TCI Wealth Advisors, Inc.

Position in PNW — Pinnacle West Capital Corp

CIK 1583751 Tucson, AZ

Position in PNW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$545,807

+$32,184 QoQ

Shares Held

5,101

+0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#352

of 722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

TCI Wealth Advisors, Inc. holds $2,032,469 across 5 Utilities - Regulated Electric names. PNW ranks #1 (26.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNW	Pinnacle West Capital Corp This page	5,101	$545,807
2	XEL	Xcel Energy Inc	6,201	$497,940
3	SO	Southern Co	4,643	$444,381
4	DTE	Dte Energy Co	1,880	$286,455
5	AEP	American Electric Power Co Inc	1,885	$257,886

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$545,807	5,101	+0.1%	Shares	Sole	2026-07-29
2026-03-31	$513,623	5,098	+0.4%	Shares	Sole	2026-04-27
2025-12-31	$450,418	5,078	0.0%	Shares	Sole	2026-02-02
2025-09-30	$455,293	5,078	+0.6%	Shares	Sole	2025-10-14
2025-06-30	$451,555	5,047	-0.1%	Shares	Sole	2025-07-16
2025-03-31	$481,107	5,051	-7.3%	Shares	Sole	2025-04-21
2024-12-31	$462,081	5,451	-6.2%	Shares	Sole	2025-01-23
2024-09-30	$514,619	5,809	-31.0%	Shares	Sole	2024-10-24
2024-06-30	$642,584	8,413	+5.0%	Shares	Sole	2024-07-30
2024-03-31	$598,811	8,013	-3.2%	Shares	Sole	2024-05-07
2023-12-31	$594,835	8,280	-45.4%	Shares	Sole	2024-02-06
2023-09-30	$1,116,694	15,156	+0.1%	Shares	Sole	2023-10-31
2023-06-30	$1,233,060	15,137	+1.2%	Shares	Sole	2023-08-04
2023-03-31	$1,184,875	14,953	+0.2%	Shares	Sole	2023-05-03
2022-12-31	$1,134,592	14,921	+0.2%	Shares	Sole	2023-02-07
2022-09-30	$960,811	14,894	+37.9%	Shares	Sole	2022-11-08
2022-06-30	$789,769	10,801	0.0%	Shares	Sole	2022-07-19
2022-03-31	$843,558	10,801	+0.1%	Shares	Sole	2022-04-29
2021-12-31	$761,454	10,787	+15.5%	Shares	Sole	2022-01-24
2021-09-30	$675,914	9,341	-0.4%	Shares	Sole	2021-10-29
2021-06-30	$768,550	9,376	-0.2%	Shares	Sole	2021-08-02
2021-03-31	$763,957	9,391	0.0%	Shares	Sole	2021-04-29
2020-12-31	$750,810	9,391	-5.1%	Shares	Sole	2021-01-21
2020-09-30	$737,597	9,894	+13.6%	Shares	Sole	2020-10-20
2020-06-30	$638,136	8,707	+47.5%	Shares	Sole	2020-07-20
2020-03-31	$447,539	5,905	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.