CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in PNW — Pinnacle West Capital Corp
CIK 884546
SAN FRANCISCO, CA
Position in PNW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$126,085,911
+$10,517,702 QoQ
Shares Held
1,178,373
+2.7% QoQ
Ownership
0.972%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#22
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,691,372,077 across 35 Utilities - Regulated Electric names. PNW ranks #23 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
17,373,471 | $1,524,869,549 | |
| 2 | DUK |
Duke Energy CORP
|
9,226,192 | $1,167,851,381 | |
| 3 | SO |
Southern Co
|
7,386,604 | $706,971,867 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,385,908 | $628,912,476 | |
| 5 | AEP |
American Electric Power Co Inc
|
3,568,905 | $488,261,892 | |
| 6 | ES |
Eversource Energy
|
5,889,452 | $425,630,695 | |
| 7 | D |
Dominion Energy, Inc
|
6,014,946 | $410,760,661 | |
| 8 | ETR |
Entergy Corp /De/
|
3,060,139 | $351,487,565 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,085,911 | 1,178,373 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $115,568,209 | 1,147,079 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $99,122,250 | 1,117,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $99,242,412 | 1,106,875 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $98,535,547 | 1,101,325 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $99,445,476 | 1,044,047 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $87,413,976 | 1,031,190 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $91,078,315 | 1,028,088 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $78,138,420 | 1,023,022 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $75,211,186 | 1,006,439 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $71,220,092 | 991,371 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $70,968,060 | 963,193 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $77,671,865 | 953,497 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $75,825,152 | 956,905 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $72,659,033 | 955,537 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $59,766,579 | 926,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $66,291,761 | 906,616 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $69,466,669 | 889,458 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $60,254,423 | 853,583 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $59,463,349 | 821,771 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $65,153,198 | 794,842 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $62,704,173 | 770,795 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $60,245,602 | 753,541 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $55,536,842 | 744,961 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $56,495,010 | 770,842 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $58,103,342 | 766,636 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||