Position in PNW
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$68,694
-$60,769 QoQ
Shares Held
642
-50.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#554
of 729 holders
Holding Since
Jun 2021
21 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, 2026Trust Co holds $2,065,914 across 17 Utilities - Regulated Electric names. PNW ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
9,695 | $837,938 | |
| 2 | NEE |
Nextera Energy Inc
|
4,419 | $387,855 | |
| 3 | SO |
Southern Co
|
2,962 | $283,493 | |
| 4 | EIX |
Edison International
|
2,223 | $165,502 | |
| 5 | DUK |
Duke Energy CORP
|
1,034 | $130,883 | |
| 6 | PNW |
Pinnacle West Capital Corp
This page
|
642 | $68,694 | |
| 7 | AEP |
American Electric Power Co Inc
|
327 | $44,736 | |
| 8 | ETR |
Entergy Corp /De/
|
312 | $35,836 |
All Filings in PNW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,694 | 642 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $129,463 | 1,285 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $112,915 | 1,273 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $53,527 | 597 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $53,413 | 597 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $56,864 | 597 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $50,607 | 597 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $52,888 | 597 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $45,598 | 597 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $44,613 | 597 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $42,888 | 597 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $43,986 | 597 | Shares | Sole | 2023-12-04 | |
| 2023-06-30 | $48,631 | 597 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $47,306 | 597 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $45,395 | 597 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $38,512 | 597 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $43,652 | 597 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $13,667 | 175 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $12,353 | 175 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $12,663 | 175 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $14,344 | 175 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||