Position in DUK
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$927,971
-$76,049 QoQ
Shares Held
7,087
-17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DUK 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. DUK ranks #3 (19.1% 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
This page
|
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
|
3,370 | $208,333 |
All Filings in DUK
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $927,971 | 7,087 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,004,020 | 8,566 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,196,415 | 9,668 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $980,934 | 8,313 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $809,392 | 6,636 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $756,658 | 7,023 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $839,960 | 7,285 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $684,470 | 6,829 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $660,432 | 6,829 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $598,348 | 6,166 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $302,290 | 3,425 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $840,504 | 9,366 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $230,080 | 2,385 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $634,212 | 6,158 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $537,469 | 5,778 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $686,894 | 6,407 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $744,660 | 6,669 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $239,696 | 2,285 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $838,102 | 8,588 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $449,867 | 4,557 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||