ENVESTNET ASSET MANAGEMENT INC

Position in PNW — Pinnacle West Capital Corp

CIK 1407543 Berwyn, PA

Position in PNW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$21,531,289

+$1,340,083 QoQ

Shares Held

201,227

+0.4% QoQ

Ownership

0.166%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#78

of 729 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $3,221,141,430 across 33 Utilities - Regulated Electric names. PNW ranks #22 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	5,210,434	$457,319,792
2	AEP	American Electric Power Co Inc	3,243,607	$443,757,873
3	WEC	Wec Energy Group, Inc.	3,734,979	$436,133,497
4	DUK	Duke Energy CORP	2,559,645	$323,999,864
5	ETR	Entergy Corp /De/	2,144,058	$246,266,501
6	SO	Southern Co	2,513,008	$240,519,995
7	NGG	National Grid PLC	2,099,207	$173,961,284
8	PPL	PPL Corp	2,981,883	$108,391,447

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,531,289	201,227	+0.4%	Shares	Sole	2026-08-03
2026-03-31	$20,191,206	200,409	+16.0%	Shares	Sole	2026-05-04
2025-12-31	$15,320,086	172,718	-14.6%	Shares	Sole	2026-02-10
2025-09-30	$18,143,507	202,359	+110.5%	Shares	Sole	2025-11-05
2025-06-30	$8,599,409	96,115	+0.9%	Shares	Sole	2025-08-01
2025-03-31	$9,073,991	95,265	-2.3%	Shares	Sole	2025-04-29
2024-12-31	$8,265,329	97,503	-27.9%	Shares	Sole	2025-02-13
2024-09-30	$11,986,669	135,305	-0.2%	Shares	Sole	2024-11-07
2024-06-30	$10,357,280	135,602	-2.1%	Shares	Sole	2024-08-08
2024-03-31	$10,354,962	138,565	-85.9%	Shares	Sole	2024-05-13
2023-12-31	$70,694,152	984,050	-31.8%	Shares	Sole	2024-02-13
2023-09-30	$106,283,252	1,442,498	-11.2%	Shares	Sole	2023-11-13
2023-06-30	$132,338,449	1,624,582	-28.9%	Shares	Sole	2023-08-04
2023-03-31	$181,139,866	2,285,965	+50.4%	Shares	Sole	2023-05-11
2022-12-31	$115,609,238	1,520,374	+1.5%	Shares	Sole	2023-02-07
2022-09-30	$96,588,694	1,497,267	+34.9%	Shares	Sole	2022-11-10
2022-06-30	$81,131,465	1,109,566	+823.5%	Shares	Sole	2022-08-03
2022-03-31	$9,383,324	120,145	+11.5%	Shares	Sole	2022-05-04
2021-12-31	$7,603,107	107,708	+161.2%	Shares	Sole	2022-02-04
2021-09-30	$2,984,271	41,242	+12.9%	Shares	Sole	2021-10-07
2021-06-30	$2,994,528	36,532	+5.7%	Shares	Sole	2021-08-04
2021-03-31	$2,812,025	34,567	-7.2%	Shares	Sole	2021-05-04
2020-12-31	$2,977,737	37,245	+87.7%	Shares	Sole	2021-02-02
2020-09-30	$1,478,997	19,839	+0.4%	Shares	Sole	2020-10-09
2020-06-30	$1,448,430	19,763	+6.7%	Shares	Sole	2020-07-08
2020-03-31	$1,404,237	18,528	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.