Number of Shares
11,850.00
Current Holdings Value*
$1.45 Mil
% of Portfolio
4.71%
Total Estimate Gain
$171,451.00
% of Total Estimate Gain
14.12%

SPIRIT OF AMERICA UTILITIES FUND's Duke Energy Corp Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 11,850.00 shares of Duke Energy Corp(DUK), totaling $1.45 Mil. This investment constitutes 4.71% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding Duke Energy Corp(DUK) stock.

The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 7 purchases of DUK, at an average price of $102.45, for a total of 11,850.00 shares. Based on historical transaction data and DUK's current price of $116.92, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his DUK holdings is $171,451.00, reflecting a 14.12% gain to date.

SPIRIT OF AMERICA UTILITIES FUND DUK ($116.92) Holding Chart

SPIRIT OF AMERICA UTILITIES FUND DUK ($116.92) 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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