Perpetual Ltd

Position in PNW — Pinnacle West Capital Corp

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in PNW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$65,130,686

+$5,861,779 QoQ

Shares Held

608,698

+3.5% QoQ

Ownership

0.502%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

of 87 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Perpetual Ltd holds $151,642,387 across 8 Utilities - Regulated Electric names. PNW ranks #1 (43.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNW	Pinnacle West Capital Corp This page	608,698	$65,130,686
2	XEL	Xcel Energy Inc	688,313	$55,271,533
3	ETR	Entergy Corp /De/	222,552	$25,562,322
4	NGG	National Grid PLC	28,478	$2,359,971
5	PCG	PG&E Corp	104,298	$1,754,292
6	NEE	Nextera Energy Inc	9,976	$875,593
7	DUK	Duke Energy CORP	3,554	$449,864
8	SO	Southern Co	2,488	$238,126

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,130,686	608,698	+3.5%	Shares	Sole	2026-07-15
2026-03-31	$59,268,907	588,277	+17.9%	Shares	Sole	2026-04-14
2025-12-31	$44,261,920	499,007	+1.2%	Shares	Sole	2026-01-20
2025-09-30	$44,211,794	493,105	+17.5%	Shares	Sole	2025-10-10
2025-06-30	$37,549,306	419,686	+5.3%	Shares	Sole	2025-07-11
2025-03-31	$37,952,838	398,455	-1.0%	Shares	Sole	2025-04-24
2024-12-31	$34,106,700	402,344	-9.5%	Shares	Sole	2025-01-17
2024-09-30	$39,380,381	444,524	-0.3%	Shares	Sole	2024-10-09
2024-06-30	$34,065,021	445,994	+53.4%	Shares	Sole	2024-07-30
2024-03-31	$21,726,178	290,729	+3.0%	Shares	Sole	2024-04-16
2023-12-31	$20,281,653	282,317	+9.5%	Shares	Sole	2024-02-15
2023-09-30	$18,996,177	257,820	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.