Westside Investment Management, Inc.
Position in D — Dominion Energy, Inc
CIK 1538383
SANTA MONICA, CA
Position in D
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$50,875
+$4,821 QoQ
Shares Held
745
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,323
of 1,537 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Westside Investment Management, Inc. holds $2,249,588 across 26 Utilities - Regulated Electric names. D ranks #9 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
5,610 | $644,364 | |
| 2 | SO |
Southern Co
|
3,286 | $314,502 | |
| 3 | NEE |
Nextera Energy Inc
|
2,674 | $234,696 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,715 | $234,628 | |
| 5 | DUK |
Duke Energy CORP
|
1,099 | $139,110 | |
| 6 | HE |
Hawaiian Electric Industries Inc
|
9,973 | $134,934 | |
| 7 | OGE |
Oge Energy Corp.
|
2,760 | $134,301 | |
| 8 | EVRG |
Evergy, Inc.
|
1,384 | $119,618 |
All Filings in D
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,875 | 745 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $46,054 | 745 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $43,649 | 745 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $44,531 | 728 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $26,507 | 469 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $11,774 | 210 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $11,310 | 210 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $12,135 | 210 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $10,290 | 210 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $10,329 | 210 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $9,870 | 210 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $9,380 | 210 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,875 | 210 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $11,741 | 210 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $12,877 | 210 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $14,513 | 210 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $16,760 | 210 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $17,843 | 210 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $16,497 | 210 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $15,334 | 210 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $15,449 | 210 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $15,951 | 210 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||