INVESTMENT ADVISORY SERVICES INC /TX /ADV
Position in PNW — Pinnacle West Capital Corp
CIK 925953
THE WOODLANDS, TX
Position in PNW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$339,511
+$19,832 QoQ
Shares Held
3,173
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#429
of 723 holders
Holding Since
Jun 2020
24 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, 2026INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $2,348,119 across 6 Utilities - Regulated Electric names. PNW ranks #4 (14.5% of the industry book) .
All Filings in PNW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,511 | 3,173 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $319,679 | 3,173 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $281,533 | 3,174 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $284,580 | 3,174 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $283,977 | 3,174 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $302,323 | 3,174 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $269,059 | 3,174 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $273,034 | 3,082 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $235,403 | 3,082 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $234,577 | 3,139 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $225,433 | 3,138 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $310,192 | 4,210 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $342,946 | 4,210 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $335,185 | 4,230 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $379,135 | 4,986 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $366,029 | 5,674 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $490,415 | 6,707 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $523,816 | 6,707 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $473,447 | 6,707 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $623,091 | 8,611 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $710,843 | 8,672 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $743,774 | 9,303 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $693,538 | 9,303 | Shares | Sole | 2021-03-10 | |
| 2020-06-30 | $670,896 | 9,154 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||