Position in EIX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$347,458
New position
Shares Held
4,667
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#708
of 1,069 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026West Family Investments, Inc. holds $8,552,051 across 18 Utilities - Regulated Electric names. EIX ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
9,376 | $1,037,266 | |
| 2 | SO |
Southern Co
|
10,508 | $1,005,720 | |
| 3 | DUK |
Duke Energy CORP
|
7,168 | $907,325 | |
| 4 | PCG |
PG&E Corp
|
49,832 | $838,174 | |
| 5 | ES |
Eversource Energy
|
9,717 | $702,247 | |
| 6 | DTE |
Dte Energy Co
|
4,250 | $647,572 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,864 | $451,199 | |
| 8 | NEE |
Nextera Energy Inc
|
4,813 | $422,437 |
All Filings in EIX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,458 | 4,667 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||