Position in PNW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,387,041
+$159,503 QoQ
Shares Held
12,963
+6.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#252
of 723 holders
Holding Since
Mar 2025
4 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, 2026RIA Advisory Group LLC holds $16,896,837 across 13 Utilities - Regulated Electric names. PNW ranks #5 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
13,412 | $1,834,895 | |
| 2 | EXC |
Exelon Corp
|
37,726 | $1,758,786 | |
| 3 | XEL |
Xcel Energy Inc
|
18,892 | $1,517,027 | |
| 4 | LNT |
Alliant Energy Corp
|
19,688 | $1,501,997 | |
| 5 | PNW |
Pinnacle West Capital Corp
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|
12,963 | $1,387,041 | |
| 6 | DUK |
Duke Energy CORP
|
10,834 | $1,371,367 | |
| 7 | EVRG |
Evergy, Inc.
|
15,735 | $1,359,976 | |
| 8 | CMS |
Cms Energy Corp
|
16,682 | $1,276,173 |
All Filings in PNW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,387,041 | 12,963 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,227,538 | 12,184 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $982,175 | 11,073 | Shares | Sole | 2026-02-02 | |
| 2025-03-31 | $703,611 | 7,387 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||