Position in PNW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,392,712
-$61,916 QoQ
Shares Held
13,016
-9.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#251
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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. PNW ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
This page
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
|
12,032 | $1,360,097 |
All Filings in PNW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,392,712 | 13,016 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,454,628 | 14,438 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||