Position in PNW
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$20,191,206
+$4,871,120 QoQ
Shares Held
200,409
+16.0% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $3,130,682,950 across 34 Utilities - Regulated Electric names. PNW ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,520,650 | $512,757,972 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,623,922 | $419,541,449 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,989,056 | $391,805,460 | |
| 4 | DUK |
Duke Energy CORP
|
2,621,662 | $343,280,422 | |
| 5 | SO |
Southern Co
|
2,445,718 | $236,060,701 | |
| 6 | ETR |
Entergy Corp /De/
|
1,970,630 | $221,419,986 | |
| 7 | NGG |
National Grid PLC
|
1,640,438 | $138,781,054 | |
| 8 | PPL |
PPL Corp
|
3,250,405 | $124,165,471 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,191,206 | 200,409 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,320,086 | 172,718 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,143,507 | 202,359 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,599,409 | 96,115 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $9,073,991 | 95,265 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,265,329 | 97,503 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,986,669 | 135,305 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $10,357,280 | 135,602 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,354,962 | 138,565 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $70,694,152 | 984,050 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $106,283,252 | 1,442,498 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $132,338,449 | 1,624,582 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $181,139,866 | 2,285,965 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $115,609,238 | 1,520,374 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $96,588,694 | 1,497,267 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $81,131,465 | 1,109,566 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,383,324 | 120,145 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,603,107 | 107,708 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,984,271 | 41,242 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $2,994,528 | 36,532 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,812,025 | 34,567 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,977,737 | 37,245 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,478,997 | 19,839 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,448,430 | 19,763 | 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. | ||||||