NMERB
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New Mexico Educational Retirement Board’s CMS Energy CMS Stock Holding History

New Mexico Educational Retirement Board’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 		$1.17M Buy
15,310
+1,500
+11% +$112K 0.03% 624
2026
Q1 		$1.07M Hold
13,810
– – 0.03% 609
2025
Q4 		$966K Buy
13,810
+300
+2% +$21.8K 0.03% 668
2025
Q3 		$990K Sell
13,510
-500
-4% -$35.9K 0.03% 650
2025
Q2 		$971K Hold
14,010
– – 0.03% 644
2025
Q1 		$1.05M Sell
14,010
-200
-1% -$14K 0.04% 593
2024
Q4 		$947K Sell
14,210
-400
-3% -$27.5K 0.03% 656
2024
Q3 		$1.03M Sell
14,610
-100
-0.7% -$6.56K 0.03% 631
2024
Q2 		$876K Hold
14,710
– – 0.03% 661
2024
Q1 		$888K Sell
14,710
-500
-3% -$29K 0.03% 672
2023
Q4 		$883K Hold
15,210
– – 0.03% 662
2023
Q3 		$808K Buy
15,210
+1,100
+8% +$63.7K 0.03% 647
2023
Q2 		$829K Buy
14,110
+700
+5% +$42.2K 0.04% 635
2023
Q1 		$823K Sell
13,410
-400
-3% -$24.6K 0.04% 567
2022
Q4 		$875K Sell
13,810
-1,000
-7% -$59.1K 0.05% 487
2022
Q3 		$863K Sell
14,810
-1,300
-8% -$87.4K 0.05% 457
2022
Q2 		$1.09M Sell
16,110
-700
-4% -$48.3K 0.05% 375
2022
Q1 		$1.18M Sell
16,810
-900
-5% -$58.4K 0.04% 503
2021
Q4 		$1.15M Sell
17,710
-1,200
-6% -$73.7K 0.04% 562
2021
Q3 		$1.13M Sell
18,910
-400
-2% -$25K 0.04% 558
2021
Q2 		$1.14M Buy
19,310
+1,300
+7% +$80.8K 0.04% 571
2021
Q1 		$1.1M Hold
18,010
– – 0.04% 487
2020
Q4 		$1.1M Sell
18,010
-300
-2% -$18.8K 0.05% 429
2020
Q3 		$1.12M Sell
18,310
-800
-4% -$49K 0.05% 387
2020
Q2 		$1.12M Buy
19,110
+1,300
+7% +$75.3K 0.05% 406
2020
Q1 		$1.05M Sell
17,810
-4,100
-19% -$262K 0.06% 344
2019
Q4 		$1.38M Hold
21,910
– – 0.06% 347
2019
Q3 		$1.4M Sell
21,910
-1,300
-6% -$78.9K 0.06% 318
2019
Q2 		$1.34M Sell
23,210
-400
-2% -$22.4K 0.06% 346
2019
Q1 		$1.31M Sell
23,610
-500
-2% -$26.4K 0.06% 368
2018
Q4 		$1.2M Sell
24,110
-1,100
-4% -$55.6K 0.06% 355
2018
Q3 		$1.24M Sell
25,210
-800
-3% -$39K 0.05% 468
2018
Q2 		$1.23M Sell
26,010
-900
-3% -$40.7K 0.05% 467
2018
Q1 		$1.22M Sell
26,910
-200
-0.7% -$8.77K 0.05% 516
2017
Q4 		$1.28M Buy
27,110
+1,000
+4% +$48.4K 0.05% 477
2017
Q3 		$1.21M Hold
26,110
– – 0.06% 352
2017
Q2 		$1.21M Sell
26,110
-2,300
-8% -$106K 0.06% 355
2017
Q1 		$1.27M Sell
28,410
-1,400
-5% -$60.6K 0.06% 356
2016
Q4 		$1.24M Buy
29,810
+1,600
+6% +$65.4K 0.06% 361
2016
Q3 		$1.19M Sell
28,210
-4,300
-13% -$188K 0.06% 350
2016
Q2 		$1.49M Buy
32,510
+1,800
+6% +$75.6K 0.07% 316
2016
Q1 		$1.3M Sell
30,710
-300
-1% -$11.8K 0.06% 335
2015
Q4 		$1.12M Hold
31,010
– – 0.05% 377
2015
Q3 		$1.09M Buy
31,010
+1,900
+7% +$64.1K 0.05% 383
2015
Q2 		$927K Sell
29,110
-2,800
-9% -$94.1K 0.05% 423
2015
Q1 		$1.11M Sell
31,910
-1,400
-4% -$49.7K 0.05% 408
2014
Q4 		$1.16M Sell
33,310
-2,700
-7% -$88.2K 0.05% 399
2014
Q3 		$1.07M Buy
36,010
+1,200
+3% +$35.8K 0.04% 427
2014
Q2 		$1.08M Hold
34,810
– – 0.04% 429
2014
Q1 		$1.02M Sell
34,810
-2,100
-6% -$58.2K 0.04% 447
2013
Q4 		$988K Sell
36,910
-2,900
-7% -$78.1K 0.04% 456
2013
Q3 		$1.05M Sell
39,810
-2,300
-5% -$62.5K 0.04% 436
2013
Q2 		$1.14M Buy
+42,110
New +$1.18M 0.05% 420

Other funds holding CMS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
IGAM
iA Global Asset Management Quebec, Quebec, Canada $8.42B AUM 47.61% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

New Mexico Educational Retirement Board's CMS Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its CMS Energy (CMS) stake by 11% in Q2 2026, buying an estimated $112K and bringing the position to 15,310 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #624.

New Mexico Educational Retirement Board first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.49M in Q2 2016. 297 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • New Mexico Educational Retirement Board held 15,310 shares of CMS Energy worth $1.17M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 1,500 CMS Energy shares in Q2 2026, an estimated $112K.
  • CMS Energy made up 0.03% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #624 holding.
  • New Mexico Educational Retirement Board first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
  • New Mexico Educational Retirement Board's CMS Energy position peaked at $1.49M in Q2 2016.
  • 297 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.