Nicholson Wealth Management Group’s CMS Energy CMS Stock Holding History

Nicholson Wealth Management Group’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.93M	Sell	25,189 -463	-2%	-$34.7K	1.14%	38
2026 Q1	$1.99M	Buy	25,652 +681	+3%	+$50.5K	1.16%	32
2025 Q4	$1.75M	Buy	24,971 +213	+0.9%	+$15.5K	1.02%	62
2025 Q3	$1.81M	Buy	24,758 +1,263	+5%	+$90.7K	1.06%	36
2025 Q2	$1.63M	Buy	23,495 +158	+0.7%	+$11.3K	1%	45
2025 Q1	$1.75M	Buy	23,337 +174	+0.8%	+$12.2K	1.15%	25
2024 Q4	$1.54M	Buy	23,163 +6,742	+41%	+$464K	1.03%	33
2024 Q3	$1.16M	Buy	+16,421	New	+$1.08M	0.95%	27

Other funds holding CMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nicholson Wealth Management Group's CMS Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its CMS Energy (CMS) stake by 1.8% in Q2 2026, selling an estimated $34.7K and leaving 25,189 shares worth $1.93M. The position accounts for 1.14% of the portfolio, ranked #38.

Nicholson Wealth Management Group first reported a position in CMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.99M in Q1 2026. 816 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

Nicholson Wealth Management Group held 25,189 shares of CMS Energy worth $1.93M as of Q2 2026.
Nicholson Wealth Management Group sold 463 CMS Energy shares in Q2 2026, an estimated $34.7K.
CMS Energy made up 1.14% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #38 holding.
Nicholson Wealth Management Group first reported a position in CMS Energy in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's CMS Energy position peaked at $1.99M in Q1 2026.
816 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.