Position in PNW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$74,986,309
+$6,860,718 QoQ
Shares Held
744,281
-3.1% QoQ
Ownership
0.614%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026BARCLAYS PLC holds $5,338,962,895 across 38 Utilities - Regulated Electric names. PNW ranks #20 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,367,590 | $1,358,983,696 | |
| 2 | PPL |
PPL Corp
|
13,385,498 | $511,326,022 | |
| 3 | SO |
Southern Co
|
4,564,491 | $440,564,669 | |
| 4 | NEE |
Nextera Energy Inc
|
3,958,258 | $367,643,001 | |
| 5 | DUK |
Duke Energy CORP
|
2,635,465 | $345,087,785 | |
| 6 | DTE |
Dte Energy Co
|
1,814,684 | $265,343,093 | |
| 7 | CMS |
Cms Energy Corp
|
2,995,363 | $232,380,261 | |
| 8 | EXC |
Exelon Corp
|
3,673,767 | $180,088,056 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,986,309 | 744,281 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $68,125,591 | 768,045 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $68,175,042 | 760,373 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $50,506,529 | 564,508 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $64,186,782 | 673,877 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $43,274,574 | 510,494 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $18,015,925 | 203,363 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $14,433,603 | 188,971 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $15,690,160 | 209,958 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $14,452,554 | 201,177 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $24,464,927 | 332,043 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $13,566,998 | 166,548 | Shares | Defined | 2026-03-27 | |
| 2023-03-31 | $3,834,105 | 48,386 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $7,425,152 | 97,648 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $6,613,563 | 102,520 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,066,765 | 82,970 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,910,997 | 75,685 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,583,861 | 135,768 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $15,703,565 | 217,020 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $17,229,764 | 210,196 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $17,763,991 | 218,365 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $13,126,989 | 164,190 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,255,367 | 110,736 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $5,370,177 | 73,273 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $7,643,267 | 100,848 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||