Position in PNW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$321,000
+$18,750 QoQ
Shares Held
3,000
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#437
of 729 holders
Holding Since
Mar 2020
25 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, 2026DF DENT & CO INC holds $640,767 across 2 Utilities - Regulated Electric names. PNW ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNW |
Pinnacle West Capital Corp
This page
|
3,000 | $321,000 | |
| 2 | SO |
Southern Co
|
3,341 | $319,767 |
All Filings in PNW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $321,000 | 3,000 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $302,250 | 3,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $266,100 | 3,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $268,980 | 3,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $268,410 | 3,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $285,750 | 3,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $254,310 | 3,000 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $265,770 | 3,000 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $229,140 | 3,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $224,190 | 3,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $215,520 | 3,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $221,040 | 3,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $244,380 | 3,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $237,720 | 3,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $228,120 | 3,000 | Shares | Sole | 2023-02-15 | |
| 2022-06-30 | $219,360 | 3,000 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $234,300 | 3,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $211,770 | 3,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $217,080 | 3,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $245,910 | 3,000 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $244,050 | 3,000 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $239,850 | 3,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $223,650 | 3,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $219,870 | 3,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $227,976 | 3,008 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||