SPIRIT OF AMERICA UTILITIES FUND EVRG Holdings History
Number of Shares
8,650.00
Current Holdings Value*
$596,420.00
% of Portfolio
1.94%
Total Estimate Gain
$84,807.50
% of Total Estimate Gain
16.72%
SPIRIT OF AMERICA UTILITIES FUND's Evergy Inc Holding Summary
As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 8,650.00 shares of Evergy Inc(EVRG), totaling $596,420.00. This investment constitutes 1.94% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding Evergy Inc(EVRG) stock.
The initial trade took place in 2023Q2. And since then SPIRIT OF AMERICA UTILITIES FUND has made 7 purchases of EVRG, at an average price of $58.66, for a total of 8,650.00 shares. Based on historical transaction data and EVRG's current price of $68.46, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his EVRG holdings is $84,807.50, reflecting a 16.72% gain to date.
SPIRIT OF AMERICA UTILITIES FUND EVRG ($68.46) Holding Chart
SPIRIT OF AMERICA UTILITIES FUND EVRG ($68.46) 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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