Position in PNW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$18,800,970
+$1,188,561 QoQ
Shares Held
175,710
+0.5% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#85
of 729 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. PNW ranks #25 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,800,970 | 175,710 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||