SPIRIT OF AMERICA MANAGEMENT CORP/NY

Position in SWX — Southwest Gas Holdings, Inc.

CIK 1041283 SYOSSET, NY

Position in SWX

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

Position Value

$478,872

+$61,752 QoQ

Shares Held

5,400

+12.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#232

of 409 holders

Holding Since

Mar 2023

14 quarters on record

Utilities · as of Jun 30, 2026

SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $5,613,957 across 7 Utilities - Regulated Gas names. SWX ranks #6 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NI	Nisource Inc.	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. This page	5,400	$478,872
7	SPH	Suburban Propane Partners LP	8,000	$136,800

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$478,872	5,400	+12.5%	Shares	Sole	2026-07-14
2026-03-31	$417,120	4,800	+14.3%	Shares	Sole	2026-04-15
2025-12-31	$336,084	4,200	+21.7%	Shares	Sole	2026-01-15
2025-09-30	$270,273	3,450	0.0%	Shares	Sole	2025-10-15
2025-06-30	$256,645	3,450	+9.5%	Shares	Sole	2025-07-29
2025-03-31	$226,170	3,150	0.0%	Shares	Sole	2025-04-21
2024-12-31	$222,736	3,150	+18.9%	Shares	Sole	2025-01-27
2024-09-30	$195,464	2,650	+10.4%	Shares	Sole	2024-10-23
2024-06-30	$168,912	2,400	0.0%	Shares	Sole	2024-07-25
2024-03-31	$182,712	2,400	+11.6%	Shares	Sole	2024-04-17
2023-12-31	$136,202	2,150	0.0%	Shares	Sole	2024-01-22
2023-09-30	$129,881	2,150	0.0%	Shares	Sole	2023-10-19
2023-06-30	$136,847	2,150	+330.0%	Shares	Sole	2023-07-24
2023-03-31	$31,225	500	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.