Position in PNW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$481,500
+$28,125 QoQ
Shares Held
4,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#370
of 722 holders
Holding Since
Mar 2024
10 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, 2026Aviance Capital Partners, LLC holds $5,336,129 across 7 Utilities - Regulated Electric names. PNW ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,760 | $1,198,455 | |
| 2 | NEE |
Nextera Energy Inc
|
12,863 | $1,128,985 | |
| 3 | DUK |
Duke Energy CORP
|
8,517 | $1,078,081 | |
| 4 | SO |
Southern Co
|
8,579 | $821,096 | |
| 5 | PNW |
Pinnacle West Capital Corp
This page
|
4,500 | $481,500 | |
| 6 | D |
Dominion Energy, Inc
|
5,477 | $374,024 | |
| 7 | XEL |
Xcel Energy Inc
|
3,163 | $253,988 |
All Filings in PNW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $481,500 | 4,500 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $453,375 | 4,500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $399,150 | 4,500 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $403,470 | 4,500 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $375,774 | 4,200 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $400,050 | 4,200 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $356,034 | 4,200 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $372,078 | 4,200 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $320,796 | 4,200 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $313,866 | 4,200 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||