SPIRIT OF AMERICA MANAGEMENT CORP/NY
Position in WEC — Wec Energy Group, Inc.
CIK 1041283
SYOSSET, NY
Position in WEC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,545,586
+$79,685 QoQ
Shares Held
21,800
+2.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#390
of 1,383 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $45,361,058 across 27 Utilities - Regulated Electric names. WEC ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
This page
|
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 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,545,586 | 21,800 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,465,901 | 21,300 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,082,835 | 19,750 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $2,062,620 | 18,000 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,844,340 | 17,700 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,901,701 | 17,450 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,617,488 | 17,200 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,611,015 | 16,750 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,314,205 | 16,750 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,375,510 | 16,750 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,409,847 | 16,750 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,349,212 | 16,750 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,319,188 | 14,950 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,104,303 | 11,650 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $946,976 | 10,100 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $849,585 | 9,500 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $825,248 | 8,200 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $818,442 | 8,200 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $795,974 | 8,200 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $723,240 | 8,200 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $729,390 | 8,200 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $767,438 | 8,200 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $754,646 | 8,200 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $794,580 | 8,200 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $718,730 | 8,200 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $722,666 | 8,200 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||