SPIRIT OF AMERICA MANAGEMENT CORP/NY

Position in EXC — Exelon Corp

CIK 1041283 SYOSSET, NY

Position in EXC

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

Position Value

$1,512,819

-$21,507 QoQ

Shares Held

32,450

+3.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#435

of 1,279 holders

Holding Since

Mar 2023

14 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. EXC ranks #14 (3.3% 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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,512,819	32,450	+3.7%	Shares	Sole	2026-07-14
2026-03-31	$1,534,326	31,300	+5.9%	Shares	Sole	2026-04-15
2025-12-31	$1,288,084	29,550	+15.4%	Shares	Sole	2026-01-15
2025-09-30	$1,152,256	25,600	+26.7%	Shares	Sole	2025-10-15
2025-06-30	$877,084	20,200	+11.0%	Shares	Sole	2025-07-29
2025-03-31	$838,656	18,200	+2.8%	Shares	Sole	2025-04-21
2024-12-31	$666,228	17,700	+29.2%	Shares	Sole	2025-01-27
2024-09-30	$555,535	13,700	+7.9%	Shares	Sole	2024-10-23
2024-06-30	$439,547	12,700	+3.3%	Shares	Sole	2024-07-25
2024-03-31	$462,111	12,300	0.0%	Shares	Sole	2024-04-17
2023-12-31	$441,570	12,300	+3.4%	Shares	Sole	2024-01-22
2023-09-30	$449,701	11,900	+38.4%	Shares	Sole	2023-10-19
2023-06-30	$350,364	8,600	+77.3%	Shares	Sole	2023-07-24
2023-03-31	$203,166	4,850	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.