Position in PNW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,701,322
+$2,411,667 QoQ
Shares Held
25,246
+730.2% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#200
of 723 holders
Holding Since
Dec 2020
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, 2026Inspire Advisors, LLC holds $21,803,056 across 18 Utilities - Regulated Electric names. PNW ranks #4 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
37,262 | $3,220,554 | |
| 2 | ES |
Eversource Energy
|
42,667 | $3,083,544 | |
| 3 | EIX |
Edison International
|
37,060 | $2,759,117 | |
| 4 | PNW |
Pinnacle West Capital Corp
This page
|
25,246 | $2,701,322 | |
| 5 | NEE |
Nextera Energy Inc
|
20,747 | $1,820,964 | |
| 6 | D |
Dominion Energy, Inc
|
22,474 | $1,534,749 | |
| 7 | DUK |
Duke Energy CORP
|
11,961 | $1,514,023 | |
| 8 | ETR |
Entergy Corp /De/
|
12,140 | $1,394,400 |
All Filings in PNW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,701,322 | 25,246 | Shares | Defined | 2026-08-13 | |
| 2025-03-31 | $289,655 | 3,041 | Shares | Sole | 2025-05-07 | |
| 2023-03-31 | $804,206 | 10,149 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $673,030 | 8,851 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $378,867 | 5,873 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $232,960 | 3,186 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $250,388 | 3,206 | Shares | Defined | 2022-04-21 | |
| 2020-12-31 | $32,859 | 411 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||