Position in D
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$208,333
+$1,628 QoQ
Shares Held
3,370
-4.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in D Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026West Family Investments, Inc. holds $4,849,244 across 10 Utilities - Regulated Electric names. D ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
10,635 | $1,026,490 | |
| 2 | ED |
Consolidated Edison Inc
|
9,048 | $1,024,052 | |
| 3 | DUK |
Duke Energy CORP
|
7,087 | $927,971 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
3,853 | $446,061 | |
| 5 | NEE |
Nextera Energy Inc
|
4,713 | $437,743 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,183 | $286,147 | |
| 7 | FTS |
Fortis Inc.
|
3,821 | $213,173 | |
| 8 | D |
Dominion Energy, Inc
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|
3,370 | $208,333 |
All Filings in D
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,333 | 3,370 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $206,705 | 3,528 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $215,807 | 3,528 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $203,883 | 3,528 | Shares | Sole | 2024-11-08 | |
| 2023-12-31 | $397,385 | 8,455 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $370,135 | 8,286 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $596,895 | 10,676 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $571,885 | 8,275 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $566,411 | 7,097 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $578,985 | 6,814 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $528,080 | 6,722 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $443,921 | 6,034 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||