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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SkyOak Wealth's CMS Position: Q1 2026 in Review

SkyOak Wealth held its CMS Energy (CMS) position steady in Q1 2026 at 3,000 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #221.

SkyOak Wealth first reported a position in CMS in Q1 2022 and has held it in 8 quarters since. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

SkyOak Wealth held 3,000 shares of CMS Energy worth $233K as of Q1 2026.
SkyOak Wealth left its CMS Energy share count unchanged in Q1 2026.
CMS Energy made up 0.04% of SkyOak Wealth's portfolio in Q1 2026, its #221 holding.
SkyOak Wealth first reported a position in CMS Energy in Q1 2022 and has held it in 8 quarters since.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.