Number of Shares
11,200.00
Current Holdings Value*
$1.22 Mil
% of Portfolio
3.98%
Total Estimate Gain
$148,928.00
% of Total Estimate Gain
15.07%

SPIRIT OF AMERICA UTILITIES FUND's American Electric Power Co Inc Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 11,200.00 shares of American Electric Power Co Inc(AEP), totaling $1.22 Mil. This investment constitutes 3.98% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding American Electric Power Co Inc(AEP) stock.

The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 4 purchases of AEP, at an average price of $88.25, for a total of 11,200.00 shares. Based on historical transaction data and AEP's current price of $101.55, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his AEP holdings is $148,928.00, reflecting a 15.07% gain to date.

SPIRIT OF AMERICA UTILITIES FUND AEP ($101.55) Holding Chart

SPIRIT OF AMERICA UTILITIES FUND AEP ($101.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1