1620 INVESTMENT ADVISORS, INC.
Position in PNW — Pinnacle West Capital Corp
CIK 1907281
PLYMOUTH, MA
Position in PNW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$579,619
+$37,887 QoQ
Shares Held
5,417
+0.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#344
of 723 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $3,451,336 across 16 Utilities - Regulated Electric names. PNW ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
10,600 | $1,014,526 | |
| 2 | D |
Dominion Energy, Inc
|
9,372 | $640,013 | |
| 3 | PNW |
Pinnacle West Capital Corp
This page
|
5,417 | $579,619 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
7,053 | $572,421 | |
| 5 | FTS |
Fortis Inc.
|
2,866 | $164,021 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,181 | $161,572 | |
| 7 | ETR |
Entergy Corp /De/
|
1,200 | $137,832 | |
| 8 | IDA |
Idacorp Inc
|
661 | $100,009 |
All Filings in PNW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $579,619 | 5,417 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $541,732 | 5,377 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $464,788 | 5,240 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $463,093 | 5,165 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $448,870 | 5,017 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $451,294 | 4,738 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $396,977 | 4,683 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $400,515 | 4,521 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $341,571 | 4,472 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $137,727 | 1,843 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $314,982 | 4,275 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $347,997 | 4,272 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $338,117 | 4,267 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $319,139 | 4,197 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $252,492 | 3,914 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $280,195 | 3,832 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $273,740 | 3,505 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $247,417 | 3,505 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||