Position in PNW
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$272,327
-$1,077,864 QoQ
Shares Held
2,703
-82.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026R Squared Ltd holds $8,985,338 across 10 Utilities - Regulated Electric names. PNW ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXNM |
Txnm Energy Inc
|
76,056 | $4,446,233 | |
| 2 | D |
Dominion Energy, Inc
|
14,495 | $896,080 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,709 | $879,415 | |
| 4 | FE |
Firstenergy Corp
|
13,670 | $692,522 | |
| 5 | OGE |
Oge Energy Corp.
|
11,529 | $552,930 | |
| 6 | PPL |
PPL Corp
|
14,439 | $551,569 | |
| 7 | ED |
Consolidated Edison Inc
|
2,522 | $285,439 | |
| 8 | PNW |
Pinnacle West Capital Corp
This page
|
2,703 | $272,327 |
All Filings in PNW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $272,327 | 2,703 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,350,191 | 15,222 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,831,574 | 20,428 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,234,149 | 13,794 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $738,187 | 7,750 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $409,439 | 4,830 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||