Wealthcare Advisory Partners LLC
Position in PNW — Pinnacle West Capital Corp
CIK 1683059
WEST CHESTER, PA
Position in PNW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,998,867
+$223,249 QoQ
Shares Held
18,681
+6.0% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#217
of 729 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wealthcare Advisory Partners LLC holds $21,287,967 across 13 Utilities - Regulated Electric names. PNW ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
50,770 | $4,859,196 | |
| 2 | DUK |
Duke Energy CORP
|
18,403 | $2,329,451 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,282 | $2,227,540 | |
| 4 | NEE |
Nextera Energy Inc
|
25,002 | $2,194,425 | |
| 5 | PNW |
Pinnacle West Capital Corp
This page
|
18,681 | $1,998,867 | |
| 6 | ETR |
Entergy Corp /De/
|
13,132 | $1,508,341 | |
| 7 | EXC |
Exelon Corp
|
31,766 | $1,480,930 | |
| 8 | ED |
Consolidated Edison Inc
|
10,209 | $1,129,421 |
All Filings in PNW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,998,867 | 18,681 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,775,618 | 17,624 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,487,587 | 16,771 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,475,803 | 16,460 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,329,613 | 14,861 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,229,296 | 12,906 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $924,332 | 10,904 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||