Number of Shares
24,900.00
Current Holdings Value*
$1.77 Mil
% of Portfolio
5.75%
Total Estimate Gain
$-27,414.50
% of Total Estimate Gain
-1.54%

SPIRIT OF AMERICA UTILITIES FUND's NextEra Energy Inc Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 24,900.00 shares of NextEra Energy Inc(NEE), totaling $1.77 Mil. This investment constitutes 5.75% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding NextEra Energy Inc(NEE) stock.

The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 7 purchases of NEE, at an average price of $71.70, for a total of 24,900.00 shares. Based on historical transaction data and NEE's current price of $70.60, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his NEE holdings is $-27,414.50, reflecting a -1.54% gain to date.

SPIRIT OF AMERICA UTILITIES FUND NEE ($70.60) Holding Chart

SPIRIT OF AMERICA UTILITIES FUND NEE ($70.60) 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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