SPIRIT OF AMERICA UTILITIES FUND PEG Holdings History
Number of Shares
12,950.00
Current Holdings Value*
$1.07 Mil
% of Portfolio
3.47%
Total Estimate Gain
$214,762.75
% of Total Estimate Gain
25.13%
SPIRIT OF AMERICA UTILITIES FUND's Public Service Enterprise Group Inc Holding Summary
As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 12,950.00 shares of Public Service Enterprise Group Inc(PEG), totaling $1.07 Mil. This investment constitutes 3.47% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding Public Service Enterprise Group Inc(PEG) stock.
The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 5 purchases of PEG, at an average price of $66.00, for a total of 12,950.00 shares. Based on historical transaction data and PEG's current price of $82.59, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his PEG holdings is $214,762.75, reflecting a 25.13% gain to date.
SPIRIT OF AMERICA UTILITIES FUND PEG ($82.59) Holding Chart
SPIRIT OF AMERICA UTILITIES FUND PEG ($82.59) 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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