Position in EXC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$230,722
New position
Shares Held
4,949
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#904
of 1,279 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, 202671 West Capital Partners holds $7,119,864 across 16 Utilities - Regulated Electric names. EXC ranks #14 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,288 | $1,429,597 | |
| 2 | AEP |
American Electric Power Co Inc
|
5,637 | $771,197 | |
| 3 | SO |
Southern Co
|
7,924 | $758,406 | |
| 4 | DUK |
Duke Energy CORP
|
5,933 | $750,999 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
4,066 | $474,786 | |
| 6 | D |
Dominion Energy, Inc
|
6,881 | $469,903 | |
| 7 | ED |
Consolidated Edison Inc
|
2,667 | $295,050 | |
| 8 | CNP |
Centerpoint Energy Inc
|
6,159 | $271,242 |
All Filings in EXC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,722 | 4,949 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||