Position in PNW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,576,132
+$184,731 QoQ
Shares Held
24,076
+1.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#204
of 723 holders
Holding Since
Mar 2020
26 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, 2026Parcion Private Wealth LLC holds $16,652,101 across 17 Utilities - Regulated Electric names. PNW ranks #1 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
This page
|
24,076 | $2,576,132 | |
| 2 | DUK |
Duke Energy CORP
|
14,810 | $1,874,649 | |
| 3 | EIX |
Edison International
|
22,418 | $1,669,020 | |
| 4 | PCG |
PG&E Corp
|
97,381 | $1,637,948 | |
| 5 | DTE |
Dte Energy Co
|
8,651 | $1,318,152 | |
| 6 | ES |
Eversource Energy
|
17,969 | $1,298,619 | |
| 7 | AEP |
American Electric Power Co Inc
|
8,378 | $1,146,194 | |
| 8 | ETR |
Entergy Corp /De/
|
8,261 | $948,858 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,576,132 | 24,076 | Shares | Other | 2026-07-27 | |
| 2026-03-31 | $2,391,401 | 23,736 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $2,092,521 | 23,591 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $2,077,959 | 23,176 | Shares | Other | 2025-10-14 | |
| 2025-06-30 | $2,054,856 | 22,967 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $2,180,367 | 22,891 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $1,940,469 | 22,891 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $2,027,912 | 22,891 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $1,748,566 | 22,893 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $1,710,644 | 22,891 | Shares | Other | 2024-04-24 | |
| 2023-12-31 | $1,630,121 | 22,691 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,671,872 | 22,691 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,848,408 | 22,691 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,798,034 | 22,691 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,725,423 | 22,691 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,462,505 | 22,671 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,656,606 | 22,656 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,768,262 | 22,641 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,598,228 | 22,641 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,638,302 | 22,641 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,855,882 | 22,641 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,841,845 | 22,641 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $1,810,147 | 22,641 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,687,886 | 22,641 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $1,659,358 | 22,641 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,715,961 | 22,641 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||