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Spirit of America Management Corp’s CMS Energy CMS Stock Holding History

Spirit of America Management Corp’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 		$1.82M Buy
23,750
+750
+3% +$56.2K 0.34% 85
2026
Q1 		$1.78M Buy
23,000
+1,300
+6% +$96.5K 0.35% 87
2025
Q4 		$1.52M Buy
21,700
+2,150
+11% +$156K 0.32% 88
2025
Q3 		$1.43M Buy
19,550
+3,200
+20% +$230K 0.29% 92
2025
Q2 		$1.13M Buy
16,350
+2,550
+18% +$182K 0.24% 114
2025
Q1 		$1.04M Buy
13,800
+500
+4% +$34.9K 0.21% 112
2024
Q4 		$886K Buy
13,300
+2,500
+23% +$172K 0.18% 124
2024
Q3 		$763K Buy
10,800
+350
+3% +$23K 0.15% 130
2024
Q2 		$622K Buy
10,450
+1,550
+17% +$93.8K 0.13% 138
2024
Q1 		$537K Buy
8,900
+800
+10% +$46.4K 0.11% 151
2023
Q4 		$470K Hold
8,100
– – 0.1% 158
2023
Q3 		$430K Buy
8,100
+3,300
+69% +$191K 0.1% 150
2023
Q2 		$282K Buy
4,800
+4,250
+773% +$256K 0.06% 180
2023
Q1 		$33.8K Buy
+550
New +$33.8K 0.01% 226

Other funds holding CMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Parnassus Investments
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
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

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

Spirit of America Management Corp increased its CMS Energy (CMS) stake by 3.3% in Q2 2026, buying an estimated $56.2K and bringing the position to 23,750 shares worth $1.82M. The position accounts for 0.34% of the portfolio, ranked #85.

Spirit of America Management Corp first reported a position in CMS in Q1 2023 and has held it in 14 quarters since. 432 funds tracked by Wall St. Rank hold CMS as of Q2 2026.

  • Spirit of America Management Corp held 23,750 shares of CMS Energy worth $1.82M as of Q2 2026.
  • Spirit of America Management Corp bought 750 CMS Energy shares in Q2 2026, an estimated $56.2K.
  • CMS Energy made up 0.34% of Spirit of America Management Corp's portfolio in Q2 2026, its #85 holding.
  • Spirit of America Management Corp first reported a position in CMS Energy in Q1 2023 and has held it in 14 quarters since.
  • 432 funds tracked by Wall St. Rank held CMS Energy as of Q2 2026.

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