TriaGen Wealth Management LLC
Position in PNW — Pinnacle West Capital Corp
CIK 1843848
Calabasas, CA
Position in PNW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$265,039
+$15,482 QoQ
Shares Held
2,477
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#460
of 723 holders
Holding Since
Dec 2020
12 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, 2026TriaGen Wealth Management LLC holds $5,832,016 across 5 Utilities - Regulated Electric names. PNW ranks #4 (4.5% of the industry book) .
All Filings in PNW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,039 | 2,477 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $249,557 | 2,477 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $219,709 | 2,477 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $222,087 | 2,477 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $221,617 | 2,477 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $235,934 | 2,477 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $209,975 | 2,477 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $219,437 | 2,477 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $201,776 | 2,477 | Shares | Sole | 2023-08-08 | |
| 2021-06-30 | $203,039 | 2,477 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $201,503 | 2,477 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $201,953 | 2,526 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||