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Spirit of America Management Corp’s Eversource Energy ES Stock Holding History

Spirit of America Management Corp’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Hold
20,050
– – 0.27% 96
2026
Q1 		$1.39M Hold
20,050
– – 0.27% 102
2025
Q4 		$1.35M Hold
20,050
– – 0.29% 98
2025
Q3 		$1.43M Buy
20,050
+950
+5% +$62.3K 0.29% 94
2025
Q2 		$1.22M Buy
19,100
+1,150
+6% +$70.9K 0.25% 98
2025
Q1 		$1.11M Buy
17,950
+2,100
+13% +$125K 0.23% 101
2024
Q4 		$910K Buy
15,850
+3,900
+33% +$243K 0.18% 121
2024
Q3 		$813K Buy
11,950
+2,300
+24% +$149K 0.16% 126
2024
Q2 		$547K Buy
9,650
+1,350
+16% +$80K 0.11% 155
2024
Q1 		$496K Buy
8,300
+250
+3% +$14.4K 0.1% 158
2023
Q4 		$497K Hold
8,050
– – 0.11% 155
2023
Q3 		$468K Buy
8,050
+1,700
+27% +$113K 0.11% 141
2023
Q2 		$450K Buy
6,350
+4,450
+234% +$331K 0.1% 148
2023
Q1 		$149K Buy
+1,900
New +$150K 0.03% 197
2022
Q4 		– Sell
-1,950
Closed -$152K – 228
2022
Q3 		$152K Hold
1,950
– – 0.04% 201
2022
Q2 		$165K Hold
1,950
– – 0.04% 202
2022
Q1 		$172K Sell
1,950
-500
-20% -$42.8K 0.03% 209
2021
Q4 		$223K Hold
2,450
– – 0.04% 199
2021
Q3 		$200K Hold
2,450
– – 0.04% 205
2021
Q2 		$197K Hold
2,450
– – 0.04% 199
2021
Q1 		$213K Hold
2,450
– – 0.05% 186
2020
Q4 		$212K Hold
2,450
– – 0.05% 185
2020
Q3 		$205K Hold
2,450
– – 0.06% 179
2020
Q2 		$204K Buy
2,450
+650
+36% +$53.8K 0.05% 180
2020
Q1 		$141K Buy
+1,800
New +$158K 0.05% 192

Other funds holding ES

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Spirit of America Management Corp held its Eversource Energy (ES) position steady in Q2 2026 at 20,050 shares worth $1.45M. The position accounts for 0.27% of the portfolio, ranked #96.

Spirit of America Management Corp first reported a position in ES in Q1 2020 and has held it in 25 quarters since. 643 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Spirit of America Management Corp held 20,050 shares of Eversource Energy worth $1.45M as of Q2 2026.
  • Spirit of America Management Corp left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.27% of Spirit of America Management Corp's portfolio in Q2 2026, its #96 holding.
  • Spirit of America Management Corp first reported a position in Eversource Energy in Q1 2020 and has held it in 25 quarters since.
  • 643 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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