BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in PNW — Pinnacle West Capital Corp
CIK 1654599
MORRISTOWN, NJ
Position in PNW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$7,054,724
+$440,185 QoQ
Shares Held
65,932
+0.4% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#135
of 723 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $29,985,294 across 16 Utilities - Regulated Electric names. PNW ranks #3 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
139,413 | $12,236,279 | |
| 2 | DUK |
Duke Energy CORP
|
60,170 | $7,616,318 | |
| 3 | PNW |
Pinnacle West Capital Corp
This page
|
65,932 | $7,054,724 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
28,137 | $2,283,598 | |
| 5 | SO |
Southern Co
|
1,725 | $165,099 | |
| 6 | ED |
Consolidated Edison Inc
|
1,285 | $142,159 | |
| 7 | XEL |
Xcel Energy Inc
|
1,736 | $139,400 | |
| 8 | AEP |
American Electric Power Co Inc
|
825 | $112,868 |
All Filings in PNW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,054,724 | 65,932 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $6,614,539 | 65,653 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $5,780,667 | 65,171 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,828,886 | 65,011 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $5,620,326 | 62,818 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $5,011,483 | 52,614 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,227,395 | 49,869 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,304,853 | 48,593 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,599,560 | 47,127 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||