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Oxler Private Wealth’s CMS Energy CMS Stock Holding History

Oxler Private Wealth’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 		$344K Buy
4,503
+26
+0.6% +$1.95K 0.1% 73
2026
Q1 		$347K Buy
4,477
+24
+0.5% +$1.78K 0.11% 71
2025
Q4 		$311K Buy
4,453
+24
+0.5% +$1.75K 0.09% 74
2025
Q3 		$324K Buy
4,429
+24
+0.5% +$1.72K 0.09% 75
2025
Q2 		$305K Sell
4,405
-110
-2% -$7.84K 0.1% 75
2025
Q1 		$339K Buy
4,515
+24
+0.5% +$1.68K 0.12% 71
2024
Q4 		$299K Sell
4,491
-278
-6% -$19.1K 0.1% 75
2024
Q3 		$337K Buy
4,769
+25
+0.5% +$1.64K 0.12% 73
2024
Q2 		$282K Buy
4,744
+34
+0.7% +$2.06K 0.1% 74
2024
Q1 		$284K Buy
4,710
+36
+0.8% +$2.09K 0.11% 78
2023
Q4 		$271K Sell
4,674
-21,314
-82% -$1.19M 0.23% 62
2023
Q3 		$1.38M Sell
25,988
-1,052
-4% -$60.9K 0.69% 38
2023
Q2 		$1.59M Buy
27,040
+225
+0.8% +$13.6K 0.76% 37
2023
Q1 		$1.65M Buy
26,815
+211
+0.8% +$13K 0.81% 37
2022
Q4 		$1.68M Sell
26,604
-522
-2% -$30.9K 0.91% 34
2022
Q3 		$1.58M Buy
27,126
+174
+0.6% +$11.7K 0.88% 33
2022
Q2 		$1.82M Buy
26,952
+170
+0.6% +$11.7K 0.88% 33
2022
Q1 		$1.87M Sell
26,782
-107
-0.4% -$6.94K 0.84% 34
2021
Q4 		$1.75M Buy
26,889
+44
+0.2% +$2.7K 0.72% 40
2021
Q3 		$1.6M Buy
26,845
+1,500
+6% +$93.6K 0.71% 41
2021
Q2 		$1.5M Hold
25,345
– – 0.65% 44
2021
Q1 		$1.55M Hold
25,345
– – 0.79% 38
2020
Q4 		$1.55M Buy
+25,345
New +$1.58M 0.87% 31

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oxler Private Wealth's CMS Position: Q2 2026 in Review

Oxler Private Wealth increased its CMS Energy (CMS) stake by 0.58% in Q2 2026, buying an estimated $1.95K and bringing the position to 4,503 shares worth $344K. The position accounts for 0.1% of the portfolio, ranked #73.

Oxler Private Wealth first reported a position in CMS in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.87M in Q1 2022. 821 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Oxler Private Wealth held 4,503 shares of CMS Energy worth $344K as of Q2 2026.
  • Oxler Private Wealth bought 26 CMS Energy shares in Q2 2026, an estimated $1.95K.
  • CMS Energy made up 0.1% of Oxler Private Wealth's portfolio in Q2 2026, its #73 holding.
  • Oxler Private Wealth first reported a position in CMS Energy in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's CMS Energy position peaked at $1.87M in Q1 2022.
  • 821 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.