UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in PNW — Pinnacle West Capital Corp
CIK 861177
NEW YORK, NY
Position in PNW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$31,211,258
+$2,880,764 QoQ
Shares Held
291,694
+3.7% QoQ
Ownership
0.241%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#59
of 730 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $7,778,175,435 across 39 Utilities - Regulated Electric names. PNW ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,302,084 | $1,430,833,906 | |
| 2 | EXC |
Exelon Corp
|
13,394,412 | $624,447,481 | |
| 3 | SO |
Southern Co
|
5,681,674 | $543,793,014 | |
| 4 | ED |
Consolidated Edison Inc
|
4,847,672 | $536,297,947 | |
| 5 | DUK |
Duke Energy CORP
|
4,001,270 | $506,480,751 | |
| 6 | ES |
Eversource Energy
|
6,620,413 | $478,457,241 | |
| 7 | ETR |
Entergy Corp /De/
|
3,941,157 | $452,681,287 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
4,600,110 | $373,344,922 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,211,258 | 291,694 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $28,330,494 | 281,196 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $24,632,786 | 277,709 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $28,338,026 | 316,061 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $40,425,672 | 451,835 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $30,933,768 | 324,764 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $26,567,592 | 313,408 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $25,483,352 | 287,655 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $26,475,978 | 346,635 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $19,192,977 | 256,831 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,096,420 | 251,899 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $18,187,093 | 246,839 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $20,522,540 | 251,934 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,963,247 | 251,934 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $20,220,325 | 265,917 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,982,800 | 247,757 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $19,851,490 | 271,492 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $30,583,644 | 391,596 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $16,062,891 | 227,552 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $26,666,247 | 368,522 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $31,858,864 | 388,665 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $41,471,413 | 509,790 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $42,340,954 | 529,593 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $37,221,990 | 499,289 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $41,863,536 | 571,204 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $51,939,336 | 685,306 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||