Position in PNW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$23,155,121
+$4,086,697 QoQ
Shares Held
216,403
+14.3% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#74
of 730 holders
Holding Since
Jun 2020
23 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, 2026AE Wealth Management LLC holds $414,672,322 across 27 Utilities - Regulated Electric names. PNW ranks #10 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
371,977 | $50,890,137 | |
| 2 | D |
Dominion Energy, Inc
|
472,104 | $32,239,945 | |
| 3 | ES |
Eversource Energy
|
443,297 | $32,037,042 | |
| 4 | CMS |
Cms Energy Corp
|
400,653 | $30,649,933 | |
| 5 | EIX |
Edison International
|
389,463 | $28,995,491 | |
| 6 | EXC |
Exelon Corp
|
581,581 | $27,113,268 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
230,106 | $26,869,439 | |
| 8 | LNT |
Alliant Energy Corp
|
340,356 | $25,965,730 |
All Filings in PNW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,155,121 | 216,403 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $19,068,424 | 189,265 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $14,155,079 | 159,584 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $13,657,976 | 152,331 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $12,489,899 | 139,599 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $278,984 | 2,929 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $236,673 | 2,792 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $441,933 | 5,786 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $344,041 | 4,789 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $351,969 | 4,777 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $424,813 | 5,215 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $444,774 | 5,613 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $356,247 | 4,685 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $245,008 | 3,798 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,637,760 | 90,779 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,299,014 | 55,045 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,933,438 | 41,556 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,438,170 | 33,695 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,076,300 | 25,330 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,157,610 | 14,230 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $925,900 | 11,581 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $861,872 | 11,561 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $836,238 | 11,410 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||