SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / CMS

Nicholson Wealth Management Group, LLC’s Cms Energy Corp Position

Does Nicholson Wealth Management Group, LLC own Cms Energy Corp (CMS)? Yes — 25.7K shares worth $2M (+1.16% of its 13F portfolio) as of Q1 2026, up from 25.0K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
25.7K
% of Portfolio
+1.16%
Quarters Held
7
currently held

Position History CMS

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.7K$2M+1.16%
Q4 202525.0K$2M+1.02%
Q3 202524.8K$2M+1.06%
Q2 202523.5K$2M+1.00%
Q1 202523.3K$2M+1.15%
Q4 202423.2K$2M+1.03%
Q3 202416.4K$1M+0.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of CMS.