WHALEROCK POINT PARTNERS, LLC

Position in PNW — Pinnacle West Capital Corp

CIK 1389709 West Palm Beach, FL

Position in PNW

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$664,470

-$79,568 QoQ

Shares Held

6,210

-15.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#331

of 722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

WHALEROCK POINT PARTNERS, LLC holds $9,661,562 across 4 Utilities - Regulated Electric names. PNW ranks #4 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	45,054	$3,954,389
2	AEP	American Electric Power Co Inc	27,272	$3,731,082
3	DUK	Duke Energy CORP	10,362	$1,311,621
4	PNW	Pinnacle West Capital Corp This page	6,210	$664,470

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$664,470	6,210	-15.9%	Shares	Sole	2026-08-13
2026-03-31	$744,038	7,385	-2.7%	Shares	Sole	2026-05-15
2025-12-31	$673,499	7,593	-24.1%	Shares	Sole	2026-02-13
2025-09-30	$897,317	10,008	0.0%	Shares	Sole	2025-11-12
2025-06-30	$895,415	10,008	0.0%	Shares	Sole	2025-08-13
2025-03-31	$953,262	10,008	0.0%	Shares	Sole	2025-05-15
2024-12-31	$848,378	10,008	-11.6%	Shares	Sole	2025-02-14
2024-09-30	$1,003,370	11,326	0.0%	Shares	Sole	2024-11-13
2024-06-30	$865,079	11,326	0.0%	Shares	Sole	2024-08-13
2024-03-31	$846,391	11,326	0.0%	Shares	Sole	2024-05-15
2023-12-31	$813,659	11,326	0.0%	Shares	Sole	2024-02-14
2023-09-30	$834,499	11,326	0.0%	Shares	Sole	2023-11-14
2023-06-30	$922,615	11,326	+0.1%	Shares	Sole	2023-08-14
2023-03-31	$896,838	11,318	0.0%	Shares	Sole	2023-05-10
2022-12-31	$860,620	11,318	0.0%	Shares	Sole	2023-02-14
2022-09-30	$730,124	11,318	0.0%	Shares	Sole	2022-11-16
2022-06-30	$827,572	11,318	0.0%	Shares	Sole	2022-08-12
2022-03-31	$883,935	11,318	0.0%	Shares	Sole	2022-05-16
2021-12-31	$798,937	11,318	0.0%	Shares	Sole	2022-02-15
2021-09-30	$818,970	11,318	0.0%	Shares	Sole	2021-11-12
2021-06-30	$927,736	11,318	0.0%	Shares	Sole	2021-08-10
2021-03-31	$920,719	11,318	0.0%	Shares	Sole	2021-05-13
2020-12-31	$904,874	11,318	+1241.0%	Shares	Sole	2021-02-12
2020-09-30	$62,920	844	-92.5%	Shares	Sole	2020-11-13
2020-06-30	$829,496	11,318	-20.2%	Shares	Sole	2020-08-11
2020-03-31	$1,075,308	14,188	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.