NEW MEXICO EDUCATIONAL RETIREMENT BOARD

Pension

Position in CMS — Cms Energy Corp

CIK 862469 SANTA FE, NM

Position in CMS

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,171,215

+$99,836 QoQ

Shares Held

15,310

+10.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#342

of 814 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

NEW MEXICO EDUCATIONAL RETIREMENT BOARD holds $61,117,230 across 28 Utilities - Regulated Electric names. CMS ranks #23 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	103,632	$9,095,780
2	SO	Southern Co	54,787	$5,243,663
3	DUK	Duke Energy CORP	38,760	$4,906,240
4	AEP	American Electric Power Co Inc	26,938	$3,685,387
5	D	Dominion Energy, Inc	42,373	$2,893,652
6	ETR	Entergy Corp /De/	22,498	$2,584,120
7	EXC	Exelon Corp	50,959	$2,375,708
8	XEL	Xcel Energy Inc	29,478	$2,367,083

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,171,215	15,310	+10.9%	Shares	Sole	2026-07-29
2026-03-31	$1,071,379	13,810	0.0%	Shares	Sole	2026-05-04
2025-12-31	$965,733	13,810	+2.2%	Shares	Sole	2026-02-10
2025-09-30	$989,742	13,510	-3.6%	Shares	Sole	2025-12-15
2025-06-30	$970,612	14,010	0.0%	Shares	Sole	2025-07-30
2025-03-31	$1,052,291	14,010	-1.4%	Shares	Sole	2025-04-30
2024-12-31	$947,096	14,210	-2.7%	Shares	Sole	2025-01-30
2024-09-30	$1,031,904	14,610	-0.7%	Shares	Sole	2024-11-13
2024-06-30	$875,686	14,710	0.0%	Shares	Sole	2024-08-06
2024-03-31	$887,601	14,710	-3.3%	Shares	Sole	2024-04-23
2023-12-31	$883,244	15,210	0.0%	Shares	Sole	2024-01-22
2023-09-30	$807,803	15,210	+7.8%	Shares	Sole	2023-11-01
2023-06-30	$828,962	14,110	+5.2%	Shares	Sole	2023-07-17
2023-03-31	$823,105	13,410	-2.9%	Shares	Sole	2023-05-03
2022-12-31	$874,587	13,810	-6.8%	Shares	Sole	2023-02-01
2022-09-30	$862,534	14,810	-8.1%	Shares	Sole	2022-10-18
2022-06-30	$1,087,425	16,110	-4.2%	Shares	Sole	2022-07-21
2022-03-31	$1,175,691	16,810	-5.1%	Shares	Sole	2022-04-01
2021-12-31	$1,152,035	17,710	-6.3%	Shares	Sole	2022-01-19
2021-09-30	$1,129,494	18,910	-2.1%	Shares	Sole	2021-10-19
2021-06-30	$1,140,834	19,310	+7.2%	Shares	Sole	2021-07-13
2021-03-31	$1,102,572	18,010	0.0%	Shares	Sole	2021-04-26
2020-12-31	$1,098,790	18,010	-1.6%	Shares	Sole	2021-02-02
2020-09-30	$1,124,417	18,310	-4.2%	Shares	Sole	2020-10-28
2020-06-30	$1,116,406	19,110	+7.3%	Shares	Sole	2020-08-06
2020-03-31	$1,046,337	17,810	—	Shares	Sole	2020-06-11
No filing history on record for this holder in this stock.