SPIRIT OF AMERICA MANAGEMENT CORP/NY

Position in XEL — Xcel Energy Inc

CIK 1041283 SYOSSET, NY

Position in XEL

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

Position Value

$2,111,890

+$86,170 QoQ

Shares Held

26,300

+3.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#418

of 1,278 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. XEL ranks #8 (4.7% 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 This page	26,300	$2,111,890

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,111,890	26,300	+3.1%	Shares	Sole	2026-07-14
2026-03-31	$2,025,720	25,500	+9.0%	Shares	Sole	2026-04-15
2025-12-31	$1,728,324	23,400	+16.1%	Shares	Sole	2026-01-15
2025-09-30	$1,625,097	20,150	+19.2%	Shares	Sole	2025-10-15
2025-06-30	$1,150,890	16,900	+27.1%	Shares	Sole	2025-07-29
2025-03-31	$941,507	13,300	+19.3%	Shares	Sole	2025-04-21
2024-12-31	$752,848	11,150	+32.7%	Shares	Sole	2025-01-27
2024-09-30	$548,520	8,400	+14.3%	Shares	Sole	2024-10-23
2024-06-30	$392,563	7,350	+9.7%	Shares	Sole	2024-07-25
2024-03-31	$360,125	6,700	0.0%	Shares	Sole	2024-04-17
2023-12-31	$414,797	6,700	0.0%	Shares	Sole	2024-01-22
2023-09-30	$383,374	6,700	+8.1%	Shares	Sole	2023-10-19
2023-06-30	$385,454	6,200	+106.7%	Shares	Sole	2023-07-24
2023-03-31	$202,320	3,000	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.