Position in PNW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$50,783,805
+$494,544 QoQ
Shares Held
474,615
-4.9% QoQ
Ownership
0.392%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#45
of 729 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026Gotham Asset Management, LLC holds $573,108,376 across 27 Utilities - Regulated Electric names. PNW ranks #3 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
751,305 | $64,935,291 | |
| 2 | DUK |
Duke Energy CORP
|
479,341 | $60,674,983 | |
| 3 | PNW |
Pinnacle West Capital Corp
This page
|
474,615 | $50,783,805 | |
| 4 | LNT |
Alliant Energy Corp
|
642,818 | $49,040,585 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,046,087 | $46,069,671 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
301,882 | $35,250,761 | |
| 7 | AEE |
Ameren Corp
|
279,323 | $31,574,671 | |
| 8 | OGE |
Oge Energy Corp.
|
645,045 | $31,387,889 |
All Filings in PNW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,783,805 | 474,615 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||