Position in PNW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$17,612,409
+$4,020,111 QoQ
Shares Held
174,813
+14.1% QoQ
Ownership
0.144%
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 94%
Shared 0%
None 6%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $7,265,888,085 across 40 Utilities - Regulated Electric names. PNW ranks #25 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,493,032 | $2,646,432,810 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,560,214 | $991,015,972 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,940,226 | $516,484,822 | |
| 4 | DUK |
Duke Energy CORP
|
3,886,189 | $508,857,584 | |
| 5 | CMS |
Cms Energy Corp
|
5,422,074 | $420,644,498 | |
| 6 | SO |
Southern Co
|
4,254,837 | $410,676,865 | |
| 7 | AEE |
Ameren Corp
|
2,960,614 | $325,430,689 | |
| 8 | D |
Dominion Energy, Inc
|
3,443,405 | $212,871,296 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,612,409 | 174,813 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $13,592,298 | 153,239 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $13,924,734 | 155,306 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $18,748,079 | 209,546 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $22,412,896 | 235,306 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,069,815 | 177,773 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $20,763,367 | 234,376 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $20,606,406 | 269,788 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $10,894,212 | 145,781 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $11,348,203 | 157,965 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $13,406,369 | 181,954 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $15,027,983 | 184,483 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $13,904,003 | 175,467 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,687,504 | 193,155 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,266,541 | 174,648 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,143,318 | 179,750 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $17,145,837 | 219,537 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $24,333,712 | 344,719 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $32,494,702 | 449,070 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $42,136,019 | 514,042 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $45,203,833 | 555,671 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $39,518,563 | 494,291 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $32,495,598 | 435,890 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $28,901,396 | 394,343 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $73,046,247 | 963,798 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||