UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13

OR 15(d) OF

THE SECURITIES

EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported) June 23, 2022

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company:  CMS Energy Corporation ¨        Consumers Energy Company ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.

CMS Energy Corporation       ¨  Consumers Energy Company ¨

Item 8.01. Other Matters.

On June 23, 2022, the Michigan Public Service Commission approved Consumers Energy Company’s (“Consumers”) integrated resource plan (“IRP”) settlement agreement with a diverse group of stakeholders. Consumers’ IRP provides a 20-year blueprint to meet Michigan’s energy needs while protecting the environment for future generations. This approval clears the way for Consumers, a wholly-owned subsidiary of CMS Energy Corporation (“CMS Energy”), to stop burning coal to generate electricity by 2025 — 15 years faster than previously planned — and provide reliable electricity for Michigan. The News Release is attached as Exhibit 99 and is incorporated by reference herein.

Investors and others should note that CMS Energy routinely posts important information on its website and considers the Investor Relations section, www.cmsenergy.com/investor-relations, a channel of distribution.

Item 9.01. Financial Statements and Exhibits.

(d) Exhibits.

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrants have duly caused this report to be signed on their behalf by the undersigned hereunto duly authorized.

Exhibit99

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LandmarkPlan to Accelerate End of Coal Era, ProvideReliability and Protect Environment Earns Approval

JACKSON, Mich., June 23, 2022 – A key regulatory decision today cleared the way for Consumers Energy to stop burning coal to generate electricity by 2025 — 15 years faster than previously planned — and provide reliable electricity for Michigan.

The Michigan Public Service Commission (MPSC) approved Consumers Energy’s agreement with a diverse group of stakeholders on updates to its Clean Energy Plan, a 20-year blueprint to meet Michigan’s energy needs while protecting the environment for future generations.

A broad coalition of supporters for the plan includes customer groups, environmental organizations, MPSC staff, energy industry representatives and the Michigan Attorney General.

Consumers Energy is one of the first utilities in the nation to go coal-free.

“This is a historic moment in Michigan’s clean energy transformation journey,” said Garrick Rochow, President and CEO of Consumers Energy. “The Clean Energy Plan is a sea change that positions our company as a national leader and empowers us to deliver reliable energy while protecting the planet for decades to come.”

The updates to Consumers Energy’s Clean Energy Plan — first approved in 2019 — include:

“Together, we’ve created the best Clean Energy Plan for Michigan,” Rochow said. “We’re building a dramatically different energy landscape in which customers won’t have to choose between protecting the planet and their pocketbooks. We will do both while making sure our state has the reliable power it needs.”

Consumers Energy, Michigan’s largest energy provider, is the principal subsidiary of CMS Energy (NYSE: CMS), providing natural gas and/or electricity to 6.8 million of the state’s 10 million residents in all 68 Lower Peninsula counties.

MediaContacts: Katie Carey, 517-740-1739, or Brian Wheeler, 517-740-1545

Formore information about Consumers Energy, go to

www.ConsumersEnergy.com.

Check out Consumers Energy on Social Media