SPIRIT OF AMERICA MANAGEMENT CORP/NY

Position in DUK — Duke Energy CORP

CIK 1041283 SYOSSET, NY

Position in DUK

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

Position Value

$3,025,262

-$38,734 QoQ

Shares Held

23,900

+2.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#667

of 2,446 holders

Holding Since

Jun 2020

25 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. DUK ranks #4 (6.7% 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 This page	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

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,025,262	23,900	+2.1%	Shares	Sole	2026-07-14
2026-03-31	$3,063,996	23,400	+6.1%	Shares	Sole	2026-04-15
2025-12-31	$2,584,479	22,050	+11.9%	Shares	Sole	2026-01-15
2025-09-30	$2,437,874	19,700	+15.5%	Shares	Sole	2025-10-15
2025-06-30	$2,011,900	17,050	+9.3%	Shares	Sole	2025-07-29
2025-03-31	$1,902,731	15,600	+3.0%	Shares	Sole	2025-04-21
2024-12-31	$1,632,261	15,150	+26.2%	Shares	Sole	2025-01-27
2024-09-30	$1,383,600	12,000	+0.4%	Shares	Sole	2024-10-23
2024-06-30	$1,197,748	11,950	-2.4%	Shares	Sole	2024-07-25
2024-03-31	$1,184,697	12,250	+1.2%	Shares	Sole	2024-04-17
2023-12-31	$1,174,184	12,100	-11.0%	Shares	Sole	2024-01-22
2023-09-30	$1,200,336	13,600	-1.1%	Shares	Sole	2023-10-19
2023-06-30	$1,233,925	13,750	+32.9%	Shares	Sole	2023-07-24
2023-03-31	$998,464	10,350	+15.0%	Shares	Sole	2023-04-11
2022-12-31	$926,910	9,000	-18.2%	Shares	Sole	2023-01-18
2022-09-30	$1,023,220	11,000	+10.6%	Shares	Sole	2022-10-19
2022-06-30	$1,066,739	9,950	-31.1%	Shares	Sole	2022-07-19
2022-03-31	$1,613,487	14,450	-8.3%	Shares	Sole	2022-04-19
2021-12-31	$1,652,175	15,750	0.0%	Shares	Sole	2022-01-19
2021-09-30	$1,537,042	15,750	0.0%	Shares	Sole	2021-10-15
2021-06-30	$1,554,840	15,750	+6.4%	Shares	Sole	2021-07-20
2021-03-31	$1,428,644	14,800	0.0%	Shares	Sole	2021-04-15
2020-12-31	$1,355,088	14,800	+3.5%	Shares	Sole	2021-01-19
2020-09-30	$1,266,408	14,300	+7.5%	Shares	Sole	2020-10-13
2020-06-30	$1,062,537	13,300	—	Shares	Sole	2020-07-10
No filing history on record for this holder in this stock.