Walker Asset Management, LLC

Position in CMS — Cms Energy Corp

CIK 1923053 SPRINGFIELD, MO

Position in CMS

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$216,954

-$1,356 QoQ

Shares Held

2,836

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#564

of 814 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Walker Asset Management, LLC holds $2,342,929 across 6 Utilities - Regulated Electric names. CMS ranks #5 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	5,009	$634,039
2	D	Dominion Energy, Inc	6,541	$446,684
3	NEE	Nextera Energy Inc	5,068	$444,818
4	EVRG	Evergy, Inc.	4,576	$395,503
5	CMS	Cms Energy Corp This page	2,836	$216,954
6	WEC	Wec Energy Group, Inc.	1,755	$204,931

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,954	2,836	+0.8%	Shares	Sole	2026-07-10
2026-03-31	$218,310	2,814	+1.4%	Shares	Sole	2026-04-24
2025-09-30	$203,223	2,774	+1.5%	Shares	Sole	2025-10-14
2025-03-31	$205,200	2,732	—	Shares	Sole	2025-04-15
No filing history on record for this holder in this stock.