Position in PNW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$204,802,494
-$2,842,749 QoQ
Shares Held
1,914,042
-7.1% QoQ
Ownership
1.58%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 729 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MORGAN STANLEY holds $22,424,712,131 across 42 Utilities - Regulated Electric names. PNW ranks #26 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
63,514,030 | $5,574,626,402 | |
| 2 | AEP |
American Electric Power Co Inc
|
18,980,444 | $2,596,714,535 | |
| 3 | DUK |
Duke Energy CORP
|
13,107,459 | $1,659,142,151 | |
| 4 | SO |
Southern Co
|
13,593,077 | $1,298,538,960 | |
| 5 | ETR |
Entergy Corp /De/
|
9,808,504 | $1,126,604,759 | |
| 6 | D |
Dominion Energy, Inc
|
11,169,924 | $762,794,100 | |
| 7 | EXC |
Exelon Corp
|
16,111,485 | $751,117,419 | |
| 8 | XEL |
Xcel Energy Inc
|
7,894,693 | $633,943,843 |
All Filings in PNW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,802,494 | 1,914,042 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $207,645,243 | 2,060,995 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $167,462,491 | 1,887,965 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $173,569,293 | 1,935,861 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $170,880,715 | 1,909,922 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $172,108,745 | 1,806,916 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $149,000,054 | 1,757,698 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $141,034,034 | 1,591,986 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $111,780,978 | 1,463,485 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $105,539,079 | 1,412,272 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $101,067,308 | 1,406,839 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $96,838,797 | 1,314,316 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $103,807,485 | 1,274,337 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $97,017,965 | 1,224,356 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $96,406,320 | 1,267,837 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $88,556,163 | 1,372,751 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $97,018,243 | 1,326,836 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $46,978,317 | 601,515 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $50,082,612 | 709,486 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $58,589,599 | 809,696 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $59,620,385 | 727,344 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $33,032,733 | 406,057 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $49,482,012 | 618,912 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $17,774,657 | 238,426 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $13,932,427 | 190,100 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $20,982,536 | 276,851 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||