Number of Shares
10,400.00
Current Holdings Value*
$1.44 Mil
% of Portfolio
4.68%
Total Estimate Gain
$218,401.00
% of Total Estimate Gain
18.55%

SPIRIT OF AMERICA UTILITIES FUND's DTE Energy Co Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 10,400.00 shares of DTE Energy Co(DTE), totaling $1.44 Mil. This investment constitutes 4.68% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0.01% of the outstanding DTE Energy Co(DTE) stock.

The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 7 purchases of DTE, at an average price of $113.23, for a total of 10,400.00 shares. Based on historical transaction data and DTE's current price of $134.23, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his DTE holdings is $218,401.00, reflecting a 18.55% gain to date.

SPIRIT OF AMERICA UTILITIES FUND DTE ($134.23) Holding Chart

SPIRIT OF AMERICA UTILITIES FUND DTE ($134.23) 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