Lakeshore Financial Planning, Inc.

Position in PNW — Pinnacle West Capital Corp

CIK 2000571 St. Clair Shores, MI

Position in PNW

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$226,947

New position

Shares Held

2,121

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#486

of 723 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Lakeshore Financial Planning, Inc. holds $2,303,816 across 4 Utilities - Regulated Electric names. PNW ranks #4 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	6,023	$917,724
2	SO	Southern Co	8,386	$802,624
3	NEE	Nextera Energy Inc	4,062	$356,521
4	PNW	Pinnacle West Capital Corp This page	2,121	$226,947

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,947	2,121	—	Shares	Sole	2026-07-13
No filing history on record for this holder in this stock.