Position in PNW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$13,322,570
+$778,188 QoQ
Shares Held
124,510
0.0% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#102
of 723 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LSV ASSET MANAGEMENT holds $273,940,636 across 8 Utilities - Regulated Electric names. PNW ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
1,509,397 | $109,084,121 | |
| 2 | EIX |
Edison International
|
1,200,000 | $89,340,000 | |
| 3 | POR |
Portland General Electric Co /Or/
|
758,400 | $39,307,872 | |
| 4 | PNW |
Pinnacle West Capital Corp
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|
124,510 | $13,322,570 | |
| 5 | EXC |
Exelon Corp
|
204,600 | $9,538,452 | |
| 6 | AEP |
American Electric Power Co Inc
|
69,190 | $9,465,883 | |
| 7 | DUK |
Duke Energy CORP
|
27,214 | $3,444,748 | |
| 8 | EVRG |
Evergy, Inc.
|
5,056 | $436,990 |
All Filings in PNW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,322,570 | 124,510 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $12,544,382 | 124,510 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,037,477 | 135,710 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,312,378 | 92,710 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $5,752,921 | 64,300 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,020,050 | 84,200 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,535,195 | 53,500 | Shares | Sole | 2025-02-13 | |
| 2021-06-30 | $4,010,792 | 48,930 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $3,980,455 | 48,930 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,911,953 | 48,930 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $3,647,731 | 48,930 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $3,586,079 | 48,930 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,708,404 | 48,930 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||