Position in PNW
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$10,276
+$1,229 QoQ
Shares Held
102
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
15 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 Mar 31, 2026Red Tortoise LLC holds $177,288 across 13 Utilities - Regulated Electric names. PNW ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
554 | $62,700 | |
| 2 | EVRG |
Evergy, Inc.
|
312 | $25,559 | |
| 3 | NEE |
Nextera Energy Inc
|
158 | $14,675 | |
| 4 | DUK |
Duke Energy CORP
|
109 | $14,272 | |
| 5 | ES |
Eversource Energy
|
181 | $12,539 | |
| 6 | PNW |
Pinnacle West Capital Corp
This page
|
102 | $10,276 | |
| 7 | AEP |
American Electric Power Co Inc
|
67 | $8,782 | |
| 8 | ETR |
Entergy Corp /De/
|
74 | $8,314 |
All Filings in PNW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,276 | 102 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $9,047 | 102 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $9,145 | 102 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $9,125 | 102 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $9,715 | 102 | Shares | Other | 2025-04-25 | |
| 2024-12-31 | $8,646 | 102 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $9,036 | 102 | Shares | Other | 2024-10-28 | |
| 2024-06-30 | $7,790 | 102 | Shares | Other | 2024-07-31 | |
| 2024-03-31 | $7,622 | 102 | Shares | Other | 2024-04-19 | |
| 2023-12-31 | $7,327 | 102 | Shares | Other | 2024-01-31 | |
| 2023-09-30 | $7,515 | 102 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $8,308 | 102 | Shares | Other | 2023-07-26 | |
| 2023-03-31 | $8,161 | 103 | Shares | Other | 2023-05-16 | |
| 2022-12-31 | $7,832 | 103 | Shares | Other | 2023-02-01 | |
| 2021-09-30 | $7,670 | 106 | Shares | Other | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||