K – $15K453dreceipt →