Position in PNW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,163,713
+$843,251 QoQ
Shares Held
48,259
+12.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#7
of 87 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CWA Asset Management Group, LLC holds $76,403,845 across 18 Utilities - Regulated Electric names. PNW ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
214,338 | $20,514,289 | |
| 2 | DUK |
Duke Energy CORP
|
131,791 | $16,682,104 | |
| 3 | EIX |
Edison International
|
77,835 | $5,794,815 | |
| 4 | ETR |
Entergy Corp /De/
|
50,406 | $5,789,633 | |
| 5 | POR |
Portland General Electric Co /Or/
|
100,356 | $5,201,451 | |
| 6 | PNW |
Pinnacle West Capital Corp
This page
|
48,259 | $5,163,713 | |
| 7 | ES |
Eversource Energy
|
64,962 | $4,694,803 | |
| 8 | NEE |
Nextera Energy Inc
|
49,310 | $4,327,938 |
All Filings in PNW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,163,713 | 48,259 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,320,462 | 42,883 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,118,514 | 35,158 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,686,213 | 29,960 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,337,314 | 26,124 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,877,663 | 19,713 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,311,137 | 15,467 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $1,167,881 | 13,183 | Shares | Sole | 2024-11-01 | |
| 2024-03-31 | $513,170 | 6,867 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||