Position in PNW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$280,126
+$18,579 QoQ
Shares Held
2,618
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#450
of 723 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Crewe Advisors LLC holds $3,321,377 across 23 Utilities - Regulated Electric names. PNW ranks #5 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
5,391 | $682,392 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
4,494 | $524,764 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
|
5,970 | $427,571 | |
| 4 | NEE |
Nextera Energy Inc
|
3,830 | $336,159 | |
| 5 | PNW |
Pinnacle West Capital Corp
This page
|
2,618 | $280,126 | |
| 6 | PPL |
PPL Corp
|
7,270 | $264,264 | |
| 7 | ETR |
Entergy Corp /De/
|
1,456 | $167,236 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,172 | $160,341 |
All Filings in PNW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,126 | 2,618 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $261,547 | 2,596 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $230,265 | 2,596 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $231,322 | 2,580 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $229,401 | 2,564 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $242,697 | 2,548 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $214,807 | 2,534 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $97,449 | 1,100 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $60,340 | 790 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $59,036 | 790 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $56,897 | 792 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $58,207 | 790 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $64,353 | 790 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $62,599 | 790 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $60,071 | 790 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $51,930 | 805 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $58,861 | 805 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $61,699 | 790 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||