New York State Common Retirement Fund’s CMS Energy CMS Stock Holding History

New York State Common Retirement Fund’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	$9.99M	Buy	130,643 +4,100	+3%	+$307K	0.01%	778
2026 Q1	$9.82M	Buy	126,543 +3,000	+2%	+$223K	0.01%	725
2025 Q4	$8.64M	Sell	123,543 -2,664	-2%	-$194K	0.01%	797
2025 Q3	$9.25M	Sell	126,207 -21,600	-15%	-$1.55M	0.01%	788
2025 Q2	$10.2M	Sell	147,807 -1,030	-0.7%	-$73.4K	0.01%	733
2025 Q1	$11.2M	Buy	148,837 +8,628	+6%	+$603K	0.02%	664
2024 Q4	$9.34M	Sell	140,209 -10,000	-7%	-$688K	0.01%	817
2024 Q3	$10.6M	Sell	150,209 -30,134	-17%	-$1.98M	0.01%	755
2024 Q2	$10.7M	Buy	180,343 +6,021	+3%	+$364K	0.01%	774
2024 Q1	$10.5M	Sell	174,322 -17,046	-9%	-$988K	0.01%	792
2023 Q4	$11.1M	Sell	191,368 -27,019	-12%	-$1.51M	0.02%	777
2023 Q3	$11.6M	Sell	218,387 -48,242	-18%	-$2.79M	0.02%	749
2023 Q2	$15.7M	Sell	266,629 -42,639	-14%	-$2.57M	0.02%	680
2023 Q1	$19M	Sell	309,268 -12,500	-4%	-$768K	0.03%	586
2022 Q4	$20.4M	Buy	321,768 +1,390	+0.4%	+$82.2K	0.03%	555
2022 Q3	$18.7M	Buy	320,378 +2,950	+0.9%	+$198K	0.03%	555
2022 Q2	$21.4M	Sell	317,428 -19,850	-6%	-$1.37M	0.03%	518
2022 Q1	$23.6M	Buy	337,278 +60,902	+22%	+$3.95M	0.03%	547
2021 Q4	$18M	Sell	276,376 -204	-0.1%	-$12.5K	0.02%	717
2021 Q3	$16.5M	Buy	276,580 +1,280	+0.5%	+$79.9K	0.02%	761
2021 Q2	$16.3M	Sell	275,300 -4,000	-1%	-$249K	0.02%	768
2021 Q1	$17.1M	Sell	279,300 -48,000	-15%	-$2.76M	0.02%	713
2020 Q4	$20M	Sell	327,300 -38,400	-11%	-$2.4M	0.02%	644
2020 Q3	$22.5M	Sell	365,700 -48,200	-12%	-$2.95M	0.03%	546
2020 Q2	$24.2M	Sell	413,900 -41,000	-9%	-$2.37M	0.03%	513
2020 Q1	$26.7M	Sell	454,900 -6,200	-1%	-$397K	0.04%	416
2019 Q4	$29M	Sell	461,100 -18,100	-4%	-$1.13M	0.03%	499
2019 Q3	$30.6M	Sell	479,200 -6,000	-1%	-$364K	0.04%	450
2019 Q2	$28.1M	Sell	485,200 -7,600	-2%	-$427K	0.04%	508
2019 Q1	$27.4M	Sell	492,800 -3,800	-0.8%	-$200K	0.04%	506
2018 Q4	$24.7M	Sell	496,600 -31,100	-6%	-$1.57M	0.04%	490
2018 Q3	$25.9M	Sell	527,700 -6,700	-1%	-$327K	0.03%	575
2018 Q2	$25.3M	Sell	534,400 -106,400	-17%	-$4.81M	0.03%	573
2018 Q1	$29M	Sell	640,800 -31,500	-5%	-$1.38M	0.04%	502
2017 Q4	$31.8M	Buy	672,300 +79,400	+13%	+$3.85M	0.04%	463
2017 Q3	$27.5M	Buy	592,900 +9,000	+2%	+$425K	0.04%	503
2017 Q2	$27M	Sell	583,900 -1	-0%	-$46	0.04%	506
2017 Q1	$26.1M	Buy	583,901 +6,301	+1%	+$273K	0.04%	508
2016 Q4	$24M	Buy	577,600 +6,000	+1%	+$245K	0.03%	541
2016 Q3	$24M	Sell	571,600 -197,450	-26%	-$8.62M	0.03%	526
2016 Q2	$35.3M	Sell	769,050 -5,730	-0.7%	-$241K	0.05%	383
2016 Q1	$32.9M	Sell	774,780 -53,230	-6%	-$2.08M	0.05%	388
2015 Q4	$29.9M	Sell	828,010 -78,450	-9%	-$2.8M	0.05%	430
2015 Q3	$32M	Buy	906,460 +164,828	+22%	+$5.56M	0.05%	394
2015 Q2	$23.6M	Sell	741,632 -119,338	-14%	-$4.01M	0.03%	525
2015 Q1	$30.1M	Buy	860,970 +41,708	+5%	+$1.48M	0.04%	450
2014 Q4	$28.5M	Buy	819,262 +9,085	+1%	+$297K	0.04%	468
2014 Q3	$24M	Buy	810,177 +72,707	+10%	+$2.17M	0.04%	540
2014 Q2	$23M	Sell	737,470 -23,819	-3%	-$709K	0.03%	571
2014 Q1	$22.3M	Sell	761,289 -19,600	-3%	-$543K	0.03%	568
2013 Q4	$20.9M	Sell	780,889 -44,996	-5%	-$1.21M	0.03%	587
2013 Q3	$21.7M	Buy	825,885 +51,415	+7%	+$1.4M	0.04%	546
2013 Q2	$21M	Buy	+774,470	New	+$21.7M	0.04%	507

Other funds holding CMS

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund's CMS Position: Q2 2026 in Review

New York State Common Retirement Fund increased its CMS Energy (CMS) stake by 3.2% in Q2 2026, buying an estimated $307K and bringing the position to 130,643 shares worth $9.99M. The position accounts for 0.01% of the portfolio, ranked #778.

New York State Common Retirement Fund first reported a position in CMS in Q2 2013 and has held it in 53 quarters since. The position peaked at $35.3M in Q2 2016. 324 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

New York State Common Retirement Fund held 130,643 shares of CMS Energy worth $9.99M as of Q2 2026.
New York State Common Retirement Fund bought 4,100 CMS Energy shares in Q2 2026, an estimated $307K.
CMS Energy made up 0.01% of New York State Common Retirement Fund's portfolio in Q2 2026, its #778 holding.
New York State Common Retirement Fund first reported a position in CMS Energy in Q2 2013 and has held it in 53 quarters since.
New York State Common Retirement Fund's CMS Energy position peaked at $35.3M in Q2 2016.
324 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

Based on New York State Common Retirement Fund's 13F filing for Q2 2026, filed 29 Jul 2026.