Position in PNW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$753,494
+$42,300 QoQ
Shares Held
7,042
-0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#319
of 729 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MATHER GROUP, LLC. holds $23,289,790 across 30 Utilities - Regulated Electric names. PNW ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
61,866 | $5,921,194 | |
| 2 | DUK |
Duke Energy CORP
|
35,549 | $4,499,792 | |
| 3 | ED |
Consolidated Edison Inc
|
15,160 | $1,677,150 | |
| 4 | CMS |
Cms Energy Corp
|
18,142 | $1,387,863 | |
| 5 | NEE |
Nextera Energy Inc
|
12,166 | $1,067,809 | |
| 6 | XEL |
Xcel Energy Inc
|
10,529 | $845,478 | |
| 7 | PNW |
Pinnacle West Capital Corp
This page
|
7,042 | $753,494 | |
| 8 | AEP |
American Electric Power Co Inc
|
5,410 | $740,142 |
All Filings in PNW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $753,494 | 7,042 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $711,194 | 7,059 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $574,421 | 6,476 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $586,286 | 6,539 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $376,937 | 4,213 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $237,744 | 2,496 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $196,581 | 2,319 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $197,732 | 2,232 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $102,425 | 1,341 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $259,088 | 3,467 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $249,284 | 3,470 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $262,669 | 3,565 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $276,801 | 3,398 | Shares | Sole | 2023-08-08 | |
| 2022-03-31 | $255,543 | 3,272 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||