Position in HESM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$3,321,471
-$559,193 QoQ
Shares Held
88,337
-11.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1
of 22 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in HESM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $74,618,552 across 21 Oil & Gas Midstream names. HESM ranks #12 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMB |
Williams Companies, Inc.
|
138,332 | $10,283,600 | |
| 2 | TRGP |
Targa Resources Corp.
|
34,033 | $9,125,608 | |
| 3 | KMI |
Kinder Morgan, Inc.
|
227,994 | $7,288,967 | |
| 4 | LNG |
Cheniere Energy, Inc.
|
30,450 | $7,277,854 | |
| 5 | ENB |
Enbridge Inc
|
119,777 | $6,493,111 | |
| 6 | EPD |
Enterprise Products Partners L.P.
|
121,386 | $4,462,149 | |
| 7 | ET |
Energy Transfer LP
|
229,200 | $4,382,304 | |
| 8 | OKE |
Oneok Inc /New/
|
49,472 | $4,301,095 |
All Filings in HESM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,321,471 | 88,337 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $3,880,664 | 99,837 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,927,376 | 113,837 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $4,762,268 | 137,837 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,423,632 | 140,837 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $6,505,766 | 153,837 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,696,584 | 153,837 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $6,466,295 | 183,337 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $6,680,800 | 183,337 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,949,135 | 192,337 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,396,264 | 233,837 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $6,840,801 | 234,837 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $7,204,799 | 234,837 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $6,796,182 | 234,837 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $7,026,323 | 234,837 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $5,993,040 | 234,837 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $6,575,436 | 234,837 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $7,015,110 | 233,837 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $6,018,836 | 217,837 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,145,181 | 217,837 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $5,500,384 | 217,837 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $4,883,905 | 217,837 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $4,263,070 | 217,837 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,289,338 | 217,837 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $3,911,997 | 213,537 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $2,372,735 | 233,537 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||