Position in PNW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,802,982
+$2,394,822 QoQ
Shares Held
166,779
+2.7% QoQ
Ownership
0.138%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,108,434,521 across 33 Utilities - Regulated Electric names. PNW ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
2,849,628 | $264,673,445 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
1,234,259 | $142,890,160 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,004,345 | $131,649,541 | |
| 4 | DUK |
Duke Energy CORP
|
808,403 | $105,852,285 | |
| 5 | SO |
Southern Co
|
1,055,529 | $101,879,656 | |
| 6 | ES |
Eversource Energy
|
430,361 | $29,815,408 | |
| 7 | ETR |
Entergy Corp /De/
|
255,940 | $28,757,416 | |
| 8 | PPL |
PPL Corp
|
737,511 | $28,172,919 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,802,982 | 166,779 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $14,408,160 | 162,437 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $15,787,241 | 176,079 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $15,429,636 | 172,456 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,727,453 | 186,115 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,824,629 | 163,084 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,470,369 | 140,765 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,178,624 | 133,263 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,847,469 | 131,774 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $8,107,071 | 112,849 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $8,694,017 | 117,997 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $9,761,023 | 119,826 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $8,968,698 | 113,184 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $7,910,287 | 104,028 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,432,420 | 99,712 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,597,982 | 90,235 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $5,118,283 | 65,535 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $4,639,950 | 65,731 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,521,051 | 62,480 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,776,883 | 58,276 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,634,671 | 56,972 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,165,888 | 64,614 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,451,602 | 59,713 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $3,564,823 | 48,640 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,119,264 | 14,768 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||