Position in PNW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,039,763
+$103,405 QoQ
Shares Held
28,409
-2.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#187
of 729 holders
Holding Since
Mar 2020
25 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. PNW ranks #8 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
This page
|
28,409 | $3,039,763 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,039,763 | 28,409 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,936,358 | 29,145 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,442,975 | 27,542 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $2,803,219 | 31,265 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $223,585 | 2,499 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $252,507 | 2,651 | Shares | Defined | 2025-04-29 | |
| 2024-09-30 | $208,983 | 2,359 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $175,826 | 2,302 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $184,059 | 2,463 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $183,623 | 2,556 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $191,494 | 2,599 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $245,276 | 3,011 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $238,036 | 3,004 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $53,456 | 703 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $48,769 | 756 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $52,719 | 721 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $58,496 | 749 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $44,259 | 627 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $20,477 | 283 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $33,361 | 407 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $39,942 | 491 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $41,014 | 513 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $32,876 | 441 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $32,833 | 448 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $35,772 | 472 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||