Position in PNW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,582,209
+$197,804 QoQ
Shares Held
14,787
+7.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#240
of 723 holders
Holding Since
Dec 2021
19 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, 2026NovaPoint Capital, LLC holds $11,077,210 across 6 Utilities - Regulated Electric names. PNW ranks #5 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,974 | $2,104,197 | |
| 2 | D |
Dominion Energy, Inc
|
30,742 | $2,099,371 | |
| 3 | SO |
Southern Co
|
20,713 | $1,982,441 | |
| 4 | AEP |
American Electric Power Co Inc
|
12,652 | $1,730,920 | |
| 5 | PNW |
Pinnacle West Capital Corp
This page
|
14,787 | $1,582,209 | |
| 6 | DUK |
Duke Energy CORP
|
12,467 | $1,578,072 |
All Filings in PNW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,582,209 | 14,787 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,384,405 | 13,741 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,110,435 | 12,519 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,071,437 | 11,950 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $917,693 | 10,257 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $955,548 | 10,032 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $814,554 | 9,609 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $810,775 | 9,152 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $658,471 | 8,621 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $591,039 | 7,909 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $690,310 | 9,609 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $904,864 | 12,281 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $960,250 | 11,788 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $925,047 | 11,674 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $688,998 | 9,061 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $550,270 | 8,530 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $577,574 | 7,899 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $270,382 | 3,462 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $233,017 | 3,301 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||