Position in WEC
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$446,061
+$40,673 QoQ
Shares Held
3,853
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC 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. WEC ranks #4 (9.2% 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.
This page
|
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 WEC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $446,061 | 3,853 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $405,388 | 3,844 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $487,351 | 4,253 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $439,203 | 4,215 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $459,459 | 4,216 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $390,548 | 4,153 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $313,065 | 3,255 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $247,462 | 3,154 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $411,421 | 5,010 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $415,960 | 5,164 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $280,691 | 3,181 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $515,941 | 5,443 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $537,807 | 5,736 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $417,548 | 4,669 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $370,959 | 3,686 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $891,525 | 10,108 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $707,508 | 7,954 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||