# SPIRIT OF AMERICA UTILITIES FUND

SPIRIT OF AMERICA UTILITIES FUND is a registered fund series of Spirit of America Investment Fund, Inc. (series S000079525). Net assets $58.3M as of 2026-03-31.

## Profile

- Series ID: S000079525
- Registrant: Spirit of America Investment Fund, Inc.
- LEI: 549300WVAWZGKW3UIJ90
- Net assets: $58.3M
- Total assets: $59.0M
- As of: 2026-03-31

## Advisers

- [Spirit of America Management Corp. (Advisor)](https://search.stillhousedata.com/firm/110023)

## Top holdings (53 reported)

_Showing 15 of 53 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [NextEra Energy Inc](https://search.stillhousedata.com/security/65339F101) | — | $3.3M | 562.81% |
| [Entergy Corporation](https://search.stillhousedata.com/security/29364G103) | — | $2.7M | 468.02% |
| [Duke Energy Corp](https://search.stillhousedata.com/security/26441C204) | — | $2.5M | 435.43% |
| [DTE Energy Co.](https://search.stillhousedata.com/security/233331107) | — | $2.3M | 393.51% |
| [PPL Corporation](https://search.stillhousedata.com/security/69351T106) | — | $2.3M | 389.28% |
| [Constellation Energy Corp.](https://search.stillhousedata.com/security/21037T109) | — | $2.1M | 351.83% |
| [Xcel Energy Inc](https://search.stillhousedata.com/security/98389B100) | — | $2.0M | 347.24% |
| [American Electric Power Co, Inc.](https://search.stillhousedata.com/security/025537101) | — | $2.0M | 347.15% |
| [Morgan Stanley Institutional Liquidity Funds](https://search.stillhousedata.com/security/61747C707) | — | $2.0M | 336.86% |
| [Sempra](https://search.stillhousedata.com/security/816851109) | — | $1.9M | 329.80% |
| [Vistra Corp](https://search.stillhousedata.com/security/92840M102) | — | $1.9M | 322.11% |
| [Ameren Corp.](https://search.stillhousedata.com/security/023608102) | — | $1.8M | 309.95% |
| [FirstEnergy Corp.](https://search.stillhousedata.com/security/337932107) | — | $1.8M | 307.84% |
| [CMS Energy Corporation](https://search.stillhousedata.com/security/125896100) | — | $1.8M | 305.86% |
| [NiSource Inc.](https://search.stillhousedata.com/security/65473P105) | — | $1.7M | 298.33% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-03-31 | $58.3M |
| 2025-12-31 | $50.5M |
| 2025-09-30 | $46.5M |
| 2025-06-30 | $36.3M |
| 2025-03-31 | $31.7M |
| 2024-12-31 | $27.0M |
| 2024-09-30 | $23.0M |
| 2024-06-30 | $16.4M |

## More

- [Registrant: Spirit of America Investment Fund, Inc.](https://search.stillhousedata.com/registrant/1039667)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000079525.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.