Position in PNW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$26,127,474
+$10,101,374 QoQ
Shares Held
244,182
+53.5% QoQ
Ownership
0.201%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#65
of 730 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CITIGROUP INC holds $3,144,481,423 across 39 Utilities - Regulated Electric names. PNW ranks #24 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
4,363,855 | $597,019,001 | |
| 2 | NEE |
Nextera Energy Inc
|
4,266,050 | $374,431,207 | |
| 3 | SO |
Southern Co
|
2,522,821 | $238,790,639 | |
| 4 | DUK |
Duke Energy CORP
|
1,841,739 | $233,127,322 | |
| 5 | ETR |
Entergy Corp /De/
|
1,670,027 | $191,819,300 | |
| 6 | EXC |
Exelon Corp
|
4,064,343 | $189,479,668 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
1,563,755 | $182,599,670 | |
| 8 | XEL |
Xcel Energy Inc
|
1,446,471 | $116,151,620 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,127,474 | 244,182 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $16,026,100 | 159,068 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,334,080 | 116,506 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $12,184,164 | 135,893 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $8,834,265 | 98,740 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $12,115,036 | 127,192 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $15,843,426 | 186,899 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $8,254,547 | 93,177 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,951,156 | 104,100 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $6,822,624 | 91,297 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $8,614,548 | 119,913 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,037,912 | 95,520 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $8,936,323 | 109,702 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $7,978,593 | 100,689 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $7,164,561 | 94,221 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $5,194,730 | 80,526 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $8,464,002 | 115,755 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $6,692,464 | 85,691 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $5,707,834 | 80,859 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $10,630,623 | 146,913 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $9,213,098 | 112,396 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $6,627,582 | 81,470 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,641,763 | 83,074 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $7,128,095 | 95,615 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $5,675,429 | 77,438 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $5,935,415 | 78,314 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||