Position in PNW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$56,277,536
+$31,550,996 QoQ
Shares Held
558,586
+100.4% QoQ
Ownership
0.461%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,489,271,617 across 42 Utilities - Regulated Electric names. PNW ranks #28 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
111,988,240 | $10,401,467,722 | |
| 2 | SO |
Southern Co
|
43,337,750 | $4,182,959,620 | |
| 3 | ETR |
Entergy Corp /De/
|
27,432,884 | $3,082,358,839 | |
| 4 | XEL |
Xcel Energy Inc
|
28,698,967 | $2,279,845,930 | |
| 5 | D |
Dominion Energy, Inc
|
22,379,238 | $1,383,484,483 | |
| 6 | CMS |
Cms Energy Corp
|
15,839,684 | $1,228,842,674 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,526,693 | $639,825,241 | |
| 8 | DUK |
Duke Energy CORP
|
4,036,727 | $528,569,023 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,277,536 | 558,586 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $24,726,540 | 278,766 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $35,473,525 | 395,645 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $47,905,362 | 535,435 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $57,110,847 | 599,589 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $39,076,168 | 460,967 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $61,122,220 | 689,945 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $55,544,905 | 727,218 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $48,272,882 | 645,964 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $57,406,476 | 799,088 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $52,001,202 | 705,771 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $67,360,980 | 826,921 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $61,638,969 | 777,877 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $63,005,143 | 828,579 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $43,108,094 | 668,239 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $60,159,914 | 822,756 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $74,057,461 | 948,239 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $58,939,326 | 834,953 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $58,860,223 | 813,436 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $60,332,375 | 736,030 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $52,114,839 | 640,625 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $58,108,375 | 726,809 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $33,342,703 | 447,253 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $23,758,340 | 324,169 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $22,608,682 | 298,307 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||