Position in PNW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$171,480,126
+$13,490,929 QoQ
Shares Held
1,602,618
+2.2% QoQ
Ownership
1.32%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#15
of 730 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $13,626,059,436 across 42 Utilities - Regulated Electric names. PNW ranks #26 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
23,923,451 | $2,099,761,291 | |
| 2 | AEP |
American Electric Power Co Inc
|
10,965,480 | $1,500,187,316 | |
| 3 | SO |
Southern Co
|
14,601,681 | $1,396,644,767 | |
| 4 | XEL |
Xcel Energy Inc
|
10,997,965 | $883,136,586 | |
| 5 | DUK |
Duke Energy CORP
|
5,613,909 | $710,608,600 | |
| 6 | ETR |
Entergy Corp /De/
|
4,534,602 | $520,844,383 | |
| 7 | EIX |
Edison International
|
6,762,077 | $503,436,630 | |
| 8 | D |
Dominion Energy, Inc
|
7,022,714 | $479,581,136 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,480,126 | 1,602,618 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $157,989,197 | 1,568,131 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $59,374,803 | 669,389 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $52,038,035 | 580,393 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $42,396,968 | 473,868 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $42,009,726 | 441,047 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $33,897,318 | 399,874 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $61,796,130 | 697,552 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $40,604,065 | 531,606 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $45,796,337 | 612,824 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $49,415,645 | 687,857 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $60,250,713 | 817,735 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $48,468,861 | 595,002 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $58,172,222 | 734,127 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $66,963,180 | 880,631 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $55,980,357 | 867,778 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $42,663,251 | 583,469 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $47,616,866 | 609,691 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $39,468,915 | 559,129 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $31,317,407 | 432,800 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $30,874,245 | 376,653 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $25,144,227 | 309,087 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $23,926,476 | 299,268 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $59,785,371 | 801,950 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $41,275,900 | 563,186 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $60,189,384 | 794,160 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||