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
2026 Q2	$5.27M	Hold	68,825	–	–	0.68%	20
2026 Q1	$5.34M	Hold	68,825	–	–	0.84%	17
2025 Q4	$4.81M	Hold	68,825	–	–	0.75%	21
2025 Q3	$5.04M	Sell	68,825 -13	-0%	-$934	0.85%	16
2025 Q2	$4.77M	Hold	68,838	–	–	0.9%	14
2025 Q1	$5.17M	Hold	68,838	–	–	1.12%	14
2024 Q4	$4.59M	Buy	68,838 +13	+0%	+$894	0.99%	14
2024 Q3	$4.86M	Hold	68,825	–	–	1.09%	12
2024 Q2	$4.1M	Buy	68,825 +12,735	+23%	+$771K	0.98%	14
2024 Q1	$3.38M	Sell	56,090 -12,735	-19%	-$738K	0.84%	15
2023 Q4	$4M	Buy	+68,825	New	+$3.84M	1.08%	13

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

SilverOak Wealth Management's CMS Position: Q2 2026 in Review

SilverOak Wealth Management held its CMS Energy (CMS) position steady in Q2 2026 at 68,825 shares worth $5.27M. The position accounts for 0.68% of the portfolio, ranked #20.

SilverOak Wealth Management first reported a position in CMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.34M in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

SilverOak Wealth Management held 68,825 shares of CMS Energy worth $5.27M as of Q2 2026.
SilverOak Wealth Management left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.68% of SilverOak Wealth Management's portfolio in Q2 2026, its #20 holding.
SilverOak Wealth Management first reported a position in CMS Energy in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's CMS Energy position peaked at $5.34M in Q1 2026.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.