NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in PNW — Pinnacle West Capital Corp
CIK 1109767
CEDAR RAPIDS, IA
Position in PNW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,483,064
+$237,806 QoQ
Shares Held
32,552
+1.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#175
of 723 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $17,568,328 across 11 Utilities - Regulated Electric names. PNW ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
50,755 | $4,454,766 | |
| 2 | AEP |
American Electric Power Co Inc
|
30,067 | $4,113,466 | |
| 3 | PNW |
Pinnacle West Capital Corp
This page
|
32,552 | $3,483,064 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
14,585 | $1,703,090 | |
| 5 | SO |
Southern Co
|
13,080 | $1,251,886 | |
| 6 | DUK |
Duke Energy CORP
|
6,478 | $819,985 | |
| 7 | D |
Dominion Energy, Inc
|
8,396 | $573,362 | |
| 8 | LNT |
Alliant Energy Corp
|
5,881 | $448,661 |
All Filings in PNW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,483,064 | 32,552 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,245,258 | 32,211 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,783,672 | 31,383 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,834,959 | 31,619 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,803,542 | 31,335 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,777,204 | 29,157 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,300,149 | 27,134 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||