Position in CMS
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$5,120
+$4,351 QoQ
Shares Held
66
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Whipplewood Advisors, LLC holds $46,194 across 9 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
75 | $9,493 | |
| 2 | NEE |
Nextera Energy Inc
|
106 | $9,303 | |
| 3 | ETR |
Entergy Corp /De/
|
56 | $6,432 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
57 | $4,626 | |
| 5 | PPL |
PPL Corp
|
122 | $4,434 | |
| 6 | AEE |
Ameren Corp
|
39 | $4,408 | |
| 7 | AEP |
American Electric Power Co Inc
|
27 | $3,693 | |
| 8 | SO |
Southern Co
|
30 | $2,871 |
All Filings in CMS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,120 | 66 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $769 | 11 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $6,373 | 92 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $5,183 | 132 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,798 | 102 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||