CMS Energy Corporation (CMS)

Nov 3, 2026

PacifiCorp, an Oregon electric utility, has saved $16 million in the first five months of its participation in the Extended Day-Ahead Market (EDAM), which launched in May. Portland General Electric also joined EDAM in October. Proponents of EDAM highlight its role in coordinating the grid for Western utilities.

Nov 3, 2026

Michigan residents are pushing for two citizen-led ballot initiatives to curb the influence of powerful electric utilities. One initiative proposes a statewide ban on political donations from regulated utilities, while the other seeks to municipalize the grid in Ann Arbor, replacing DTE Energy with a public power company. These efforts stem from widespread frustration over controversial datacenters, high energy rates, and poor electric reliability, and represent a test case for structural change in the US utility industry.

Oct 31, 2026

The Tennessee Valley Authority (TVA) is now using a Tecnam P2012 Special Mission Platform (SMP) for surveying its 16,000 miles of electrical transmission lines. This shift from helicopters to a fixed-wing aircraft has significantly reduced operating costs by 75% and improved data collection speed and altitude. The P2012 SMP, equipped with LiDAR and cameras, surveys over three acres per second, streamlining vegetation management and enhancing safety for field personnel.

Oct 29, 2026

Quanta Services reported a strong third quarter, significantly beating EPS and revenue estimates and raising its guidance for the third time this year. The company's backlog surged by $10 billion to a record $63.7 billion, indicating robust demand. While labor was previously a constraint, management now identifies supply chain issues (copper, poles, transformers, breakers) as the primary growth limiter.

Oct 29, 2026

CMS Energy Corp. (CMS) saw its stock rise by 1.92% to $69.52 on Thursday, outperforming the broader market which experienced a downturn with the S&P 500 Index and Dow Jones Industrial Average both falling. This increase broke a two-day losing streak for the company's shares.

Oct 28, 2026

CMS Energy Corp. (CMS) shares fell by 1.14% to $68.21 on Wednesday, despite an overall positive trading session where the S&P 500 Index and Dow Jones Industrial Average both saw gains. This marked the second consecutive day of losses for the stock, indicating underperformance relative to market competitors.

Oct 28, 2026

Ford CEO Jim Farley announced that the automaker's upcoming $30,000 electric pickup truck, Fathom, will feature bidirectional power technology, allowing owners to power their homes without a separate wall-mounted inverter. This makes the technology more accessible compared to rivals like Tesla, which often require additional units like the Powerwall 3. Ford is also collaborating with utility companies to simplify the connection of these vehicles to the grid.

Oct 28, 2026

NiSource Inc. has narrowed its 2026 adjusted earnings per share guidance to the upper half of US$2.02 to US$2.07 and introduced 2027 guidance of US$2.22 to US$2.30 a share. The utility announced an extended US$40 billion capital expenditure plan through 2033, with US$8 billion allocated to data center investments, which are expected to drive faster growth alongside its regulated business. For the quarter ended Sept. 30, adjusted net income rose to US$130.9 million, up from US$91.8 million a year earlier.

Oct 27, 2026

Communities in Michigan are concerned that blocking Consumers Energy's sale of 13 hydroelectric dams to Confluence Hydro could lead to significant economic losses, estimated at $33.4 million, and the drying up of local lakes. While state officials like Gov. Gretchen Whitmer and Attorney General Dana Nessel oppose the sale, residents near the dams emphasize their critical role in local identity, recreation, and the economy, urging the Michigan Public Service Commission to approve the deal. Supporters argue that Confluence Hydro is a reputable buyer, distinguishing them from previous dam failures linked to improper maintenance.

Oct 27, 2026

CMS Energy Corporation reported adjusted earnings of $1.44 per share for the third quarter of 2026, exceeding the Zacks Consensus Estimate by 7.5% and increasing 54.8% year-over-year. The company's operating revenues grew 8% year-over-year to $2.183 billion, also surpassing analyst expectations. CMS Energy reaffirmed its adjusted earnings guidance for both 2026 and 2027, maintaining a long-term EPS growth rate of 6-8%.

Oct 27, 2026

CMS Energy (CMS) reported third-quarter 2026 adjusted earnings of $1.44 per share, surpassing the Zacks Consensus Estimate by 7.5% and increasing 54.8% year-over-year. Operating revenues rose 8% to $2.183 billion, also beating estimates. The company reaffirmed its 2026 and 2027 adjusted earnings guidance, maintaining a Zacks Rank #3 (Hold).