Position in PNW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$462,240
+$27,000 QoQ
Shares Held
4,320
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#380
of 723 holders
Holding Since
Dec 2025
3 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, 2026Truvestments Capital LLC holds $13,339,411 across 22 Utilities - Regulated Electric names. PNW ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
74,562 | $6,544,306 | |
| 2 | D |
Dominion Energy, Inc
|
35,597 | $2,430,919 | |
| 3 | AEP |
American Electric Power Co Inc
|
14,885 | $2,036,416 | |
| 4 | DUK |
Duke Energy CORP
|
4,392 | $555,939 | |
| 5 | SO |
Southern Co
|
4,912 | $470,127 | |
| 6 | PNW |
Pinnacle West Capital Corp
This page
|
4,320 | $462,240 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
3,313 | $268,883 | |
| 8 | ETR |
Entergy Corp /De/
|
833 | $95,678 |
All Filings in PNW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $462,240 | 4,320 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $435,240 | 4,320 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $383,184 | 4,320 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||