Position in PNW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,127,075
+$132,282 QoQ
Shares Held
29,225
-1.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#182
of 723 holders
Holding Since
Sep 2022
16 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, 2026ROMANO BROTHERS AND COMPANY holds $31,691,592 across 13 Utilities - Regulated Electric names. PNW ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
80,941 | $10,245,511 | |
| 2 | AEP |
American Electric Power Co Inc
|
45,905 | $6,280,263 | |
| 3 | NEE |
Nextera Energy Inc
|
36,691 | $3,220,369 | |
| 4 | PNW |
Pinnacle West Capital Corp
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|
29,225 | $3,127,075 | |
| 5 | ETR |
Entergy Corp /De/
|
26,904 | $3,090,193 | |
| 6 | SO |
Southern Co
|
16,836 | $1,611,373 | |
| 7 | NGG |
National Grid PLC
|
11,959 | $991,042 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
7,499 | $875,658 |
All Filings in PNW
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,127,075 | 29,225 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,994,793 | 29,725 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,658,782 | 29,975 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,678,592 | 29,875 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,323,983 | 25,975 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,616,993 | 27,475 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,532,503 | 29,875 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $2,699,780 | 30,475 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,029,798 | 26,575 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,281,133 | 30,525 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,192,916 | 30,525 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $2,220,715 | 30,140 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $2,626,270 | 32,240 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $2,364,521 | 29,840 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $2,394,499 | 31,490 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $2,272,364 | 35,225 | Shares | Sole | 2022-10-18 | |
| No filing history on record for this holder in this stock. | ||||||