Financial Gravity Asset Management, Inc.
Position in PNW — Pinnacle West Capital Corp
CIK 1741736
Lakeway, TX
Position in PNW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$109,313
+$13,074 QoQ
Shares Held
1,085
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $1,350,910 across 9 Utilities - Regulated Electric names. PNW ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
5,970 | $554,493 | |
| 2 | XEL |
Xcel Energy Inc
|
4,652 | $369,554 | |
| 3 | PNW |
Pinnacle West Capital Corp
This page
|
1,085 | $109,313 | |
| 4 | D |
Dominion Energy, Inc
|
1,757 | $108,617 | |
| 5 | SO |
Southern Co
|
1,087 | $104,917 | |
| 6 | ED |
Consolidated Edison Inc
|
600 | $67,908 | |
| 7 | DUK |
Duke Energy CORP
|
134 | $17,545 | |
| 8 | EIX |
Edison International
|
200 | $14,636 |
All Filings in PNW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $109,313 | 1,085 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $96,239 | 1,085 | Shares | Sole | 2026-02-13 | |
| 2024-03-31 | $5,305 | 71 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $5,244 | 73 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $26,147 | 355 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $6,598 | 81 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,259 | 79 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $44 | 76 | Shares | Sole | 2023-02-15 | |
| 2020-03-31 | $378 | 5 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||