Position in PNW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$55,757,669
+$2,285,851 QoQ
Shares Held
553,426
-8.2% QoQ
Ownership
0.457%
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 85%
Shared 0%
None 15%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Legal & General Group Plc holds $10,585,914,880 across 36 Utilities - Regulated Electric names. PNW ranks #25 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,610,766 | $1,542,807,944 | |
| 2 | DUK |
Duke Energy CORP
|
6,174,653 | $808,509,062 | |
| 3 | SO |
Southern Co
|
7,848,282 | $757,516,178 | |
| 4 | EXC |
Exelon Corp
|
13,178,232 | $645,996,931 | |
| 5 | AEP |
American Electric Power Co Inc
|
4,776,043 | $626,043,715 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
6,704,118 | $542,698,351 | |
| 7 | ED |
Consolidated Edison Inc
|
4,541,000 | $513,950,379 | |
| 8 | XEL |
Xcel Energy Inc
|
6,201,035 | $492,610,219 |
All Filings in PNW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,757,669 | 553,426 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $53,471,818 | 602,839 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $60,435,591 | 674,053 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $62,491,483 | 698,463 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $62,245,970 | 653,501 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $52,194,922 | 615,724 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $55,556,736 | 627,122 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $63,140,748 | 826,666 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $69,556,142 | 930,766 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $66,386,839 | 924,093 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $67,336,299 | 913,902 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $77,181,313 | 947,475 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $68,996,327 | 870,726 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $68,057,472 | 895,022 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $60,357,619 | 935,632 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $78,793,014 | 1,077,585 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $91,569,437 | 1,172,464 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $89,529,507 | 1,268,303 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $110,361,445 | 1,525,172 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $123,165,170 | 1,502,564 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $130,024,714 | 1,598,337 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $123,096,615 | 1,539,670 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $116,496,526 | 1,562,663 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $114,141,478 | 1,557,395 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $121,618,469 | 1,604,677 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||