Position in PNW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,505,062
+$95,268 QoQ
Shares Held
14,066
+0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#241
of 723 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EXCALIBUR MANAGEMENT CORP holds $8,114,873 across 7 Utilities - Regulated Electric names. PNW ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
12,143 | $1,537,060 | |
| 2 | PNW |
Pinnacle West Capital Corp
This page
|
14,066 | $1,505,062 | |
| 3 | ED |
Consolidated Edison Inc
|
13,013 | $1,439,628 | |
| 4 | D |
Dominion Energy, Inc
|
16,146 | $1,102,610 | |
| 5 | NEE |
Nextera Energy Inc
|
11,942 | $1,048,149 | |
| 6 | SO |
Southern Co
|
9,819 | $939,776 | |
| 7 | AEP |
American Electric Power Co Inc
|
3,966 | $542,588 |
All Filings in PNW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,505,062 | 14,066 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,409,794 | 13,993 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,236,123 | 13,936 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,253,088 | 13,976 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,246,406 | 13,931 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,376,648 | 14,453 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,227,554 | 14,481 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,303,867 | 14,718 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,162,350 | 15,218 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,128,946 | 15,107 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,079,611 | 15,028 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,116,104 | 15,148 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,229,394 | 15,092 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,193,354 | 15,060 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,151,853 | 15,148 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $948,490 | 14,703 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,089,926 | 14,906 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,223,514 | 15,666 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,401,776 | 19,858 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,377,734 | 19,040 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $438,703 | 5,352 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $434,246 | 5,338 | Shares | Sole | 2021-05-03 | |
| No filing history on record for this holder in this stock. | ||||||