SPIRIT OF AMERICA MANAGEMENT CORP/NY
Position in AEP — American Electric Power Co Inc
CIK 1041283
SYOSSET, NY
Position in AEP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,455,739
+$135,623 QoQ
Shares Held
17,950
+1.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#581
of 1,972 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AEP Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $45,361,058 across 27 Utilities - Regulated Electric names. AEP ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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
This page
|
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 |
All Filings in AEP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,455,739 | 17,950 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,320,116 | 17,700 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,942,973 | 16,850 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,833,750 | 16,300 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,525,272 | 14,700 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,469,681 | 13,450 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,240,493 | 13,450 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,128,600 | 11,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $965,140 | 11,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $947,100 | 11,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $864,993 | 10,650 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $801,093 | 10,650 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $703,070 | 8,350 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $427,652 | 4,700 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $285,324 | 3,005 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $259,781 | 3,005 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $288,299 | 3,005 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $299,808 | 3,005 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $267,354 | 3,005 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $243,945 | 3,005 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $254,192 | 3,005 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $254,523 | 3,005 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $250,225 | 3,005 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $245,598 | 3,005 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $239,318 | 3,005 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $240,339 | 3,005 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||