NWMG
Nicholson Wealth Management Group’s CMS Energy CMS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.63M | Buy |
23,495
+158
| +0.7% | +$10.9K | 1% | 45 |
|
2025
Q1 | $1.75M | Buy |
23,337
+174
| +0.8% | +$13.1K | 1.15% | 25 |
|
2024
Q4 | $1.54M | Buy |
23,163
+6,742
| +41% | +$449K | 1.03% | 33 |
|
2024
Q3 | $1.16M | Buy |
+16,421
| New | +$1.16M | 0.95% | 27 |
|