Position in SRE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,900,555
-$23,411 QoQ
Shares Held
20,500
+3.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#440
of 1,283 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in SRE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $2,406,325 across 2 Utilities - Diversified names. SRE ranks #1 (79.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
This page
|
20,500 | $1,900,555 | |
| 2 | AES |
Aes Corp
|
34,500 | $505,770 |
All Filings in SRE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,900,555 | 20,500 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,923,966 | 19,800 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,637,779 | 18,550 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,574,650 | 17,500 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,299,455 | 17,150 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,163,168 | 16,300 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,223,694 | 13,950 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,007,741 | 12,050 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $817,645 | 10,750 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $736,257 | 10,250 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $751,036 | 10,050 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $683,701 | 10,050 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $531,403 | 3,650 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $241,856 | 1,600 | Shares | Sole | 2023-04-11 | |
| No filing history on record for this holder in this stock. | ||||||