SPIRIT OF AMERICA MANAGEMENT CORP/NY

Position in SO — Southern Co

CIK 1041283 SYOSSET, NY

Position in SO

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

Position Value

$1,225,088

+$57,196 QoQ

Shares Held

12,800

+5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#933

of 2,360 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. SO ranks #17 (2.7% 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	$1,225,088	12,800	+5.8%	Shares	Sole	2026-07-14
2026-03-31	$1,167,892	12,100	+7.1%	Shares	Sole	2026-04-15
2025-12-31	$985,360	11,300	+31.4%	Shares	Sole	2026-01-15
2025-09-30	$815,022	8,600	+28.4%	Shares	Sole	2025-10-15
2025-06-30	$615,261	6,700	+13.6%	Shares	Sole	2025-07-29
2025-03-31	$542,505	5,900	+9.3%	Shares	Sole	2025-04-21
2024-12-31	$444,528	5,400	+56.5%	Shares	Sole	2025-01-27
2024-09-30	$311,121	3,450	+6.2%	Shares	Sole	2024-10-23
2024-06-30	$252,102	3,250	0.0%	Shares	Sole	2024-07-25
2024-03-31	$233,155	3,250	+14.0%	Shares	Sole	2024-04-17
2023-12-31	$199,842	2,850	0.0%	Shares	Sole	2024-01-22
2023-09-30	$184,452	2,850	+54.1%	Shares	Sole	2023-10-19
2023-06-30	$129,962	1,850	+8.8%	Shares	Sole	2023-07-24
2023-03-31	$118,286	1,700	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.