Carl P. Sherr & Co., LLC

Position in PNW — Pinnacle West Capital Corp

CIK 1818535 WORCESTER, MA

Position in PNW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$256,800

+$15,000 QoQ

Shares Held

2,400

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#464

of 723 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Carl P. Sherr & Co., LLC holds $2,038,321 across 4 Utilities - Regulated Electric names. PNW ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	10,963	$962,222
2	WEC	Wec Energy Group, Inc.	4,186	$488,799
3	DUK	Duke Energy CORP	2,611	$330,500
4	PNW	Pinnacle West Capital Corp This page	2,400	$256,800

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,800	2,400	0.0%	Shares	Sole	2026-08-03
2026-03-31	$241,800	2,400	0.0%	Shares	Sole	2026-05-07
2025-12-31	$212,880	2,400	0.0%	Shares	Sole	2026-02-09
2025-09-30	$215,184	2,400	0.0%	Shares	Sole	2025-11-03
2025-06-30	$214,728	2,400	0.0%	Shares	Sole	2025-08-08
2025-03-31	$228,600	2,400	0.0%	Shares	Sole	2025-05-08
2024-12-31	$203,448	2,400	—	Shares	Sole	2025-02-03
No filing history on record for this holder in this stock.