Discontinued — last reported Q3 '25

Non-Current Assets

Equity Method Investments

CMS Energy Equity Method Investments increased by 6.6% to $65.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 8.5%, from $71.00M to $65.00M. Over 5 years (FY 2020 to FY 2025), Equity Method Investments shows a downward trend with a -2.7% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2014
Last reportedQ3 2025

How to read this metric

An increase indicates strategic expansion through partnerships or joint ventures, while a decrease may signal divestments or impairment.

Detailed definition

These are investments in entities where the company exercises significant influence but does not have full control. The...

Peer comparison

Varies significantly based on corporate strategy; common in healthcare companies that partner with biotech startups or specialized diagnostic firms.

Metric ID: equity_method_investments

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$71.00M$73.00M$71.00M$71.00M$69.00M$70.00M$71.00M$72.00M$72.00M$74.00M$74.00M$73.00M$73.00M$74.00M$64.00M$71.00M$62.00M$64.00M$61.00M$65.00M
QoQ Change+2.8%-2.7%+0.0%-2.8%+1.4%+1.4%+1.4%+0.0%+2.8%+0.0%-1.4%+0.0%+1.4%-13.5%+10.9%-12.7%+3.2%-4.7%+6.6%
YoY Change-2.8%-4.1%+0.0%+1.4%+4.3%+5.7%+4.2%+1.4%+1.4%+0.0%-13.5%-2.7%-15.1%-13.5%-4.7%-8.5%
Range$61.00M$74.00M
CAGR-1.8%
Avg YoY Growth-2.9%
Median YoY Growth-1.4%

Business Segments

View all
SegmentQ4 '22Q4 '23Q4 '24Q4 '25
NorthStar Clean Energy$71.00M$74.00M$64.00M$61.00M
Electric Utility$0.00
Gas Utility$0.00
Total$71.00M$74.00M$64.00M$61.00M

Frequently Asked Questions

What is CMS Energy's equity method investments?
CMS Energy (CMS) reported equity method investments of $65.00M in Q1 2026.
How has CMS Energy's equity method investments changed year-over-year?
CMS Energy's equity method investments decreased by 8.5% year-over-year, from $71.00M to $65.00M.
What is the long-term trend for CMS Energy's equity method investments?
Over 5 years (2020 to 2025), CMS Energy's equity method investments has grown at a -2.7% compound annual growth rate (CAGR), from $70.00M to $61.00M.
What does equity method investments mean?
The value of investments in other companies where the firm has significant influence but not total control.