NJ State Employees Deferred Compensation Plan’s CMS Energy CMS Stock Holding History

NJ State Employees Deferred Compensation Plan’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
2025 Q4	–	Sell	-22,000	Closed	-$1.61M	–	84
2025 Q3	$1.61M	Hold	22,000	–	–	0.18%	127
2025 Q2	$1.52M	Hold	22,000	–	–	0.18%	125
2025 Q1	$1.65M	Hold	22,000	–	–	0.21%	107
2024 Q4	$1.47M	Hold	22,000	–	–	0.18%	128
2024 Q3	$1.55M	Hold	22,000	–	–	0.18%	126
2024 Q2	$1.31M	Hold	22,000	–	–	0.16%	138
2024 Q1	$1.33M	Hold	22,000	–	–	0.17%	134
2023 Q4	$1.28M	Hold	22,000	–	–	0.18%	128
2023 Q3	$1.17M	Hold	22,000	–	–	0.18%	133
2023 Q2	$1.29M	Hold	22,000	–	–	0.19%	127
2023 Q1	$1.35M	Buy	+22,000	New	+$1.35M	0.21%	114

Other funds holding CMS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

NJ State Employees Deferred Compensation Plan's CMS Position: Q4 2025 in Review

NJ State Employees Deferred Compensation Plan sold out of CMS Energy (CMS) in Q4 2025, closing a stake of 22,000 shares — an estimated $1.61M sold.

NJ State Employees Deferred Compensation Plan first reported a position in CMS in Q1 2023 and held it in 11 quarters. The position peaked at $1.65M in Q1 2025. 801 funds tracked by Wall St. Rank hold CMS as of Q4 2025.

NJ State Employees Deferred Compensation Plan reported no remaining CMS Energy position as of Q4 2025 after selling out during the quarter.
NJ State Employees Deferred Compensation Plan sold 22,000 CMS Energy shares in Q4 2025, an estimated $1.61M.
NJ State Employees Deferred Compensation Plan first reported a position in CMS Energy in Q1 2023 and held it in 11 quarters.
NJ State Employees Deferred Compensation Plan's CMS Energy position peaked at $1.65M in Q1 2025.
801 funds tracked by Wall St. Rank held CMS Energy as of Q4 2025.

Based on NJ State Employees Deferred Compensation Plan's 13F filing for Q4 2025.