Position in PNW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$12,544,382
+$506,905 QoQ
Shares Held
124,510
-8.3% QoQ
Ownership
0.103%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 8.360774235001205.ToString("F0")%
Shared 0.ToString("F0")%
None 91.6392257649988.ToString("F0")%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026LSV ASSET MANAGEMENT holds $264,638,421 across 7 Utilities - Regulated Electric names. PNW ranks #4 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ES |
Eversource Energy
|
1,515,398 | $104,986,773 | |
| 2 | EIX |
Edison International
|
1,178,800 | $86,264,584 | |
| 3 | POR |
Portland General Electric Co /Or/
|
781,447 | $41,236,958 | |
| 4 | PNW |
Pinnacle West Capital Corp
This page
|
124,510 | $12,544,382 | |
| 5 | EXC |
Exelon Corp
|
198,200 | $9,715,764 | |
| 6 | AEP |
American Electric Power Co Inc
|
72,290 | $9,475,773 | |
| 7 | EVRG |
Evergy, Inc.
|
5,056 | $414,187 |
All Filings in PNW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||