SPIRIT OF AMERICA UTILITIES FUND NWE Holdings History
Number of Shares
4,300.00
Current Holdings Value*
$248,840.00
% of Portfolio
0.81%
Total Estimate Gain
$-9,818.00
% of Total Estimate Gain
-4.17%
SPIRIT OF AMERICA UTILITIES FUND's NorthWestern Energy Group Inc Holding Summary
As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 4,300.00 shares of NorthWestern Energy Group Inc(NWE), totaling $248,840.00. This investment constitutes 0.81% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0.01% of the outstanding NorthWestern Energy Group Inc(NWE) stock.
The initial trade took place in 2023Q2. And since then SPIRIT OF AMERICA UTILITIES FUND has made 4 purchases of NWE, at an average price of $54.81, for a total of 4,300.00 shares. Based on historical transaction data and NWE's current price of $52.53, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his NWE holdings is $-9,818.00, reflecting a -4.17% gain to date.
SPIRIT OF AMERICA UTILITIES FUND NWE ($52.53) Holding Chart
SPIRIT OF AMERICA UTILITIES FUND NWE ($52.53) 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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