Position in PNW
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$252,413
+$28,950 QoQ
Shares Held
2,359
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#467
of 723 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Southland Equity Partners LLC holds $4,152,142 across 8 Utilities - Regulated Electric names. PNW ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
10,448 | $917,020 | |
| 2 | EIX |
Edison International
|
9,698 | $722,016 | |
| 3 | AEP |
American Electric Power Co Inc
|
4,869 | $666,127 | |
| 4 | DUK |
Duke Energy CORP
|
4,815 | $609,482 | |
| 5 | SO |
Southern Co
|
4,293 | $410,883 | |
| 6 | ED |
Consolidated Edison Inc
|
3,255 | $360,100 | |
| 7 | PNW |
Pinnacle West Capital Corp
This page
|
2,359 | $252,413 | |
| 8 | PPL |
PPL Corp
|
5,890 | $214,101 |
All Filings in PNW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,413 | 2,359 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $223,463 | 2,218 | Shares | Sole | 2026-04-14 | |
| No filing history on record for this holder in this stock. | ||||||