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New Mexico Educational Retirement Board’s WEC Energy WEC Stock Holding History

New Mexico Educational Retirement Board’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.89M Buy
16,153
+1,200
+8% +$137K 0.05% 430
2026
Q1 		$1.73M Hold
14,953
– – 0.05% 404
2025
Q4 		$1.58M Buy
14,953
+500
+3% +$55.4K 0.05% 445
2025
Q3 		$1.66M Sell
14,453
-300
-2% -$32.5K 0.05% 406
2025
Q2 		$1.54M Hold
14,753
– – 0.05% 417
2025
Q1 		$1.61M Sell
14,753
-300
-2% -$30.6K 0.06% 376
2024
Q4 		$1.42M Sell
15,053
-400
-3% -$38.8K 0.05% 467
2024
Q3 		$1.49M Sell
15,453
-400
-3% -$35.4K 0.05% 447
2024
Q2 		$1.24M Hold
15,853
– – 0.04% 500
2024
Q1 		$1.3M Sell
15,853
-600
-4% -$48.3K 0.05% 495
2023
Q4 		$1.39M Hold
16,453
– – 0.05% 439
2023
Q3 		$1.32M Buy
16,453
+1,100
+7% +$95.6K 0.06% 403
2023
Q2 		$1.35M Buy
15,353
+800
+5% +$73.9K 0.06% 387
2023
Q1 		$1.38M Sell
14,553
-500
-3% -$46.3K 0.07% 317
2022
Q4 		$1.41M Sell
15,053
-1,100
-7% -$102K 0.08% 269
2022
Q3 		$1.45M Sell
16,153
-1,300
-7% -$133K 0.08% 258
2022
Q2 		$1.76M Sell
17,453
-900
-5% -$91.3K 0.08% 216
2022
Q1 		$1.83M Sell
18,353
-900
-5% -$85K 0.07% 295
2021
Q4 		$1.87M Sell
19,253
-1,400
-7% -$128K 0.06% 336
2021
Q3 		$1.82M Sell
20,653
-400
-2% -$37.5K 0.06% 321
2021
Q2 		$1.87M Buy
21,053
+1,100
+6% +$104K 0.06% 318
2021
Q1 		$1.87M Hold
19,953
– – 0.07% 260
2020
Q4 		$1.84M Sell
19,953
-300
-1% -$29.2K 0.08% 250
2020
Q3 		$1.96M Sell
20,253
-1,000
-5% -$93.2K 0.09% 200
2020
Q2 		$1.86M Buy
21,253
+1,400
+7% +$126K 0.09% 213
2020
Q1 		$1.75M Sell
19,853
-4,450
-18% -$428K 0.11% 184
2019
Q4 		$2.24M Hold
24,303
– – 0.09% 203
2019
Q3 		$2.31M Sell
24,303
-1,500
-6% -$135K 0.1% 192
2019
Q2 		$2.15M Sell
25,803
-500
-2% -$40.1K 0.09% 208
2019
Q1 		$2.08M Sell
26,303
-600
-2% -$44.5K 0.09% 215
2018
Q4 		$1.86M Sell
26,903
-1,200
-4% -$84.3K 0.09% 218
2018
Q3 		$1.88M Sell
28,103
-1,000
-3% -$66.7K 0.07% 283
2018
Q2 		$1.88M Sell
29,103
-1,000
-3% -$62.1K 0.07% 275
2018
Q1 		$1.89M Sell
30,103
-200
-0.7% -$12.4K 0.07% 308
2017
Q4 		$2.01M Buy
30,303
+1,000
+3% +$67.1K 0.08% 283
2017
Q3 		$1.84M Hold
29,303
– – 0.09% 268
2017
Q2 		$1.84M Sell
29,303
-2,700
-8% -$167K 0.09% 259
2017
Q1 		$1.94M Sell
32,003
-1,700
-5% -$100K 0.09% 257
2016
Q4 		$1.98M Buy
33,703
+1,800
+6% +$103K 0.09% 260
2016
Q3 		$1.91M Sell
31,903
-4,900
-13% -$306K 0.1% 254
2016
Q2 		$2.4M Buy
36,803
+1,900
+5% +$114K 0.11% 231
2016
Q1 		$2.1M Buy
34,903
+600
+2% +$33.6K 0.1% 241
2015
Q4 		$1.76M Sell
34,303
-1,100
-3% -$56.1K 0.08% 269
2015
Q3 		$1.85M Buy
35,403
+2,100
+6% +$102K 0.09% 254
2015
Q2 		$1.5M Buy
33,303
+6,493
+24% +$312K 0.07% 297
2015
Q1 		$1.33M Sell
26,810
-500
-2% -$26.1K 0.06% 365
2014
Q4 		$1.44M Sell
27,310
-2,800
-9% -$137K 0.06% 340
2014
Q3 		$1.29M Buy
30,110
+500
+2% +$22.2K 0.05% 379
2014
Q2 		$1.39M Hold
29,610
– – 0.06% 367
2014
Q1 		$1.38M Buy
+29,610
New +$1.28M 0.06% 371
2013
Q3 		– Sell
-36,410
Closed -$1.49M – 980
2013
Q2 		$1.49M Buy
+36,410
New +$1.54M 0.06% 359

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

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

New Mexico Educational Retirement Board increased its WEC Energy (WEC) stake by 8% in Q2 2026, buying an estimated $137K and bringing the position to 16,153 shares worth $1.89M. The position accounts for 0.05% of the portfolio, ranked #430.

New Mexico Educational Retirement Board first reported a position in WEC in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.4M in Q2 2016. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • New Mexico Educational Retirement Board held 16,153 shares of WEC Energy worth $1.89M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 1,200 WEC Energy shares in Q2 2026, an estimated $137K.
  • WEC Energy made up 0.05% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #430 holding.
  • New Mexico Educational Retirement Board first reported a position in WEC Energy in Q2 2013 and has held it in 51 quarters since.
  • New Mexico Educational Retirement Board's WEC Energy position peaked at $2.4M in Q2 2016.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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