Position in PNW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,233,423
+$5,695,815 QoQ
Shares Held
207,789
+26.6% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#76
of 730 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Creative Planning holds $823,034,542 across 36 Utilities - Regulated Electric names. PNW ranks #15 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,233,423 | 207,789 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $16,537,608 | 164,145 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,732,781 | 98,453 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,810,549 | 42,500 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,514,464 | 28,104 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,562,510 | 26,903 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,206,138 | 26,025 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,278,179 | 25,716 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,790,651 | 23,444 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,279,526 | 17,122 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $985,284 | 13,715 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,097,021 | 14,889 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,256,356 | 15,423 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,128,535 | 14,242 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,145,162 | 15,060 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $975,133 | 15,116 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $974,689 | 13,330 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $855,273 | 10,951 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $739,006 | 10,469 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $813,688 | 11,245 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $816,913 | 9,966 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,001,011 | 12,305 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $889,443 | 11,125 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $863,139 | 11,578 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $894,724 | 12,208 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,049,615 | 13,849 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||