SPIRIT OF AMERICA UTILITIES FUND AEP Holdings History
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 % |
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