Number of Shares
13,300.00
Current Holdings Value*
$941,510.00
% of Portfolio
3.07%
Total Estimate Gain
$45,398.00
% of Total Estimate Gain
5.19%

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

As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 13,300.00 shares of Xcel Energy Inc(XEL), totaling $941,510.00. This investment constitutes 3.07% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding Xcel Energy Inc(XEL) stock.

The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 6 purchases of XEL, at an average price of $65.76, for a total of 13,300.00 shares. Based on historical transaction data and XEL's current price of $69.17, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his XEL holdings is $45,398.00, reflecting a 5.19% gain to date.

SPIRIT OF AMERICA UTILITIES FUND XEL ($69.17) Holding Chart

SPIRIT OF AMERICA UTILITIES FUND XEL ($69.17) 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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