Nicholson Wealth Management Group, LLC
Position in CMS — Cms Energy Corp
CIK 2035982
CHARLESTOWN, SC
Position in CMS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,926,958
-$63,124 QoQ
Shares Held
25,189
-1.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#284
of 814 holders
Holding Since
Sep 2024
8 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, 2026Nicholson Wealth Management Group, LLC holds $8,011,872 across 4 Utilities - Regulated Electric names. CMS ranks #4 (24.1% of the industry book) .
All Filings in CMS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,926,958 | 25,189 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,990,082 | 25,652 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,746,222 | 24,971 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,813,771 | 24,758 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,627,733 | 23,495 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,752,842 | 23,337 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,543,813 | 23,163 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,159,815 | 16,421 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||