SPIRIT OF AMERICA UTILITIES FUND ES Holdings History
Number of Shares
17,950.00
Current Holdings Value*
$1.11 Mil
% of Portfolio
3.63%
Total Estimate Gain
$-56,677.25
% of Total Estimate Gain
-4.76%
SPIRIT OF AMERICA UTILITIES FUND's Eversource Energy Holding Summary
As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 17,950.00 shares of Eversource Energy(ES), totaling $1.11 Mil. This investment constitutes 3.63% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding Eversource Energy(ES) stock.
The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 7 purchases of ES, at an average price of $66.33, for a total of 17,950.00 shares. Based on historical transaction data and ES's current price of $63.18, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his ES holdings is $-56,677.25, reflecting a -4.76% gain to date.
SPIRIT OF AMERICA UTILITIES FUND ES ($63.18) Holding Chart
SPIRIT OF AMERICA UTILITIES FUND ES ($63.18) 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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