BURNEY CO/

Position in PNW — Pinnacle West Capital Corp

CIK 940445 RESTON, VA

Position in PNW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,464,852

+$192,335 QoQ

Shares Held

23,036

+2.1% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#207

of 722 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BURNEY CO/ holds $28,823,386 across 12 Utilities - Regulated Electric names. PNW ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PCG	PG&E Corp	430,996	$7,249,352
2	EIX	Edison International	83,313	$6,202,652
3	ES	Eversource Energy	63,108	$4,560,815
4	PNW	Pinnacle West Capital Corp This page	23,036	$2,464,852
5	ETR	Entergy Corp /De/	14,220	$1,633,309
6	D	Dominion Energy, Inc	18,978	$1,296,007
7	HE	Hawaiian Electric Industries Inc	84,369	$1,141,512
8	SO	Southern Co	11,467	$1,097,506

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,464,852	23,036	+2.1%	Shares	Sole	2026-07-15
2026-03-31	$2,272,517	22,556	-11.8%	Shares	Sole	2026-04-29
2025-12-31	$2,269,655	25,588	+14.2%	Shares	Sole	2026-01-23
2025-09-30	$2,008,921	22,406	+5.2%	Shares	Sole	2025-10-16
2025-06-30	$1,904,905	21,291	+5.3%	Shares	Sole	2025-08-05
2025-03-31	$1,925,097	20,211	+21.7%	Shares	Sole	2025-05-06
2024-12-31	$1,407,351	16,602	+17.9%	Shares	Sole	2025-01-14
2024-09-30	$1,247,258	14,079	+2.0%	Shares	Sole	2024-10-18
2024-06-30	$1,054,120	13,801	+3.3%	Shares	Sole	2024-07-29
2024-03-31	$998,616	13,363	-29.4%	Shares	Sole	2024-05-22
2023-12-31	$1,360,290	18,935	-2.8%	Shares	Sole	2024-02-12
2023-09-30	$1,434,844	19,474	-2.5%	Shares	Sole	2023-11-08
2023-06-30	$1,626,348	19,965	+5.2%	Shares	Sole	2023-08-09
2023-03-31	$1,503,579	18,975	+7.4%	Shares	Sole	2023-05-10
2022-12-31	$1,343,094	17,663	-54.8%	Shares	Sole	2023-02-06
2022-09-30	$2,521,760	39,091	+12.1%	Shares	Sole	2022-11-15
2022-06-30	$2,550,718	34,884	+57.4%	Shares	Sole	2022-08-12
2022-03-31	$1,731,008	22,164	+468.0%	Shares	Sole	2022-05-09
2021-12-31	$275,442	3,902	-38.1%	Shares	Sole	2022-02-11
2021-09-30	$456,157	6,304	+63.5%	Shares	Sole	2021-11-12
2021-06-30	$315,994	3,855	-52.7%	Shares	Sole	2021-08-06
2021-03-31	$663,571	8,157	+26.6%	Shares	Sole	2021-05-13
2020-12-31	$515,277	6,445	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.