Position in PNW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$200,304
New position
Shares Held
1,872
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#508
of 723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Zhang Financial LLC holds $2,962,488 across 7 Utilities - Regulated Electric names. PNW ranks #7 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,432 | $1,091,156 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
3,928 | $458,672 | |
| 3 | DTE |
Dte Energy Co
|
2,392 | $364,469 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,381 | $325,744 | |
| 5 | SO |
Southern Co
|
3,350 | $320,628 | |
| 6 | DUK |
Duke Energy CORP
|
1,592 | $201,515 | |
| 7 | PNW |
Pinnacle West Capital Corp
This page
|
1,872 | $200,304 |
All Filings in PNW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,304 | 1,872 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||