SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

Position in PNW — Pinnacle West Capital Corp

CIK 2016209 CINCINNATI, OH

Back to PNW Full portfolio

Position in PNW

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$282,100

+$33,740 QoQ

Shares Held

2,800

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.49%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Common Shares in PNW Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Mar 31, 2026

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds $1,520,728 across 4 Utilities - Regulated Electric names. PNW ranks #4 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	4,884	$471,403
2	DUK	Duke Energy CORP	3,448	$451,481
3	LNT	Alliant Energy Corp	4,400	$315,744
4	PNW	Pinnacle West Capital Corp This page	2,800	$282,100

All Filings in PNW

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$282,100	2,800	0.0%	Shares	Sole	2026-05-06
2025-12-31	$248,360	2,800	0.0%	Shares	Sole	2026-01-20
2025-09-30	$251,048	2,800	0.0%	Shares	Sole	2025-11-06
2025-06-30	$250,516	2,800	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.