Marshall Financial Group, LLC
Position in PNW — Pinnacle West Capital Corp
CIK 1841496
Hunt Valley, MD
Position in PNW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$641,572
+$37,475 QoQ
Shares Held
5,996
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#337
of 729 holders
Holding Since
Jun 2025
5 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, 2026Marshall Financial Group, LLC holds $8,894,311 across 6 Utilities - Regulated Electric names. PNW ranks #4 (7.2% of the industry book) .
All Filings in PNW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $641,572 | 5,996 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $604,097 | 5,996 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $531,845 | 5,996 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $537,601 | 5,996 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $536,462 | 5,996 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||