Oxler Private Wealth
CMS icon

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
Q3 		$285K Buy
4,520
+17
+0.4% +$1.19K 0.08% 77
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
UniSuper Management
UniSuper Management Melbourne, Victoria, Australia $20.4B AUM 33.79% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Oxler Private Wealth's CMS Position: Q3 2026 in Review

Oxler Private Wealth increased its CMS Energy (CMS) stake by 0.38% in Q3 2026, buying an estimated $1.19K and bringing the position to 4,520 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #77.

Oxler Private Wealth first reported a position in CMS in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.87M in Q1 2022. 301 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • Oxler Private Wealth held 4,520 shares of CMS Energy worth $285K as of Q3 2026.
  • Oxler Private Wealth bought 17 CMS Energy shares in Q3 2026, an estimated $1.19K.
  • CMS Energy made up 0.08% of Oxler Private Wealth's portfolio in Q3 2026, its #77 holding.
  • Oxler Private Wealth first reported a position in CMS Energy in Q4 2020 and has held it in 24 quarters since.
  • Oxler Private Wealth's CMS Energy position peaked at $1.87M in Q1 2022.
  • 301 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.