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Oxler Private Wealth LLC

Position in CMS — Cms Energy Corp

CIK 1846002 Rye Brook, NY

Position in CMS

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$344,479
-$2,846 QoQ
Shares Held
4,503
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#480
of 814 holders
Holding Since
Dec 2020
23 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, 2026

Oxler Private Wealth LLC holds $1,701,866 across 5 Utilities - Regulated Electric names. CMS ranks #2 (20.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CMS
Cms Energy Corp
This page
4,503 $344,479

All Filings in CMS

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $344,479 4,503
2026-03-31 $347,325 4,477
2025-12-31 $311,398 4,453
2025-09-30 $324,468 4,429
2025-06-30 $305,178 4,405
2025-03-31 $339,121 4,515
2024-12-31 $299,325 4,491
2024-09-30 $336,834 4,769
2024-06-30 $282,410 4,744
2024-03-31 $284,201 4,710
2023-12-31 $271,419 4,674
2023-09-30 $1,380,222 25,988
2023-06-30 $1,588,600 27,040
2023-03-31 $1,645,904 26,815
2022-12-31 $1,684,831 26,604
2022-09-30 $1,579,812 27,126
2022-06-30 $1,819,260 26,952
2022-03-31 $1,873,133 26,782
2021-12-31 $1,749,129 26,889
2021-09-30 $1,603,451 26,845
2021-06-30 $1,497,382 25,345
2021-03-31 $1,551,620 25,345
2020-12-31 $1,546,298 25,345