Position in PNW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$378,245
+$59,271 QoQ
Shares Held
3,535
+11.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#418
of 729 holders
Holding Since
Dec 2022
15 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, 2026Verity Asset Management, Inc. holds $4,595,913 across 7 Utilities - Regulated Electric names. PNW ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
10,205 | $1,291,748 | |
| 2 | SO |
Southern Co
|
8,361 | $800,231 | |
| 3 | EVRG |
Evergy, Inc.
|
8,846 | $764,559 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,005 | $547,924 | |
| 5 | NEE |
Nextera Energy Inc
|
6,090 | $534,519 | |
| 6 | PNW |
Pinnacle West Capital Corp
This page
|
3,535 | $378,245 | |
| 7 | LNT |
Alliant Energy Corp
|
3,653 | $278,687 |
All Filings in PNW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,245 | 3,535 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $318,974 | 3,166 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $296,169 | 3,339 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $364,109 | 4,061 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $384,273 | 4,295 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $420,814 | 4,418 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $374,513 | 4,418 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $391,390 | 4,418 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $346,994 | 4,543 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $348,690 | 4,666 | Shares | Sole | 2024-05-28 | |
| 2023-12-31 | $313,653 | 4,366 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $292,214 | 3,966 | Shares | Sole | 2023-11-22 | |
| 2023-06-30 | $254,318 | 3,122 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $234,867 | 2,964 | Shares | Sole | 2023-05-24 | |
| 2022-12-31 | $250,171 | 3,290 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||