Position in PNW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,018,533
+$393,783 QoQ
Shares Held
9,519
+53.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#280
of 723 holders
Holding Since
Mar 2026
2 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, 2026PFG Advisors holds $4,711,080 across 11 Utilities - Regulated Electric names. PNW ranks #1 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
This page
|
9,519 | $1,018,533 | |
| 2 | NEE |
Nextera Energy Inc
|
8,364 | $734,108 | |
| 3 | IDA |
Idacorp Inc
|
4,760 | $720,188 | |
| 4 | DUK |
Duke Energy CORP
|
4,135 | $523,408 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
3,424 | $399,820 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,575 | $352,285 | |
| 7 | CNP |
Centerpoint Energy Inc
|
6,148 | $270,757 | |
| 8 | XEL |
Xcel Energy Inc
|
3,020 | $242,506 |
All Filings in PNW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,533 | 9,519 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $624,750 | 6,201 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||