American Assets Investment Management, LLC
Position in PNW — Pinnacle West Capital Corp
CIK 1389256
SAN DIEGO, CA
Position in PNW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$8,881,000
+$518,750 QoQ
Shares Held
83,000
0.0% QoQ
Ownership
0.068%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#120
of 723 holders
Holding Since
Mar 2020
26 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, 2026American Assets Investment Management, LLC holds $57,444,512 across 11 Utilities - Regulated Electric names. PNW ranks #1 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
This page
|
83,000 | $8,881,000 | |
| 2 | AEP |
American Electric Power Co Inc
|
60,000 | $8,208,600 | |
| 3 | EIX |
Edison International
|
100,000 | $7,445,000 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
50,000 | $5,838,500 | |
| 5 | XEL |
Xcel Energy Inc
|
70,000 | $5,621,000 | |
| 6 | EXC |
Exelon Corp
|
100,000 | $4,662,000 | |
| 7 | NEE |
Nextera Energy Inc
|
50,000 | $4,388,500 | |
| 8 | DUK |
Duke Energy CORP
|
32,666 | $4,134,862 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,881,000 | 83,000 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $8,362,250 | 83,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,362,100 | 83,000 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $7,441,780 | 83,000 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,426,010 | 83,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,905,750 | 83,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $7,035,910 | 83,000 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,352,970 | 83,000 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $6,339,540 | 83,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $6,202,590 | 83,000 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $5,962,720 | 83,000 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,115,440 | 83,000 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,761,180 | 83,000 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,576,920 | 83,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $6,311,320 | 83,000 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $5,354,330 | 83,000 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,068,960 | 83,000 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $6,482,300 | 83,000 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,858,970 | 83,000 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $6,005,880 | 83,000 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $5,573,960 | 68,000 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,531,800 | 68,000 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,637,100 | 58,000 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,100,250 | 55,000 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $4,030,950 | 55,000 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $3,789,500 | 50,000 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||