Position in SO
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,026,490
+$113,506 QoQ
Shares Held
10,635
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
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 SO 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. SO ranks #1 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
This page
|
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.
|
3,821 | $213,173 | |
| 8 | D |
Dominion Energy, Inc
|
3,370 | $208,333 |
All Filings in SO
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,026,490 | 10,635 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $912,984 | 10,470 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,204,431 | 12,709 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,142,365 | 12,440 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $942,763 | 10,253 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $776,359 | 9,431 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $846,429 | 9,386 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $724,503 | 9,340 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $670,051 | 9,340 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $610,184 | 8,702 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $585,586 | 9,048 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $626,630 | 8,920 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $601,171 | 8,640 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $691,748 | 9,687 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $681,292 | 10,019 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $613,907 | 8,609 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $594,364 | 8,197 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $559,887 | 8,164 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $236,353 | 3,814 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $362,938 | 5,998 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||