Pinnacle West Asset Management, Inc.
Position in WEC — Wec Energy Group, Inc.
CIK 1975730
CASPER, WY
Position in WEC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$294,260
+$2,520 QoQ
Shares Held
2,520
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#945
of 1,383 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Pinnacle West Asset Management, Inc. holds $3,804,409 across 9 Utilities - Regulated Electric names. WEC ranks #7 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
8,045 | $706,109 | |
| 2 | AEP |
American Electric Power Co Inc
|
4,665 | $638,218 | |
| 3 | DUK |
Duke Energy CORP
|
4,495 | $568,977 | |
| 4 | SO |
Southern Co
|
5,125 | $490,513 | |
| 5 | ED |
Consolidated Edison Inc
|
2,940 | $325,252 | |
| 6 | OGE |
Oge Energy Corp.
|
6,065 | $295,122 | |
| 7 | WEC |
Wec Energy Group, Inc.
This page
|
2,520 | $294,260 | |
| 8 | D |
Dominion Energy, Inc
|
4,100 | $279,989 |
All Filings in WEC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,260 | 2,520 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $291,740 | 2,520 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $272,086 | 2,580 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $295,642 | 2,580 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $267,273 | 2,565 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $279,533 | 2,565 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $241,212 | 2,565 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $246,701 | 2,565 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||