Position in PNW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$135,604,964
+$18,635,300 QoQ
Shares Held
1,345,955
+2.1% QoQ
Ownership
1.11%
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 84%
Shared 11%
None 5%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $4,601,957,409 across 38 Utilities - Regulated Electric names. PNW ranks #16 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,829,027 | $448,520,026 | |
| 2 | DUK |
Duke Energy CORP
|
2,092,284 | $273,963,665 | |
| 3 | SO |
Southern Co
|
2,655,044 | $256,264,844 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,793,510 | $235,093,289 | |
| 5 | ETR |
Entergy Corp /De/
|
1,841,587 | $206,920,712 | |
| 6 | EXC |
Exelon Corp
|
3,765,827 | $184,600,837 | |
| 7 | ED |
Consolidated Edison Inc
|
1,447,524 | $163,830,764 | |
| 8 | XEL |
Xcel Energy Inc
|
2,052,030 | $163,013,262 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $135,604,964 | 1,345,955 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $116,969,664 | 1,318,711 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $113,478,266 | 1,265,651 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $103,075,343 | 1,152,066 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $105,209,338 | 1,104,560 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $84,251,714 | 993,886 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $84,199,123 | 950,436 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $64,551,561 | 845,137 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $48,150,106 | 644,321 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $40,656,194 | 565,927 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $45,397,857 | 616,149 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $48,882,922 | 600,085 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $46,089,309 | 581,642 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $43,479,517 | 571,798 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $36,197,462 | 561,114 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $38,433,331 | 525,620 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $38,621,621 | 494,515 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $32,682,393 | 462,989 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $33,801,816 | 467,134 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $38,148,182 | 465,392 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $37,969,380 | 466,741 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $37,743,195 | 472,085 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $34,338,624 | 460,612 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $33,018,977 | 450,525 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $32,959,327 | 434,877 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||