Sowell Financial Services LLC
Position in PNW — Pinnacle West Capital Corp
CIK 1633697
NORTH LITTLE ROCK, AR
Position in PNW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$832,995
-$103,778 QoQ
Shares Held
7,785
-16.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#307
of 722 holders
Holding Since
Mar 2020
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, 2026Sowell Financial Services LLC holds $23,151,278 across 28 Utilities - Regulated Electric names. PNW ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
30,590 | $3,872,082 | |
| 2 | FE |
Firstenergy Corp
|
69,833 | $3,319,860 | |
| 3 | ETR |
Entergy Corp /De/
|
25,483 | $2,926,977 | |
| 4 | NEE |
Nextera Energy Inc
|
28,521 | $2,503,288 | |
| 5 | SO |
Southern Co
|
24,007 | $2,297,709 | |
| 6 | EXC |
Exelon Corp
|
18,943 | $883,122 | |
| 7 | PNW |
Pinnacle West Capital Corp
This page
|
7,785 | $832,995 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,439 | $607,299 |
All Filings in PNW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,995 | 7,785 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $936,773 | 9,298 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $949,090 | 10,700 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,038,531 | 11,583 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,017,094 | 11,368 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,078,706 | 11,325 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $998,844 | 11,783 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $937,547 | 10,583 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $801,608 | 10,495 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $808,503 | 10,819 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $771,705 | 10,742 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $769,071 | 10,438 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $872,599 | 10,712 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $783,604 | 9,889 | Shares | Sole | 2023-05-12 | |
| 2022-09-30 | $652,325 | 10,112 | Shares | Sole | 2022-11-15 | |
| 2021-06-30 | $962,737 | 11,745 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $963,184 | 11,840 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $777,913 | 9,730 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $652,834 | 8,757 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $628,095 | 8,570 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $683,019 | 9,012 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||