SkyOak Wealth’s CMS Energy CMS Stock Holding History

SkyOak 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	$230K	Hold	3,000	–	–	0.04%	227
2026 Q1	$233K	Hold	3,000	–	–	0.04%	221
2025 Q4	$210K	Hold	3,000	–	–	0.04%	234
2025 Q3	$220K	Hold	3,000	–	–	0.04%	228
2025 Q2	$208K	Hold	3,000	–	–	0.04%	231
2025 Q1	$225K	Buy	+3,000	New	+$210K	0.05%	216
2024 Q4	–	Sell	-3,000	Closed	-$212K	–	262
2024 Q3	$212K	Buy	+3,000	New	+$197K	0.05%	217
2022 Q3	–	Sell	-3,000	Closed	-$203K	–	225
2022 Q2	$203K	Hold	3,000	–	–	0.07%	191
2022 Q1	$210K	Buy	+3,000	New	+$195K	0.06%	216

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

SkyOak Wealth's CMS Position: Q2 2026 in Review

SkyOak Wealth held its CMS Energy (CMS) position steady in Q2 2026 at 3,000 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #227.

SkyOak Wealth first reported a position in CMS in Q1 2022 and has held it in 9 quarters since. The position peaked at $233K in Q1 2026. 820 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

SkyOak Wealth held 3,000 shares of CMS Energy worth $230K as of Q2 2026.
SkyOak Wealth left its CMS Energy share count unchanged in Q2 2026.
CMS Energy made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #227 holding.
SkyOak Wealth first reported a position in CMS Energy in Q1 2022 and has held it in 9 quarters since.
SkyOak Wealth's CMS Energy position peaked at $233K in Q1 2026.
820 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.