Position in PNW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$108,413,545
+$12,977,580 QoQ
Shares Held
1,076,065
+0.0% QoQ
Ownership
0.888%
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, 2026FRANKLIN RESOURCES INC holds $15,707,973,476 across 35 Utilities - Regulated Electric names. PNW ranks #23 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
46,529,576 | $4,321,667,012 | |
| 2 | PPL |
PPL Corp
|
43,836,112 | $1,674,539,476 | |
| 3 | SO |
Southern Co
|
16,809,309 | $1,622,434,501 | |
| 4 | DUK |
Duke Energy CORP
|
10,370,071 | $1,357,857,090 | |
| 5 | ETR |
Entergy Corp /De/
|
6,588,009 | $740,228,687 | |
| 6 | AEE |
Ameren Corp
|
5,682,375 | $624,606,655 | |
| 7 | XEL |
Xcel Energy Inc
|
7,767,142 | $617,021,756 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
4,434,011 | $513,325,448 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $108,413,545 | 1,076,065 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $95,435,965 | 1,075,941 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $83,540,434 | 931,747 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $82,827,029 | 925,752 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $78,484,760 | 823,987 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $70,463,704 | 831,234 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $76,502,955 | 863,562 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $66,840,976 | 875,111 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $65,968,727 | 882,761 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $80,614,680 | 1,122,142 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $86,823,258 | 1,178,383 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $98,037,108 | 1,203,500 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $100,161,814 | 1,264,031 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $108,654,618 | 1,428,914 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $90,926,457 | 1,409,494 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $207,276,772 | 2,834,748 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $254,706,277 | 3,261,284 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $225,298,712 | 3,191,652 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $255,535,503 | 3,531,447 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $323,282,874 | 3,943,917 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $333,379,295 | 4,098,086 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $339,135,665 | 4,241,847 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $301,817,984 | 4,048,531 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $257,545,603 | 3,514,062 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $106,197,477 | 1,401,207 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||