Pinnacle West Capital Corp
PNW- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000764622
In the last 90 days, Pinnacle West Capital Corp insiders filed 0 open-market purchases and 2 sales; 732 institutions reported holding it in 13F filings for Q2 2026, worth $14.1B in total; no superinvestor holds it.
13F holders, Q4 2022
Institutional positions in Pinnacle West Capital Corp as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 540
- +71 vs. Q3 2022
- Shares held
- 97.0M
- −743.0K (−0.8%) vs. Q3 2022
- Total value
- $7.37B
- +$1.06B (+16.9%) vs. Q3 2022
- New holders
- 100
- 206 more added
- Sold out
- 29
- 146 more reduced
11 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PNW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 732 | $14.1B |
| Q1 2026 | 709 | $12.6B |
| Q4 2025 | 660 | $10.7B |
| Q3 2025 | 625 | $10.4B |
| Q2 2025 | 631 | $10.5B |
| Q1 2025 | 616 | $10.9B |
| Q4 2024 | 617 | $9.57B |
| Q3 2024 | 580 | $10.1B |
| Q2 2024 | 544 | $8.70B |
| Q1 2024 | 525 | $8.40B |
| Q4 2023 | 552 | $7.01B |
| Q3 2023 | 523 | $7.22B |
| Q2 2023 | 526 | $7.99B |
| Q1 2023 | 525 | $7.76B |
| Q4 2022 | 540 | $7.37B |
| Q3 2022 | 480 | $6.31B |
| Q2 2022 | 494 | $7.15B |
| Q1 2022 | 482 | $7.48B |
| Q4 2021 | 499 | $6.56B |
| Q3 2021 | 512 | $6.92B |
| Q2 2021 | 506 | $8.04B |
| Q1 2021 | 500 | $7.80B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −40−93.0% | Reduced |
| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 40 | $0 | 0.00% | +40 | New |
| Carolinas Wealth Consulting LLC | 0 | $12 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 76 | $44 | 0.00% | +76 | New |
| PSI Advisors, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,381 | $105 | 0.00% | +1,381 | New |
| WestEnd Advisors, LLC | 2 | $152 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $228 | 0.00% | +3 | New |
| IAG Wealth Partners, LLC | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7 | $532 | 0.00% | −5−41.7% | Reduced |
| Laffer Tengler Investments | 7 | $532 | 0.00% | +7 | New |
| Ten Capital Wealth Advisors, LLC | 9 | $684 | 0.00% | +9 | New |
| My Personal CFO, LLC | 10 | $760 | 0.00% | +10 | New |
| Larson Financial Group LLC | 11 | $836 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | +8+800.0% | Added |
| Tucker Asset Management LLC | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.29K | 0.00% | +6+54.5% | Added |
| Disciplined Investments, LLC | 18 | $1.37K | 0.00% | −2−10.0% | Reduced |
| Sound Income Strategies, LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 21 | $2.00K | 0.00% | +21 | New |
| Coastal Capital Group, Inc. | 32 | $2.07K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $2.43K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 35 | $2.66K | 0.00% | −21−37.5% | Reduced |
| BerganKDV Wealth Management, LLC | 36 | $2.71K | 0.00% | −11−23.4% | Reduced |
| PFG Private Wealth Management, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 34 | $3.00K | 0.00% | +16+88.9% | Added |
| Live Oak Investment Partners | – | $3.04K | 0.00% | – | New |
| Versant Capital Management, Inc | 41 | $3.12K | 0.00% | −59−59.0% | Reduced |
| Benjamin Edwards Inc | 55 | $4.00K | 0.00% | −67−54.9% | Reduced |
| Beacon Capital Management, LLC | 54 | $4.11K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 58 | $4.41K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 68 | $5.17K | 0.00% | +68 | New |
| MV Capital Management, Inc. | 69 | $5.25K | 0.00% | +36+109.1% | Added |
| Ronald Blue Trust, Inc. | 93 | $6.00K | 0.00% | +4+4.5% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $6.08K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 85 | $6.61K | 0.00% | +85 | New |
| Massmutual Trust Co FSB | 86 | $7.00K | 0.00% | −20−18.9% | Reduced |
| Lindbrook Capital, LLC | 95 | $7.22K | 0.00% | −62−39.5% | Reduced |
| Bell Investment Advisors, Inc | 95 | $7.22K | 0.00% | +8+9.2% | Added |
| Stephens Consulting, LLC | 100 | $7.60K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 101 | $7.68K | 0.01% | +101 | New |
| Red Tortoise LLC | 103 | $7.83K | 0.01% | +103 | New |
| Rocky Mountain Advisers, LLC | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $8.29K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 115 | $8.74K | 0.00% | +115 | New |
| Spire Wealth Management | 121 | $9.00K | 0.00% | +1+0.8% | Added |
| Clear Street Markets LLC | 115 | $9.00K | 0.00% | +115 | New |
| Cassady Schiller Wealth Management, LLC | 125 | $9.51K | 0.01% | +125 | New |
| Parallel Advisors, LLC | 129 | $9.81K | 0.00% | −383−74.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 149 | $11.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 156 | $11.9K | 0.00% | −213−57.7% | Reduced |
| Bellevue Asset Management, LLC | 161 | $12.2K | 0.01% | −322−66.7% | Reduced |
| Barrett & Company, Inc. | 167 | $12.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 168 | $13.0K | 0.01% | −2,481−93.7% | Reduced |
| Farmers & Merchants Investments Inc | 175 | $13.3K | 0.00% | −100−36.4% | Reduced |
| CoreCap Advisors, LLC | 180 | $13.7K | 0.00% | +180 | New |
| Financial Perspectives, Inc | 191 | $14.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 195 | $14.8K | 0.00% | −116−37.3% | Reduced |
| Resources Management Corp | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $15.2K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $15.2K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 213 | $16.2K | 0.00% | −5−2.3% | Reduced |
| Focused Wealth Management, Inc | 216 | $16.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 218 | $16.6K | 0.00% | −9−4.0% | Reduced |
| Sittner & Nelson, LLC | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 190 | $19.4K | 0.00% | +190 | New |
| Steward Partners Investment Advisory, LLC | 261 | $19.8K | 0.00% | −400−60.5% | Reduced |
| Allworth Financial LP | 263 | $20.0K | 0.00% | +191+265.3% | Added |
| Horan Securities, Inc. | 272 | $20.7K | 0.01% | +2+0.7% | Added |
| Hexagon Capital Partners LLC | 274 | $20.8K | 0.01% | +35+14.6% | Added |
| Sargent Bickham Lagudis LLC | 316 | $24.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 350 | $26.6K | 0.00% | +212+153.6% | Added |
| Princeton Global Asset Management LLC | 350 | $27.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 358 | $27.2K | 0.01% | +358 | New |
| Heritage Wealth Advisors | 365 | $27.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 365 | $28.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 376 | $28.6K | 0.01% | −324−46.3% | Reduced |
| Dark Forest Capital Management LP | 392 | $29.8K | 0.01% | +392 | New |
| HM Payson & Co | 394 | $30.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $30.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 411 | $31.3K | 0.00% | +231+128.3% | Added |
| Bessemer Group Inc | 469 | $35.0K | 0.00% | −203−30.2% | Reduced |
| Manchester Capital Management LLC | 466 | $35.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 478 | $36.3K | 0.00% | +16+3.5% | Added |
| Estabrook Capital Management | 496 | $37.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $38.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $38.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 500 | $38.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 534 | $40.6K | 0.01% | −145−21.4% | Reduced |
| McIlrath & Eck, LLC | 537 | $40.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 543 | $41.3K | 0.00% | −18−3.2% | Reduced |
| AdvisorNet Financial, Inc | 547 | $41.6K | 0.00% | +7+1.3% | Added |
| Central Trust Co | 550 | $41.8K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 567 | $43.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 597 | $45.0K | 0.01% | 00.0% | Unchanged |