Ownership history in SilverOak Wealth Management LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which SilverOak Wealth Management LLC reported a position in CMS ENERGY CORP (CMS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SilverOak Wealth Management LLC underperformed the S&P 500 by β3.8% annually on this CMS position. Timing score: 100% (4/4 decisions correct). Average cost basis: $56.47. Maximum drawdown during holding period: β7.1%.
β οΈ Trailed SPY by 3.8% ann. on this position.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $56.46 (2024 Q2) Β· Worst: $64.19 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.75% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size