Position in CMS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,265,112
-$74,331 QoQ
Shares Held
68,825
0.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
6.55%
of 13F equity value
Holder Rank
#197
of 815 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CMS Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SilverOak Wealth Management LLC holds $5,483,608 across 2 Utilities - Regulated Electric names. CMS ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMS |
Cms Energy Corp
This page
|
68,825 | $5,265,112 | |
| 2 | XEL |
Xcel Energy Inc
|
2,721 | $218,496 |
All Filings in CMS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,265,112 | 68,825 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,339,443 | 68,825 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,812,932 | 68,825 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,042,119 | 68,825 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $4,769,096 | 68,838 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $5,170,422 | 68,838 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,588,052 | 68,838 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $4,861,109 | 68,825 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,097,152 | 68,825 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,384,470 | 56,090 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,996,667 | 68,825 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||