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, Q1 2023
Institutional positions in Pinnacle West Capital Corp as of Mar 31, 2023. 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
- 525
- −5 vs. Q4 2022
- Shares held
- 98.6M
- +2.61M (+2.7%) vs. Q4 2022
- Total value
- $7.76B
- +$458.3M (+6.3%) vs. Q4 2022
- New holders
- 57
- 192 more added
- Sold out
- 62
- 166 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 1,335 | $106.0K | 0.00% | −452−25.3% | Reduced |
| Umb Bank N A | 1,209 | $95.8K | 0.00% | −12−1.0% | Reduced |
| Quadrant Capital Group LLC | 1,203 | $95.3K | 0.01% | +264+28.1% | Added |
| US Asset Management LLC | 1,164 | $92.0K | 0.09% | −10−0.9% | Reduced |
| Creative Capital Management Investments LLC | 1,156 | $91.6K | 0.07% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,066 | $84.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,016 | $80.5K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,013 | $80.3K | 0.02% | +797+369.0% | Added |
| Hussman Strategic Advisors, Inc. | 1,000 | $79.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 950 | $75.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 790 | $62.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 757 | $60.0K | 0.03% | +71+10.3% | Added |
| Harbour Investments, Inc. | 752 | $59.6K | 0.00% | +274+57.3% | Added |
| Caldwell Trust Co | 751 | $59.5K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 741 | $59.0K | 0.02% | +741 | New |
| Bessemer Group Inc | 726 | $58.0K | 0.00% | +257+54.8% | Added |
| Cary Street Partner Investment Advisory LLC | 707 | $56.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 700 | $55.5K | 0.01% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 700 | $55.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 674 | $54.0K | 0.00% | +674 | New |
| Riverview Trust Co | 622 | $49.3K | 0.05% | 00.0% | Unchanged |
| Retirement Group, LLC | 600 | $48.0K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 601 | $47.6K | 0.01% | 00.0% | Unchanged |
| Trust Co | 597 | $47.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 567 | $44.9K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 550 | $43.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 547 | $43.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 543 | $43.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 537 | $42.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 536 | $42.5K | 0.01% | +2+0.4% | Added |
| TD Waterhouse Canada Inc. | 456 | $40.9K | 0.00% | +266+140.0% | Added |
| Bartlett & Co. LLC | 500 | $40.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 500 | $39.6K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $39.6K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $39.6K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $39.6K | 0.03% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $39.6K | 0.01% | +500 | New |
| Estabrook Capital Management | 496 | $39.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 466 | $36.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 415 | $32.9K | 0.00% | +4+1.0% | Added |
| Monetary Management Group Inc | 400 | $31.7K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 394 | $31.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 376 | $29.8K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 365 | $28.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 351 | $27.8K | 0.00% | +1+0.3% | Added |
| Farther Finance Advisors, LLC | 351 | $27.8K | 0.01% | −7−2.0% | Reduced |
| Princeton Global Asset Management LLC | 350 | $27.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 350 | $27.7K | 0.00% | +350 | New |
| Chesapeake Asset Management LLC | 326 | $25.8K | 0.02% | +326 | New |
| Headlands Technologies LLC | 325 | $25.8K | 0.02% | +325 | New |
| Graham Capital Wealth Management, LLC | 314 | $24.9K | 0.04% | +314 | New |
| Canada Pension Plan Investment Board | 300 | $23.8K | 0.00% | −400−57.1% | Reduced |
| Lindbrook Capital, LLC | 295 | $23.4K | 0.00% | +200+210.5% | Added |
| Hexagon Capital Partners LLC | 289 | $22.9K | 0.01% | +15+5.5% | Added |
| BerganKDV Wealth Management, LLC | 285 | $22.6K | 0.00% | +249+691.7% | Added |
| Horan Securities, Inc. | 274 | $21.7K | 0.01% | +2+0.7% | Added |
| Massmutual Trust Co FSB | 273 | $21.6K | 0.00% | +187+217.4% | Added |
| Steward Partners Investment Advisory, LLC | 261 | $20.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 300 | $20.0K | 0.00% | +100+50.0% | Added |
| Sittner & Nelson, LLC | 250 | $19.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 241 | $19.1K | 0.00% | −22−8.4% | Reduced |
| City State Bank | 233 | $18.0K | 0.01% | −132−36.2% | Reduced |
| Clear Street Markets LLC | 221 | $18.0K | 0.00% | +106+92.2% | Added |
| TD Ameritrade Investment Management, LLC | 211 | $17.0K | 0.00% | +211 | New |
| Prestige Wealth Management Group LLC | 213 | $16.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $15.8K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $15.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 195 | $15.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 191 | $15.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 190 | $15.1K | 0.00% | +61+47.3% | Added |
| Desjardins Global Asset Management Inc. | 192 | $15.0K | 0.00% | +192 | New |
| Newbridge Financial Services Group, Inc. | 184 | $14.6K | 0.01% | +35+23.5% | Added |
| Farmers & Merchants Investments Inc | 175 | $13.9K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 172 | $13.6K | 0.00% | +172 | New |
| Barrett & Company, Inc. | 167 | $13.2K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 161 | $12.8K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 156 | $12.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 149 | $11.8K | 0.01% | +48+47.5% | Added |
| Cassady Schiller Wealth Management, LLC | 125 | $9.90K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 122 | $9.70K | 0.00% | +1+0.8% | Added |
| Sugarloaf Wealth Management, LLC | 115 | $9.11K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $8.64K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 103 | $8.16K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 103 | $8.16K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $7.92K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 85 | $6.80K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 79 | $6.60K | 0.29% | +3+3.9% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $6.34K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 76 | $6.02K | 0.00% | +76 | New |
| Ronald Blue Trust, Inc. | 82 | $6.00K | 0.00% | −11−11.8% | Reduced |
| JFS Wealth Advisors, LLC | 74 | $5.86K | 0.00% | −144−66.1% | Reduced |
| MV Capital Management, Inc. | 71 | $5.63K | 0.00% | +2+2.9% | Added |
| Baker Avenue Asset Management, LP | 68 | $5.39K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 58 | $4.60K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 54 | $4.28K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $3.25K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $3.17K | 0.00% | – | – |
| Schubert & Co | 35 | $2.77K | 0.00% | +3+9.4% | Added |