Position in FTS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$213,173
-$57,901 QoQ
Shares Held
3,821
-26.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTS 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. FTS ranks #7 (4.4% 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.
This page
|
3,821 | $213,173 | |
| 8 | D |
Dominion Energy, Inc
|
3,370 | $208,333 |
All Filings in FTS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $213,173 | 3,821 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $271,074 | 5,219 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $276,177 | 5,443 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $249,102 | 5,219 | Shares | Sole | 2025-08-13 | |
| 2023-06-30 | $305,766 | 7,096 | Shares | Sole | 2023-08-16 | |
| 2022-06-30 | $281,020 | 5,945 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $277,398 | 5,604 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $281,800 | 5,838 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $353,265 | 7,969 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $310,229 | 7,014 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||