Optimize Financial Inc

Position in PNW — Pinnacle West Capital Corp

CIK 2033266 LAGUNA HILLS, CA

Position in PNW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$213,287

New position

Shares Held

2,117

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Mar 31, 2026

Optimize Financial Inc holds $1,061,288 across 5 Utilities - Regulated Electric names. PNW ranks #3 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EIX	Edison International	3,022	$221,149
2	AEE	Ameren Corp	1,944	$213,684
3	PNW	Pinnacle West Capital Corp This page	2,117	$213,287
4	DTE	Dte Energy Co	1,445	$211,287
5	ES	Eversource Energy	2,914	$201,881

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$213,287	2,117	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.