SPIRIT OF AMERICA MANAGEMENT CORP/NY

Position in CMS — Cms Energy Corp

CIK 1041283 SYOSSET, NY

Position in CMS

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,816,875

+$32,535 QoQ

Shares Held

23,750

+3.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#292

of 814 holders

Holding Since

Mar 2023

14 quarters on record

Utilities · as of Jun 30, 2026

SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $45,361,058 across 27 Utilities - Regulated Electric names. CMS ranks #10 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	62,225	$5,461,487
2	ETR	Entergy Corp /De/	35,800	$4,111,988
3	PPL	PPL Corp	87,950	$3,196,982
4	DUK	Duke Energy CORP	23,900	$3,025,262
5	WEC	Wec Energy Group, Inc.	21,800	$2,545,586
6	AEP	American Electric Power Co Inc	17,950	$2,455,739
7	DTE	Dte Energy Co	16,100	$2,453,157
8	XEL	Xcel Energy Inc	26,300	$2,111,890

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,816,875	23,750	+3.3%	Shares	Sole	2026-07-14
2026-03-31	$1,784,340	23,000	+6.0%	Shares	Sole	2026-04-15
2025-12-31	$1,517,481	21,700	+11.0%	Shares	Sole	2026-01-15
2025-09-30	$1,432,233	19,550	+19.6%	Shares	Sole	2025-10-15
2025-06-30	$1,132,728	16,350	+18.5%	Shares	Sole	2025-07-29
2025-03-31	$1,036,518	13,800	+3.8%	Shares	Sole	2025-04-21
2024-12-31	$886,445	13,300	+23.1%	Shares	Sole	2025-01-27
2024-09-30	$762,804	10,800	+3.3%	Shares	Sole	2024-10-23
2024-06-30	$622,088	10,450	+17.4%	Shares	Sole	2024-07-25
2024-03-31	$537,026	8,900	+9.9%	Shares	Sole	2024-04-17
2023-12-31	$470,367	8,100	0.0%	Shares	Sole	2024-01-22
2023-09-30	$430,191	8,100	+68.8%	Shares	Sole	2023-10-19
2023-06-30	$282,000	4,800	+772.7%	Shares	Sole	2023-07-24
2023-03-31	$33,759	550	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.