Back to CMS-PC
SilverOak Wealth Management LLC → CMS-PC
SilverOak Wealth Management LLC CMS-PC Position History
CMS Energy Corporation • Utilities
Quarters held
4
Latest value
$4.2M
Q3 2026
Peak value
$5.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.8M |
| Q1 2026 | $5.3M |
| Q2 2026 | $5.3M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 67.0K | — | — |
| Q2 2026 | $5.3M | 68.8K | — | — |
| Q1 2026 | $5.3M | 68.8K | — | — |
| Q4 2025 | $4.8M | 68.8K | — | — |
Other funds holding CMS-PC
$2.8B
$2.6B
$2.6B
$2.6B
$1.4B
$1.4B
$1.4B
$1.3B