Number of Shares
17,950.00
Current Holdings Value*
$1.11 Mil
% of Portfolio
3.63%
Total Estimate Gain
$-55,331.00
% of Total Estimate Gain
-4.65%

SPIRIT OF AMERICA UTILITIES FUND's Eversource Energy Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 17,950.00 shares of Eversource Energy(ES), totaling $1.11 Mil. This investment constitutes 3.63% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding Eversource Energy(ES) stock.

The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 7 purchases of ES, at an average price of $66.33, for a total of 17,950.00 shares. Based on historical transaction data and ES's current price of $63.25, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his ES holdings is $-55,331.00, reflecting a -4.65% gain to date.

SPIRIT OF AMERICA UTILITIES FUND ES ($63.25) Holding Chart

SPIRIT OF AMERICA UTILITIES FUND ES ($63.25) 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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