BFSG, LLC

Position in PNW — Pinnacle West Capital Corp

CIK 1706836 IRVINE, CA

Position in PNW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,913,097

+$226,252 QoQ

Shares Held

36,571

-0.1% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

#164

of 723 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BFSG, LLC holds $31,582,876 across 18 Utilities - Regulated Electric names. PNW ranks #4 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	74,241	$7,105,606
2	NEE	Nextera Energy Inc	76,001	$6,670,607
3	ES	Eversource Energy	58,477	$4,226,132
4	PNW	Pinnacle West Capital Corp This page	36,571	$3,913,097
5	EXC	Exelon Corp	59,529	$2,775,241
6	DUK	Duke Energy CORP	14,406	$1,823,511
7	AEP	American Electric Power Co Inc	10,955	$1,498,753
8	EMA	Emera Inc	27,894	$1,478,939

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,913,097	36,571	-0.1%	Shares	Sole	2026-07-20
2026-03-31	$3,686,845	36,594	-0.1%	Shares	Sole	2026-04-29
2025-12-31	$3,247,573	36,613	-0.2%	Shares	Sole	2026-01-22
2025-09-30	$3,290,342	36,698	+2.2%	Shares	Sole	2025-10-29
2025-06-30	$3,214,209	35,925	-0.1%	Shares	Sole	2025-07-15
2025-03-31	$3,424,904	35,957	-0.7%	Shares	Sole	2025-04-18
2024-12-31	$3,068,504	36,198	-1.0%	Shares	Sole	2025-01-31
2024-09-30	$3,237,610	36,546	-1.2%	Shares	Sole	2024-10-16
2024-06-30	$2,825,296	36,990	+1063.2%	Shares	Sole	2024-07-29
2024-03-31	$237,641	3,180	-29.5%	Shares	Sole	2024-04-23
2023-12-31	$323,998	4,510	-15.3%	Shares	Sole	2024-04-23
2023-09-30	$392,198	5,323	+27.9%	Shares	Sole	2023-10-20
2023-06-30	$339,117	4,163	-1.2%	Shares	Sole	2023-08-07
2023-03-31	$333,838	4,213	0.0%	Shares	Sole	2023-05-10
2022-12-31	$320,356	4,213	-0.8%	Shares	Sole	2023-02-02
2022-09-30	$274,038	4,248	-3.2%	Shares	Sole	2022-11-07
2022-06-30	$320,850	4,388	-2.4%	Shares	Sole	2022-08-04
2022-03-31	$351,293	4,498	-49.3%	Shares	Sole	2022-05-04
2021-12-31	$626,345	8,873	-91.4%	Shares	Sole	2022-01-24
2021-09-30	$7,453,658	103,008	-0.8%	Shares	Sole	2021-11-03
2021-06-30	$8,512,338	103,847	+2.5%	Shares	Sole	2021-07-29
2021-03-31	$8,240,592	101,298	-1.1%	Shares	Sole	2021-04-26
2020-12-31	$8,186,480	102,395	+0.3%	Shares	Sole	2021-01-26
2020-09-30	$7,609,691	102,075	+420.4%	Shares	Sole	2020-11-04
2020-06-30	$1,437,583	19,615	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.