Position in PNW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,537,608
+$7,804,827 QoQ
Shares Held
164,145
+66.7% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Creative Planning holds $679,963,982 across 37 Utilities - Regulated Electric names. PNW ranks #16 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,047,897 | $97,328,672 | |
| 2 | DUK |
Duke Energy CORP
|
443,982 | $58,135,002 | |
| 3 | SO |
Southern Co
|
589,557 | $56,904,041 | |
| 4 | AEP |
American Electric Power Co Inc
|
399,995 | $52,431,344 | |
| 5 | XEL |
Xcel Energy Inc
|
441,228 | $35,051,152 | |
| 6 | ED |
Consolidated Edison Inc
|
272,746 | $30,869,391 | |
| 7 | EVRG |
Evergy, Inc.
|
375,646 | $30,772,919 | |
| 8 | D |
Dominion Energy, Inc
|
448,328 | $27,715,636 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||