CMS Energy Corporation (CMS)

Sep 26, 2026

Consumers Energy is scheduling an 8-hour power outage next week to perform updates on a substation in Elsie and Chapin townships, Michigan. The planned work, affecting 1,438 customers, aims to modernize the system and improve electric reliability, running from 10 p.m. Thursday, Oct. 1, to 6 a.m. Friday, Oct. 2. Customers have been notified, and a backup date of Oct. 8 is set if the initial work cannot proceed.

Sep 26, 2026

A forum organized by the League of Women Voters of Washtenaw County hosted a debate between Ann Arbor for Public Power (A2P2) and the DTE-backed Ann Arbor Responsible Energy Coalition (A2REC) regarding a ballot proposal. Voters will decide on City Proposal E, which could lead to Ann Arbor replacing DTE Energy with a city-run power grid, overseen by an elected public utility board. The debate covered issues of local accountability, expertise in managing the grid, union perspectives, infrastructure maintenance, financial implications for the city, and the path to achieving carbon neutrality.

Sep 25, 2026

DTE Energy is positioned for significant growth due to the AI-driven surge in electricity demand and its hyperscale data center deals with Oracle and Alphabet. Despite a recent stock slide, analysts are confident in DTE's potential, with a price target of $139.90, representing a 13.64% upside. The company's 2.4 GW of signed deals and additional pipeline suggest long-term EPS growth exceeding 8%, though regulatory scrutiny and interest rates pose risks.

Sep 25, 2026

The Tennessee Valley Authority (TVA) reported multiple record highs for power demand and system reliability during an "historic" September heat dome. The TVA power system delivered over 30,000 megawatts of electricity on 17 separate days in September, with a peak of 33,270 MW on September 3, enough to power over 19.2 million homes. These achievements were attributed to TVA's diverse generation portfolio and the efforts of its employees and local power providers.

Sep 25, 2026

The Tennessee Valley Authority (TVA) achieved multiple records in September for power demand and system reliability, delivering over 30,000 megawatts of electricity on 17 separate days. This included an all-time fall/spring peak demand of 33,270 megawatts on September 3. TVA is also preparing for future demand, projecting a need for 11 to 32 gigawatts of additional generation capacity by 2040 and having 4,120 megawatts currently under construction.

Sep 24, 2026

An environmental group, Sierra Club of Michigan, warns that DTE Energy's proposed long-term energy plan carries hidden financial risks because it anticipates high electricity demand driven by data centers. The group argues that DTE's plan, which includes constructing new natural gas plants, could leave residential customers to cover the costs if these data centers fail. They are advocating for greater transparency from DTE on the projected energy needs specifically related to data centers.

Sep 24, 2026

DTE Energy plans to invest $6.4 billion in two new natural gas power plants and significantly expand renewable energy and nuclear capacity to meet rising demand, partly driven by data centers, as it phases out coal. The utility's 20-year power supply roadmap aims for an "all-of-the-above" energy mix, projecting 56% from renewables and 19% from natural gas by 2040. This plan, which includes carbon capture technology, will be subject to scrutiny from environmental groups and ratepayer advocates over costs and climate goals.

Sep 24, 2026

DTE Energy has submitted a 20-year power plan to the Michigan Public Service Commission, proposing to end coal power by 2032, starting with the Monroe Power Plant. The utility aims to replace coal-generated power with renewables, storage, nuclear, and natural gas, while also focusing on energy efficiency and a virtual power plant. The plan emphasizes reliability, affordability, and a cleaner energy future, and awaits review by the MPSC.

Sep 18, 2026

DTE Energy is positioned as a quiet beneficiary of the AI data center boom, securing significant contracts with hyperscalers like Oracle and Google, totaling 2.4 GW, with more in the pipeline. Despite recent stock pullbacks, management anticipates these deals to drive EPS growth above 8%. The article suggests DTE offers a lower-risk investment in the data center theme compared to others, given its regulated utility status and 3.5% dividend yield, despite potential regulatory and equity issuance challenges.

Sep 18, 2026

CMS Energy (CMS) has underperformed the utility sector, with its stock declining more steeply than the State Street Utilities Select Sector SPDR ETF (XLU) over the past three months, year-to-date, and 52-week periods. The company recently announced an exit from non-utility renewables development and a weaker-than-expected 2027 earnings outlook, despite beating Q2 adjusted EPS estimates. Despite the underperformance, analysts maintain a "Moderate Buy" rating with a significant upside to the mean price target.

Sep 18, 2026

CMS Energy (CMS) has underperformed the utility sector, with its stock declining more significantly than the State Street Utilities Select Sector SPDR ETF (XLU) over the past three months, year-to-date, and 52 weeks. The company's recent Q2 2026 results included a decision to exit non-utility renewables development and a weaker-than-expected 2027 earnings outlook, contributing to investor concerns. Despite this underperformance, analysts maintain a "Moderate Buy" consensus rating with a price target suggesting potential upside.

Sep 18, 2026

Morgan Stanley has adjusted its price target for CMS Energy (CMS) from $79 to $77, while keeping an Equalweight rating on the stock. This update reflects the analyst's latest assessment of the company's valuation. The article also notes recent adjustments to price targets for CMS Energy by other financial institutions.

Sep 17, 2026

Consumers Energy is holding open house events for the community to learn about its plans for two new natural gas plants in Thetford Township and Bay County. These plants are deemed critical for the company's long-term Energy Supply Plan and require local government and Michigan Public Service Commission approval, with potential completion by 2031. The events in Clio and Essexville offer residents a chance to view information, speak with experts, and provide feedback on the projects.

Sep 16, 2026

DTE Energy is positioned as a significant player in providing power for hyperscale data centers, with 2.4 gigawatts of signed deals and more in the pipeline. Despite a recent stock pullback, the company's contracts with Oracle and Google for large data centers are expected to drive substantial capital expenditure and earnings growth. Analysts at 24/7 Wall St. see a strong upside potential for DTE, with a price target of $148.26, citing its concrete catalysts compared to peers like CMS Energy and WEC Energy Group.

Sep 16, 2026

The Tennessee Valley Authority (TVA), the State of Tennessee, and the United Kingdom have announced a strengthened partnership to accelerate the commercial deployment of fusion energy. This collaboration, building on existing projects like Project Infinity, will focus on developing fusion supply chains, workforce, and regulatory pathways. The goal is to bring fusion power online as a reliable, abundant energy source and create economic opportunities in the Tennessee Valley.

Sep 15, 2026

Lifezone Metals Ltd (NYSE: LZM) CFO Hofmaier Ingo reported a transaction on September 7, 2026, involving the acquisition of 33,000 shares at no cost and the forfeiture of 16,435 shares at $4.04 each. Following these transactions, his shareholding increased to 61,450 shares, and he held 33,000 derivative securities. This disclosure provides investors with updated information on his insider holdings and their percentage representation of his overall holdings.

Sep 13, 2026

The Michigan Public Service Commission unexpectedly postponed its decision on Consumers Energy's proposed sale of 13 hydroelectric dams, despite an administrative law judge ruling against the sale. Consumers Energy has now extended the decision timetable by 60 days to negotiate with opponents, aiming for a collaborative solution regarding the aging dams. Opponents, while engaging in good faith, emphasize the commission's responsibility to issue a final decision if negotiations fail.