Annis Gardner Whiting Capital Advisors, LLC

Position in CMS — Cms Energy Corp

CIK 1998414 TAMPA, FL

Position in CMS

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$2,172

+$1,613 QoQ

Shares Held

+250.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $2,738,530 across 6 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	7,258	$637,034
2	DUK	Duke Energy CORP	4,924	$623,279
3	AEP	American Electric Power Co Inc	4,516	$617,833
4	SO	Southern Co	4,495	$430,216
5	D	Dominion Energy, Inc	3,226	$220,303
6	ED	Consolidated Edison Inc	1,897	$209,865

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,172	28	+250.0%	Shares	Sole	2026-05-06
2025-12-31	$559	8	-57.9%	Shares	Sole	2026-02-09
2025-09-30	$1,391	19	+35.7%	Shares	Sole	2025-11-03
2025-06-30	$969	14	0.0%	Shares	Sole	2025-08-11
2025-03-31	$1,051	14	0.0%	Shares	Sole	2025-05-09
2024-12-31	$933	14	-50.0%	Shares	Sole	2025-02-12
2024-06-30	$1,666	28	+100.0%	Shares	Sole	2024-08-12
2024-03-31	$844	14	—	Shares	Sole	2024-05-13
No filing history on record for this holder in this stock.