Position in ED
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,024,052
+$130,768 QoQ
Shares Held
9,048
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ED 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. ED ranks #2 (21.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
10,635 | $1,026,490 | |
| 2 | ED |
Consolidated Edison Inc
This page
|
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
|
3,370 | $208,333 |
All Filings in ED
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,024,052 | 9,048 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $893,284 | 8,994 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,039,678 | 10,343 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,041,331 | 10,377 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,022,404 | 9,245 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $822,075 | 9,213 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $972,365 | 9,338 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $831,158 | 9,295 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $862,150 | 9,494 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $824,461 | 9,063 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $799,705 | 9,350 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $842,980 | 9,325 | Shares | Sole | 2023-08-16 | |
| 2022-12-31 | $879,997 | 9,233 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $762,577 | 8,892 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $864,268 | 9,088 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $852,877 | 9,008 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $768,562 | 9,008 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $345,746 | 4,763 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $725,447 | 10,115 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||