MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in PNW — Pinnacle West Capital Corp

CIK 912938 Boston, MA

Back to PNW Full portfolio

Position in PNW

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$305,344,295

+$18,772,306 QoQ

Shares Held

2,853,685

+0.3% QoQ

Ownership

2.35%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#11

of 730 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 90% Shared 10% None 0%

Common Shares in PNW Over Time

Shares Held

Position Value (USD)

Position in Utilities - Regulated Electric

Utilities · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,527,476,055 across 26 Utilities - Regulated Electric names. PNW ranks #12 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	101,483,416	$1,706,951,053
2	DUK	Duke Energy CORP	12,742,489	$1,612,944,254
3	D	Dominion Energy, Inc	20,030,451	$1,367,879,497
4	SO	Southern Co	13,831,354	$1,323,798,889
5	XEL	Xcel Energy Inc	16,269,553	$1,306,445,102
6	NEE	Nextera Energy Inc	12,519,204	$1,098,810,531
7	AEP	American Electric Power Co Inc	4,176,896	$571,441,140
8	CMS	Cms Energy Corp	7,242,159	$554,025,162

All Filings in PNW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$305,344,295	2,853,685	+0.3%	Shares	Defined	2026-08-03
2026-03-31	$286,571,989	2,844,387	-1.9%	Shares	Defined	2026-05-14
2025-12-31	$257,264,148	2,900,385	-2.8%	Shares	Sole	2026-01-22
2025-09-30	$267,511,904	2,983,626	+7.3%	Shares	Sole	2025-10-29
2025-06-30	$248,770,439	2,780,490	+3.1%	Shares	Sole	2025-08-08
2025-03-31	$256,771,424	2,695,763	+0.2%	Shares	Sole	2025-05-02
2024-12-31	$227,997,221	2,689,598	-0.6%	Shares	Sole	2025-02-12
2024-09-30	$239,677,497	2,705,469	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$206,188,496	2,699,509	-1.0%	Shares	Sole	2024-08-09
2024-03-31	$203,804,028	2,727,205	-0.7%	Shares	Sole	2024-05-14
2023-12-31	$197,219,907	2,745,266	-1.3%	Shares	Sole	2024-02-08
2023-09-30	$204,910,121	2,781,082	-0.3%	Shares	Sole	2023-11-08
2023-06-30	$227,225,337	2,789,410	+1.3%	Shares	Sole	2023-08-09
2023-03-31	$218,205,880	2,753,734	+0.7%	Shares	Sole	2023-05-10
2022-12-31	$207,934,800	2,734,545	+2.2%	Shares	Sole	2023-02-13
2022-09-30	$172,554,766	2,674,853	+0.5%	Shares	Sole	2022-11-09
2022-06-30	$194,577,510	2,661,071	-6.3%	Shares	Sole	2022-08-09
2022-03-31	$221,901,936	2,841,254	-8.9%	Shares	Sole	2022-05-11
2021-12-31	$220,043,005	3,117,198	+5.4%	Shares	Sole	2022-02-10
2021-09-30	$214,053,759	2,958,178	+0.8%	Shares	Sole	2021-11-10
2021-06-30	$240,495,962	2,933,951	+0.4%	Shares	Sole	2021-08-13
2021-03-31	$237,810,860	2,923,305	+2.3%	Shares	Sole	2021-05-13
2020-12-31	$228,539,072	2,858,525	+5.0%	Shares	Sole	2021-05-12
2020-09-30	$202,876,045	2,721,342	+10.6%	Shares	Sole	2020-11-12
2020-06-30	$180,279,180	2,459,806	+40.5%	Shares	Sole	2020-11-20
2020-03-31	$132,707,076	1,750,984	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.