Position in ES
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,449,013
+$59,949 QoQ
Shares Held
20,050
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#382
of 1,109 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in ES 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. ES ranks #15 (3.2% 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
|
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 ES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,449,013 | 20,050 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,389,064 | 20,050 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,349,966 | 20,050 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,426,357 | 20,050 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,215,142 | 19,100 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,114,874 | 17,950 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $910,265 | 15,850 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $813,197 | 11,950 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $547,251 | 9,650 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $496,091 | 8,300 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $496,846 | 8,050 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $468,107 | 8,050 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $450,342 | 6,350 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $148,694 | 1,900 | Shares | Sole | 2023-04-11 | |
| 2022-09-30 | $152,022 | 1,950 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $164,716 | 1,950 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $171,970 | 1,950 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $222,901 | 2,450 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $200,312 | 2,450 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $196,588 | 2,450 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $212,145 | 2,450 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $211,949 | 2,450 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $204,697 | 2,450 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $204,011 | 2,450 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $140,777 | 1,800 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||