SPIRIT OF AMERICA MANAGEMENT CORP/NY CMS — CMS Energy Corp.

Ownership history in SPIRIT OF AMERICA MANAGEMENT CORP/NY  ·  14 quarters on record

AI Ownership Summary

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported CMS Energy Corp. (CMS) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.35% in 2026 Q1. The latest visible filing shows CMS at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPIRIT OF AMERICA MANAGEMENT CORP/NY's position in CMS Energy Corp., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CMS was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CMS stock page SPIRIT OF AMERICA MANAGEMENT CORP/NY fund profile SPIRIT OF AMERICA MANAGEMENT CORP/NY full holdings
How SPIRIT OF AMERICA MANAGEMENT CORP/NY held CMS — position size vs. price
% of Fund (quarterly)    CMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 23,750 +750 +3.3% 0.34% $1.8M 2026-07-14 $74.48
2026 Q1 ADDED — — — 23,000 +1,300 +6.0% 0.35% $1.8M 2026-04-15 $76.27
2025 Q4 ADDED — — — 21,700 +2,150 +11.0% 0.32% $1.5M 2026-01-15 $69.64
2025 Q3 ADDED — — — 19,550 +3,200 +19.6% 0.29% $1.4M 2025-10-15 $73.03
2025 Q2 ADDED — — — 16,350 +2,550 +18.5% 0.24% $1.1M 2025-07-29 $69.57
2025 Q1 ADDED — — — 13,800 +500 +3.8% 0.21% $1.0M 2025-04-21 $68.89
2024 Q4 ADDED — — — 13,300 +2,500 +23.1% 0.18% $886K 2025-01-27 $63.70
2024 Q3 ADDED — — — 10,800 +350 +3.3% 0.15% $763K 2024-10-23 $67.83
2024 Q2 ADDED — — — 10,450 +1,550 +17.4% 0.13% $622K 2024-07-25 $59.01
2024 Q1 ADDED — — — 8,900 +800 +9.9% 0.11% $537K 2024-04-17 $53.93
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CMS

As of 2026 Q2 — sorted by position size

Longboard Asset Management, LP 3.82% Partners Group Holding AG 3Y 7Y 2.52% REAVES W H & CO INC 3Y 7Y 2.22% CIDEL ASSET MANAGEMENT INC 3Y 7Y 1.49% Avalon Trust Co 3Y 1.38% MATTERN CAPITAL MANAGEMENT, LLC 3Y 1.35% iA Global Asset Management Inc. 1.3% RWC Asset Management LLP 3Y 7Y 1.25% MILLER HOWARD INVESTMENTS INC /NY 3Y 7Y 1.16% Nicholson Wealth Management Group, LLC 1.14%

FAQ About SPIRIT OF AMERICA MANAGEMENT CORP/NY and CMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPIRIT OF AMERICA MANAGEMENT CORP/NY reported owning CMS?

SPIRIT OF AMERICA MANAGEMENT CORP/NY reported CMS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CMS position in SPIRIT OF AMERICA MANAGEMENT CORP/NY's portfolio?

The largest reported portfolio weight for CMS was 0.35% in 2026 Q1.

What is the latest reported CMS position on this page?

The most recent filing on this page is 2026 Q2, when SPIRIT OF AMERICA MANAGEMENT CORP/NY reported 23,750 shares, equal to 0.34% of portfolio, with an estimated market value of $1.8M.

What does the chart on this CMS ownership page compare?

The chart compares SPIRIT OF AMERICA MANAGEMENT CORP/NY's quarterly CMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SPIRIT OF AMERICA MANAGEMENT CORP/NY time their CMS position?

Based on 13F filing dates vs. subsequent CMS price moves, SPIRIT OF AMERICA MANAGEMENT CORP/NY correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on CMS relative to SPY over the holding period was -10.2%.

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