Position in NI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,833,052
+$92,634 QoQ
Shares Held
38,550
+3.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#332
of 906 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in NI Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $5,613,957 across 7 Utilities - Regulated Gas names. NI ranks #1 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NI |
Nisource Inc.
This page
|
38,550 | $1,833,052 | |
| 2 | ATO |
Atmos Energy Corp
|
6,950 | $1,197,276 | |
| 3 | CPK |
Chesapeake Utilities Corp
|
5,550 | $679,764 | |
| 4 | NJR |
New Jersey Resources Corp
|
11,650 | $652,866 | |
| 5 | NWN |
Northwest Natural Holding Co
|
12,950 | $635,327 | |
| 6 | SWX |
Southwest Gas Holdings, Inc.
|
5,400 | $478,872 | |
| 7 | SPH |
Suburban Propane Partners LP
|
8,000 | $136,800 |
All Filings in NI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,833,052 | 38,550 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,740,418 | 37,300 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,482,480 | 35,500 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,407,250 | 32,500 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,153,724 | 28,600 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,016,281 | 25,350 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $873,050 | 23,750 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $753,637 | 21,750 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $605,010 | 21,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $525,540 | 19,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $451,350 | 17,000 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $407,220 | 16,500 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $243,415 | 8,900 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $69,900 | 2,500 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||