A detailed history of Nicholson Wealth Management Group, LLC transactions in Cms Energy Corp stock. As of the latest transaction made, Nicholson Wealth Management Group, LLC holds 24,971 shares of CMS stock, worth $1.85 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
24,971
Previous 24,758 0.86%
Holding current value
$1.85 Million
Previous $1.81 Billion 3.72%
% of portfolio
1.02%
Previous 1.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 26, 2026

BUY
$71.83 - $75.31 $15,299 - $16,041
213 Added 0.86%
24,971 $1.75 Billion
Q3 2025

Nov 04, 2025

BUY
$69.37 - $74.67 $87,614 - $94,308
1,263 Added 5.38%
24,758 $1.81 Billion
Q2 2025

Jul 29, 2025

BUY
$68.57 - $75.51 $10,834 - $11,930
158 Added 0.68%
23,495 $1.63 Billion
Q1 2025

May 12, 2025

BUY
$64.99 - $75.11 $11,308 - $13,069
174 Added 0.75%
23,337 $1.75 Billion
Q4 2024

Feb 03, 2025

BUY
$65.76 - $71.94 $443,353 - $485,019
6,742 Added 41.06%
23,163 $1.54 Billion
Q3 2024

Oct 23, 2024

BUY
$58.7 - $70.62 $963,912 - $1.16 Million
16,421 New
16,421 $1.16 Billion

Others Institutions Holding CMS

About CMS ENERGY CORP


  • Ticker CMS
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 290,196,000
  • Market Cap $21.5B
  • Description
  • CMS Energy Corporation operates as an energy company primarily in Michigan. The company operates through three segments: Electric Utility; Gas Utility; and Enterprises. The Electric Utility segment is involved in the generation, purchase, transmission, distribution, and sale of electricity. This segment generates electricity through coal, wind, ...
More about CMS
Track This Portfolio

Track Nicholson Wealth Management Group, LLC Portfolio

Follow Nicholson Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Nicholson Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nicholson Wealth Management Group, LLC with notifications on news.