SilverOak Wealth Management’s CMS Energy CMS Stock Holding History

SilverOak Wealth Management’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
2025 Q2	$4.77M	Hold
2025 Q1	$5.17M	Hold
2024 Q4	$4.59M	Buy
2024 Q3	$4.86M	Hold
2024 Q2	$4.1M	Buy
2024 Q1	$3.38M	Sell
2023 Q4	$4M	Buy