Position in ETR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$4,111,988
+$117,590 QoQ
Shares Held
35,800
+0.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#387
of 1,319 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in ETR 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. ETR ranks #2 (9.1% 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/
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|
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 ETR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,111,988 | 35,800 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,994,398 | 35,550 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,207,320 | 34,700 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,870,251 | 30,800 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,115,404 | 25,450 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,983,367 | 23,200 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,531,564 | 20,200 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,191,070 | 9,050 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $829,250 | 7,750 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $819,020 | 7,750 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $738,687 | 7,300 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $675,250 | 7,300 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $598,825 | 6,150 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $247,802 | 2,300 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||