Position in PNW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,453,557
+$2,156,739 QoQ
Shares Held
88,351
+22.0% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#116
of 729 holders
Holding Since
Sep 2023
9 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, 2026Edgestream Partners, L.P. holds $104,108,024 across 20 Utilities - Regulated Electric names. PNW ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
|
119,484 | $13,506,471 | |
| 2 | EVRG |
Evergy, Inc.
|
155,455 | $13,435,975 | |
| 3 | DUK |
Duke Energy CORP
|
100,170 | $12,679,518 | |
| 4 | ED |
Consolidated Edison Inc
|
114,406 | $12,656,735 | |
| 5 | XEL |
Xcel Energy Inc
|
125,508 | $10,078,292 | |
| 6 | PNW |
Pinnacle West Capital Corp
This page
|
88,351 | $9,453,557 | |
| 7 | CNP |
Centerpoint Energy Inc
|
206,872 | $9,110,642 | |
| 8 | POR |
Portland General Electric Co /Or/
|
122,295 | $6,338,549 |
All Filings in PNW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,453,557 | 88,351 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $7,296,818 | 72,425 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $12,954,723 | 146,051 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,408,313 | 49,167 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,391,696 | 160,855 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,702,492 | 49,370 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $241,340 | 2,847 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,928,346 | 44,343 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $1,576,309 | 21,394 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||