Position in PNW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,308,396
+$142,920 QoQ
Shares Held
12,228
+5.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#258
of 723 holders
Holding Since
Mar 2020
26 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $26,108,900 across 11 Utilities - Regulated Electric names. PNW ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
108,309 | $9,506,280 | |
| 2 | SO |
Southern Co
|
77,465 | $7,414,175 | |
| 3 | DUK |
Duke Energy CORP
|
25,417 | $3,217,283 | |
| 4 | NWE |
NorthWestern Energy Group, Inc.
|
28,262 | $2,024,124 | |
| 5 | PNW |
Pinnacle West Capital Corp
This page
|
12,228 | $1,308,396 | |
| 6 | CNP |
Centerpoint Energy Inc
|
19,149 | $843,321 | |
| 7 | EMA |
Emera Inc
|
11,866 | $629,135 | |
| 8 | EVRG |
Evergy, Inc.
|
5,670 | $490,058 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308,396 | 12,228 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,165,476 | 11,568 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,016,324 | 11,458 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $984,735 | 10,983 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $982,649 | 10,983 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,084,230 | 11,383 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $895,001 | 10,558 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $904,326 | 10,208 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $789,234 | 10,333 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $734,820 | 9,833 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $709,563 | 9,877 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $788,523 | 10,702 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $878,953 | 10,790 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $854,999 | 10,790 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $723,900 | 9,520 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $740,897 | 11,485 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $799,567 | 10,935 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $881,749 | 11,290 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $789,902 | 11,190 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $938,147 | 12,965 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,034,051 | 12,615 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,026,230 | 12,615 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $986,583 | 12,340 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $919,947 | 12,340 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $821,947 | 11,215 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $497,561 | 6,565 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||