Position in PNW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,289,261
+$5,574,527 QoQ
Shares Held
499,149
-1.0% QoQ
Ownership
0.412%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Gotham Asset Management, LLC holds $530,990,017 across 29 Utilities - Regulated Electric names. PNW ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
493,731 | $64,649,137 | |
| 2 | EVRG |
Evergy, Inc.
|
718,670 | $58,873,446 | |
| 3 | PNW |
Pinnacle West Capital Corp
This page
|
499,149 | $50,289,261 | |
| 4 | CNP |
Centerpoint Energy Inc
|
1,024,416 | $44,213,794 | |
| 5 | OGE |
Oge Energy Corp.
|
817,786 | $39,221,016 | |
| 6 | AEE |
Ameren Corp
|
251,930 | $27,692,145 | |
| 7 | LNT |
Alliant Energy Corp
|
373,268 | $26,785,711 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
229,905 | $26,616,101 |
All Filings in PNW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,289,261 | 499,149 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,714,734 | 504,112 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,990,397 | 367,950 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,962,750 | 267,830 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,672,405 | 154,041 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,170,493 | 72,791 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,691,903 | 52,962 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,425,676 | 31,758 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,342,076 | 17,959 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $296,268 | 4,124 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,476,266 | 74,325 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,851,999 | 47,287 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,776,323 | 22,417 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,135,961 | 14,939 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $931,266 | 14,436 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $748,163 | 10,232 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $732,812 | 9,383 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $521,589 | 7,389 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||