Bernard Wealth Management Corp.

Position in PNW — Pinnacle West Capital Corp

CIK 2056313 ROYAL OAK, MI

Position in PNW

as of Jun 30, 2026 · filed Aug 21, 2026 Compact

Position Value

$10,700

New position

Shares Held

100

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#630

of 723 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bernard Wealth Management Corp. holds $1,974,816 across 6 Utilities - Regulated Electric names. PNW ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DTE	Dte Energy Co	12,073	$1,839,563
2	CMS	Cms Energy Corp	962	$73,593
3	FE	Firstenergy Corp	828	$39,363
4	FTS	Fortis Inc.	195	$11,159
5	PNW	Pinnacle West Capital Corp This page	100	$10,700
6	NEE	Nextera Energy Inc	5	$438

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,700	100	—	Shares	Sole	2026-08-21
No filing history on record for this holder in this stock.