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, Q2 2023
Institutional positions in Pinnacle West Capital Corp as of Jun 30, 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
- 526
- +3 vs. Q1 2023
- Shares held
- 98.0M
- −580.6K (−0.6%) vs. Q1 2023
- Total value
- $7.99B
- +$227.7M (+2.9%) vs. Q1 2023
- New holders
- 45
- 159 more added
- Sold out
- 42
- 202 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| PSI Advisors, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $245 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 5 | $407 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $489 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6 | $489 | 0.00% | +6 | New |
| Proequities, Inc. | 7 | $570 | 0.00% | −4−36.4% | Reduced |
| Stonebridge Capital Advisors LLC | 7 | $570 | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 7 | $570 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $652 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 10 | $815 | 0.00% | −275−96.5% | Reduced |
| Larson Financial Group LLC | 11 | $896 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 22 | $1.00K | 0.00% | −60−73.2% | Reduced |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8 | $1.00K | 0.00% | +4+100.0% | Added |
| ORG Partners LLC | 10 | $1.00K | 0.00% | +10 | New |
| Tucker Asset Management LLC | 15 | $1.22K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 15 | $1.22K | 0.00% | +15 | New |
| Disciplined Investments, LLC | 16 | $1.30K | 0.00% | −1−5.9% | Reduced |
| SJS Investment Consulting Inc. | 16 | $1.30K | 0.00% | −2−11.1% | Reduced |
| Ridgewood Investments LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $2.00K | 0.00% | −2−9.1% | Reduced |
| VitalStone Financial, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Coastal Capital Group, Inc. | 33 | $2.68K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 36 | $2.91K | 0.00% | −1,956−98.2% | Reduced |
| Live Oak Investment Partners | – | $3.26K | 0.00% | – | – |
| Versant Capital Management, Inc | 41 | $3.34K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 54 | $4.40K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $4.56K | 0.00% | +21+60.0% | Added |
| Oakworth Capital, Inc. | 58 | $4.72K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 68 | $5.54K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $5.54K | 0.00% | −6−8.1% | Reduced |
| MV Capital Management, Inc. | 71 | $5.78K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 76 | $6.00K | 0.00% | +50+192.3% | Added |
| WealthPLAN Partners, LLC | 76 | $6.19K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $6.52K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 81 | $6.60K | 0.00% | −110−57.6% | Reduced |
| Asset Dedication, LLC | 88 | $7.00K | 0.00% | +82+1,366.7% | Added |
| Pacifica Partners Inc. | 85 | $7.03K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $8.31K | 0.01% | −1−1.0% | Reduced |
| Pinnacle Bancorp, Inc. | 103 | $8.39K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 103 | $8.39K | 0.00% | +103 | New |
| Rocky Mountain Advisers, LLC | 110 | $8.72K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $8.88K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 124 | $10.1K | 0.00% | +2+1.6% | Added |
| Cassady Schiller Wealth Management, LLC | 125 | $10.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 127 | $10.3K | 0.00% | +98+337.9% | Added |
| Clear Street Markets LLC | 149 | $12.0K | 0.00% | −72−32.6% | Reduced |
| JJJ Advisors Inc. | 156 | $12.7K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 155 | $13.0K | 0.00% | −56−26.5% | Reduced |
| Bellevue Asset Management, LLC | 161 | $13.1K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 166 | $13.5K | 0.01% | −108−39.4% | Reduced |
| Barrett & Company, Inc. | 167 | $13.6K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 174 | $14.2K | 0.01% | +174 | New |
| Farmers & Merchants Investments Inc | 175 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 81 | $14.3K | 0.06% | +2+2.5% | Added |
| Parallel Advisors, LLC | 191 | $15.6K | 0.00% | +1+0.5% | Added |
| Desjardins Global Asset Management Inc. | 192 | $15.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 195 | $15.9K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $16.0K | 0.00% | −100−33.3% | Reduced |
| Tortoise Investment Management, LLC | 200 | $16.3K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 213 | $17.4K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 216 | $17.6K | 0.00% | −797−78.7% | Reduced |
| Headlands Technologies LLC | 222 | $18.1K | 0.01% | −103−31.7% | Reduced |
| City State Bank | 233 | $19.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 248 | $20.2K | 0.00% | +7+2.9% | Added |
| Sittner & Nelson, LLC | 250 | $20.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 284 | $23.1K | 0.01% | −5−1.7% | Reduced |
| Lindbrook Capital, LLC | 291 | $23.7K | 0.00% | −4−1.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 308 | $25.1K | 0.01% | +124+67.4% | Added |
| Chesapeake Asset Management LLC | 326 | $26.6K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 350 | $28.5K | 0.01% | −1−0.3% | Reduced |
| Princeton Global Asset Management LLC | 350 | $28.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 352 | $28.7K | 0.00% | +1+0.3% | Added |
| Heritage Wealth Advisors | 365 | $29.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 372 | $30.3K | 0.00% | +99+36.3% | Added |
| Deseret Mutual Benefit Administrators | 376 | $30.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 394 | $32.1K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $32.6K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 466 | $38.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 418 | $39.2K | 0.00% | −38−8.3% | Reduced |
| Estabrook Capital Management | 496 | $40.4K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 500 | $40.7K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $40.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $40.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $40.7K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $40.7K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $41.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 537 | $43.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 543 | $44.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 550 | $44.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 553 | $45.1K | 0.00% | +6+1.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 567 | $46.2K | 0.00% | 00.0% | Unchanged |
| Trust Co | 597 | $48.6K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 600 | $48.9K | 0.02% | 00.0% | Unchanged |
| First Personal Financial Services | 601 | $49.0K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 618 | $50.3K | 0.00% | +618 | New |