Position in PNW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$104,860
+$9,652 QoQ
Shares Held
980
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#540
of 729 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Y.D. More Investments Ltd holds $1,388,255 across 13 Utilities - Regulated Electric names. PNW ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
6,770 | $594,202 | |
| 2 | D |
Dominion Energy, Inc
|
1,691 | $115,478 | |
| 3 | ETR |
Entergy Corp /De/
|
972 | $111,643 | |
| 4 | PNW |
Pinnacle West Capital Corp
This page
|
980 | $104,860 | |
| 5 | ES |
Eversource Energy
|
1,415 | $102,262 | |
| 6 | EVRG |
Evergy, Inc.
|
1,093 | $94,467 | |
| 7 | FE |
Firstenergy Corp
|
1,876 | $89,185 | |
| 8 | DTE |
Dte Energy Co
|
567 | $86,393 |
All Filings in PNW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,860 | 980 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $95,208 | 945 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $83,910 | 946 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $112,433 | 1,254 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $144,941 | 1,620 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $123,253 | 1,294 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $123,848 | 1,461 | Shares | Defined | 2025-01-27 | |
| 2024-09-30 | $146,616 | 1,655 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $122,742 | 1,607 | Shares | Defined | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||