Annis Gardner Whiting Capital Advisors’s CMS Energy CMS Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-28	Closed	-$2.17K	–	508
2026 Q1	$2.17K	Buy	28 +20	+250%	+$1.48K	﹤0.01%	1042
2025 Q4	$560	Sell	8 -11	-58%	-$800	﹤0.01%	1102
2025 Q3	$1.39K	Buy	19 +5	+36%	+$359	﹤0.01%	933
2025 Q2	$970	Hold	14	–	–	﹤0.01%	1083
2025 Q1	$1.05K	Hold	14	–	–	﹤0.01%	709
2024 Q4	$934	Buy	+14	New	+$963	﹤0.01%	716
2024 Q3	–	Sell	-28	Closed	-$1.67K	–	781
2024 Q2	$1.67K	Buy	28 +14	+100%	+$847	﹤0.01%	862
2024 Q1	$845	Buy	+14	New	+$811	﹤0.01%	882

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's CMS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of CMS Energy (CMS) in Q2 2026, closing a stake of 28 shares — an estimated $2.17K sold.

Annis Gardner Whiting Capital Advisors first reported a position in CMS in Q1 2024 and held it in 8 quarters. The position peaked at $2.17K in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining CMS Energy position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 28 CMS Energy shares in Q2 2026, an estimated $2.17K.
Annis Gardner Whiting Capital Advisors first reported a position in CMS Energy in Q1 2024 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's CMS Energy position peaked at $2.17K in Q1 2026.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.