SPIRIT OF AMERICA MANAGEMENT CORP/NY

Position in EVRG — Evergy, Inc.

CIK 1041283 SYOSSET, NY

Position in EVRG

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

Position Value

$1,564,383

+$110,303 QoQ

Shares Held

18,100

+2.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#337

of 935 holders

Holding Since

Jun 2023

13 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. EVRG ranks #13 (3.4% 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	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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,564,383	18,100	+2.0%	Shares	Sole	2026-07-14
2026-03-31	$1,454,080	17,750	+6.0%	Shares	Sole	2026-04-15
2025-12-31	$1,214,207	16,750	+21.4%	Shares	Sole	2026-01-15
2025-09-30	$1,049,076	13,800	+29.6%	Shares	Sole	2025-10-15
2025-06-30	$734,104	10,650	+23.1%	Shares	Sole	2025-07-29
2025-03-31	$596,417	8,650	+6.8%	Shares	Sole	2025-04-21
2024-12-31	$498,555	8,100	+63.6%	Shares	Sole	2025-01-27
2024-09-30	$306,949	4,950	+70.7%	Shares	Sole	2024-10-23
2024-06-30	$153,613	2,900	+56.8%	Shares	Sole	2024-07-25
2024-03-31	$98,753	1,850	+42.3%	Shares	Sole	2024-04-17
2023-12-31	$67,860	1,300	0.0%	Shares	Sole	2024-01-22
2023-09-30	$65,910	1,300	+62.5%	Shares	Sole	2023-10-19
2023-06-30	$46,736	800	—	Shares	Sole	2023-07-24
No filing history on record for this holder in this stock.