Prestige Wealth Management Group LLC
Position in PNW — Pinnacle West Capital Corp
CIK 1772715
FLEMINGTON, NJ
Position in PNW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$109,675
+$6,407 QoQ
Shares Held
1,025
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#533
of 729 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $4,149,000 across 24 Utilities - Regulated Electric names. PNW ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,028 | $1,406,776 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
16,897 | $1,371,360 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,668 | $501,818 | |
| 4 | ETR |
Entergy Corp /De/
|
1,533 | $176,080 | |
| 5 | PPL |
PPL Corp
|
3,946 | $143,437 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
976 | $113,966 | |
| 7 | PNW |
Pinnacle West Capital Corp
This page
|
1,025 | $109,675 | |
| 8 | EXC |
Exelon Corp
|
1,568 | $73,099 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,675 | 1,025 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $103,268 | 1,025 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $90,917 | 1,025 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $92,797 | 1,035 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $92,600 | 1,035 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $98,583 | 1,035 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $847 | 10 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $885 | 10 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $763 | 10 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $747 | 10 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $718 | 10 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $736 | 10 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $17,350 | 213 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $16,877 | 213 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $16,196 | 213 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $14,062 | 218 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $15,574 | 213 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $16,635 | 213 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $15,034 | 213 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $15,412 | 213 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $17,458 | 213 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $17,327 | 213 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $17,028 | 213 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $15,879 | 213 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $17,003 | 232 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $18,113 | 239 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||