FORTEM FINANCIAL GROUP, LLC
Position in PNW — Pinnacle West Capital Corp
CIK 1766509
PALM DESERT, CA
Position in PNW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,059,451
+$350,586 QoQ
Shares Held
28,593
+6.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#185
of 729 holders
Holding Since
Sep 2024
8 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, 2026FORTEM FINANCIAL GROUP, LLC holds $4,272,320 across 3 Utilities - Regulated Electric names. PNW ranks #1 (71.6% of the industry book) .
All Filings in PNW
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,059,451 | 28,593 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,708,865 | 26,887 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,718,651 | 19,376 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,643,826 | 18,334 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,453,171 | 16,242 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $943,546 | 9,906 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $484,630 | 5,717 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $495,483 | 5,593 | Shares | Sole | 2024-11-18 | |
| No filing history on record for this holder in this stock. | ||||||