Position in PNW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$85,421,088
+$10,118,339 QoQ
Shares Held
847,852
-0.1% QoQ
Ownership
0.700%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $17,431,210,044 across 41 Utilities - Regulated Electric names. PNW ranks #27 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,352,695 | $2,912,038,307 | |
| 2 | XEL |
Xcel Energy Inc
|
29,441,811 | $2,338,857,461 | |
| 3 | ETR |
Entergy Corp /De/
|
17,369,775 | $1,951,667,915 | |
| 4 | DUK |
Duke Energy CORP
|
9,348,566 | $1,224,101,228 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
14,249,114 | $1,153,465,774 | |
| 6 | D |
Dominion Energy, Inc
|
15,930,241 | $984,807,495 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
7,970,050 | $922,692,685 | |
| 8 | SO |
Southern Co
|
8,380,592 | $808,894,735 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $85,421,088 | 847,852 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $75,302,749 | 848,960 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $94,051,363 | 1,048,978 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $75,464,541 | 843,462 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $90,151,931 | 946,477 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $71,672,437 | 845,493 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $50,056,269 | 565,033 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $44,250,749 | 579,350 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,568,532 | 248,475 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,132,340 | 252,399 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,335,751 | 208,140 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $18,190,178 | 223,302 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $33,962,815 | 428,607 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,859,969 | 248,027 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $14,611,704 | 226,503 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $20,323,188 | 277,943 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $18,515,867 | 237,079 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,788,381 | 351,160 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $33,931,989 | 468,933 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $77,183,768 | 941,610 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $37,915,930 | 466,084 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $40,234,835 | 503,250 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $28,808,653 | 386,434 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $26,162,181 | 356,968 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,120,529 | 437,004 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||