Spirit of America Management Corp’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $506K | Hold |
34,500
| – | – | 0.1% | 183 |
|
|
2026
Q1 | $486K | Hold |
34,500
| – | – | 0.1% | 178 |
|
|
2025
Q4 | $495K | Hold |
34,500
| – | – | 0.1% | 178 |
|
|
2025
Q3 | $454K | Hold |
34,500
| – | – | 0.09% | 194 |
|
|
2025
Q2 | $363K | Hold |
34,500
| – | – | 0.08% | 213 |
|
|
2025
Q1 | $428K | Sell |
34,500
-4,000
| -10% | -$46.3K | 0.09% | 186 |
|
|
2024
Q4 | $495K | Buy |
38,500
+9,500
| +33% | +$142K | 0.1% | 177 |
|
|
2024
Q3 | $582K | Buy |
29,000
+2,000
| +7% | +$35.4K | 0.12% | 162 |
|
|
2024
Q2 | $474K | Hold |
27,000
| – | – | 0.1% | 172 |
|
|
2024
Q1 | $484K | Buy |
27,000
+500
| +2% | +$8.36K | 0.1% | 163 |
|
|
2023
Q4 | $510K | Hold |
26,500
| – | – | 0.11% | 152 |
|
|
2023
Q3 | $403K | Buy |
26,500
+500
| +2% | +$9.52K | 0.09% | 156 |
|
|
2023
Q2 | $539K | Buy |
26,000
+12,500
| +93% | +$275K | 0.12% | 133 |
|
|
2023
Q1 | $325K | Buy |
13,500
+6,500
| +93% | +$165K | 0.07% | 162 |
|
|
2022
Q4 | $201K | Buy |
7,000
+3,000
| +75% | +$80.9K | 0.05% | 183 |
|
|
2022
Q3 | $90K | Hold |
4,000
| – | – | 0.02% | 224 |
|
|
2022
Q2 | $84K | Hold |
4,000
| – | – | 0.02% | 223 |
|
|
2022
Q1 | $103K | Hold |
4,000
| – | – | 0.02% | 222 |
|
|
2021
Q4 | $97K | Hold |
4,000
| – | – | 0.02% | 220 |
|
|
2021
Q3 | $91K | Hold |
4,000
| – | – | 0.02% | 225 |
|
|
2021
Q2 | $104K | Hold |
4,000
| – | – | 0.02% | 219 |
|
|
2021
Q1 | $107K | Hold |
4,000
| – | – | 0.03% | 207 |
|
|
2020
Q4 | $94K | Hold |
4,000
| – | – | 0.02% | 206 |
|
|
2020
Q3 | $72K | Hold |
4,000
| – | – | 0.02% | 208 |
|
|
2020
Q2 | $58K | Hold |
4,000
| – | – | 0.01% | 207 |
|
|
2020
Q1 | $54K | Sell |
4,000
-4,000
| -50% | -$71.7K | 0.02% | 211 |
|
|
2019
Q4 | $159K | Hold |
8,000
| – | – | 0.03% | 203 |
|
|
2019
Q3 | $131K | Hold |
8,000
| – | – | 0.02% | 220 |
|
|
2019
Q2 | $134K | Hold |
8,000
| – | – | 0.02% | 222 |
|
|
2019
Q1 | $145K | Hold |
8,000
| – | – | 0.02% | 218 |
|
|
2018
Q4 | $116K | Hold |
8,000
| – | – | 0.02% | 226 |
|
|
2018
Q3 | $112K | Hold |
8,000
| – | – | 0.01% | 236 |
|
|
2018
Q2 | $107K | Hold |
8,000
| – | – | 0.01% | 249 |
|
|
2018
Q1 | $91K | Hold |
8,000
| – | – | 0.01% | 254 |
|
|
2017
Q4 | $87K | Hold |
8,000
| – | – | 0.01% | 255 |
|
|
2017
Q3 | $88K | Hold |
8,000
| – | – | 0.01% | 336 |
|
|
2017
Q2 | $89K | Buy |
+8,000
| New | +$91.9K | 0.01% | 330 |
|
Other funds holding AES
AAM
EIP
WG
DLA
Spirit of America Management Corp's AES Position: Q2 2026 in Review
Spirit of America Management Corp held its AES (AES) position steady in Q2 2026 at 34,500 shares worth $506K. The position accounts for 0.1% of the portfolio, ranked #183.
Spirit of America Management Corp first reported a position in AES in Q2 2017 and has held it in 37 quarters since. The position peaked at $582K in Q3 2024. 373 funds tracked by Wall St. Rank hold AES as of Q2 2026.
- Spirit of America Management Corp held 34,500 shares of AES worth $506K as of Q2 2026.
- Spirit of America Management Corp left its AES share count unchanged in Q2 2026.
- AES made up 0.1% of Spirit of America Management Corp's portfolio in Q2 2026, its #183 holding.
- Spirit of America Management Corp first reported a position in AES in Q2 2017 and has held it in 37 quarters since.
- Spirit of America Management Corp's AES position peaked at $582K in Q3 2024.
- 373 funds tracked by Wall St. Rank held AES as of Q2 2026.
Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.