Position in PNW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$13,663,009
+$1,162,252 QoQ
Shares Held
135,613
-3.8% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86.86187902339746.ToString("F0")%
Shared 0.ToString("F0")%
None 13.138120976602538.ToString("F0")%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $479,396,163 across 30 Utilities - Regulated Electric names. PNW ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,344,582 | $124,884,776 | |
| 2 | AEP |
American Electric Power Co Inc
|
721,324 | $94,551,149 | |
| 3 | DUK |
Duke Energy CORP
|
490,302 | $64,200,143 | |
| 4 | SO |
Southern Co
|
306,613 | $29,594,286 | |
| 5 | ETR |
Entergy Corp /De/
|
139,129 | $15,632,534 | |
| 6 | PNW |
Pinnacle West Capital Corp
This page
|
135,613 | $13,663,009 | |
| 7 | D |
Dominion Energy, Inc
|
205,752 | $12,719,588 | |
| 8 | XEL |
Xcel Energy Inc
|
137,200 | $10,899,168 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,663,009 | 135,613 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,500,757 | 140,933 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $13,652,617 | 152,271 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $16,113,010 | 180,094 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $71,466,360 | 750,303 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $62,811,603 | 740,965 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,850,626 | 732,031 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $55,056,460 | 720,823 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $63,868,816 | 854,661 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $54,073,249 | 752,690 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,482,191 | 644,438 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $52,933,522 | 649,810 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $51,307,583 | 647,496 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $48,173,697 | 633,531 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $10,280,120 | 159,357 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $11,606,045 | 158,726 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $11,566,766 | 148,102 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $6,475,291 | 91,731 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,504,090 | 34,606 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $444,359 | 5,421 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $392,839 | 4,829 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $313,723 | 3,924 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $268,007 | 3,595 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $291,254 | 3,974 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $339,918 | 4,485 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||