Spirit of America Management Corp’s Constellation Energy CEG Stock Holding History

Spirit of America Management Corp’s Portfolio CEG Stock Details CEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.43M	Buy	21,850 +200	+0.9%	+$56.3K	1.02%	23
2026 Q1	$6.05M	Buy	21,650 +750	+4%	+$228K	1.19%	19
2025 Q4	$7.38M	Buy	20,900 +2,050	+11%	+$745K	1.57%	9
2025 Q3	$6.2M	Buy	18,850 +4,800	+34%	+$1.55M	1.24%	20
2025 Q2	$4.53M	Buy	14,050 +1,200	+9%	+$318K	0.95%	30
2025 Q1	$2.59M	Buy	12,850 +3,550	+38%	+$952K	0.52%	52
2024 Q4	$2.08M	Buy	9,300 +1,700	+22%	+$424K	0.42%	60
2024 Q3	$1.98M	Buy	7,600 +1,750	+30%	+$348K	0.39%	65
2024 Q2	$1.17M	Buy	5,850 +1,800	+44%	+$367K	0.24%	93
2024 Q1	$749K	Buy	4,050 +150	+4%	+$21.3K	0.15%	123
2023 Q4	$456K	Hold	3,900	–	–	0.1%	164
2023 Q3	$425K	Hold	3,900	–	–	0.1%	151
2023 Q2	$357K	Buy	3,900 +2,400	+160%	+$199K	0.08%	164
2023 Q1	$118K	Buy	+1,500	New	+$121K	0.03%	205

Other funds holding CEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Spirit of America Management Corp's CEG Position: Q2 2026 in Review

Spirit of America Management Corp increased its Constellation Energy (CEG) stake by 0.92% in Q2 2026, buying an estimated $56.3K and bringing the position to 21,850 shares worth $5.43M. The position accounts for 1.02% of the portfolio, ranked #23.

Spirit of America Management Corp first reported a position in CEG in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.38M in Q4 2025. 1,228 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

Spirit of America Management Corp held 21,850 shares of Constellation Energy worth $5.43M as of Q2 2026.
Spirit of America Management Corp bought 200 Constellation Energy shares in Q2 2026, an estimated $56.3K.
Constellation Energy made up 1.02% of Spirit of America Management Corp's portfolio in Q2 2026, its #23 holding.
Spirit of America Management Corp first reported a position in Constellation Energy in Q1 2023 and has held it in 14 quarters since.
Spirit of America Management Corp's Constellation Energy position peaked at $7.38M in Q4 2025.
1,228 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.