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, Q3 2023
Institutional positions in Pinnacle West Capital Corp as of Sep 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
- 523
- +4 vs. Q2 2023
- Shares held
- 98.0M
- +19.9K (0.0%) vs. Q2 2023
- Total value
- $7.22B
- −$759.7M (−9.5%) vs. Q2 2023
- New holders
- 72
- 158 more added
- Sold out
- 68
- 189 more reduced
7 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| PSI Advisors, LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $147 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $221 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $222 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 5 | $368 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 6 | $442 | 0.00% | −1−14.3% | Reduced |
| Sound Income Strategies, LLC | 6 | $442 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 6 | $442 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7 | $516 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 7 | $516 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 10 | $737 | 0.00% | −203−95.3% | Reduced |
| ORG Partners LLC | 10 | $758 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | −72−81.8% | Reduced |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | −2−10.0% | Reduced |
| Avion Wealth | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 15 | $1.00K | 0.00% | +15 | New |
| Tfo-TDC, LLC | 13 | $1.06K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 19 | $1.40K | 0.00% | +3+18.8% | Added |
| West Paces Advisors Inc. | 21 | $1.55K | 0.00% | +21 | New |
| Tucker Asset Management LLC | 31 | $2.28K | 0.00% | +16+106.7% | Added |
| Versant Capital Management, Inc | 34 | $2.50K | 0.00% | −7−17.1% | Reduced |
| Semmax Financial Advisors Inc. | 36 | $2.54K | 0.00% | +36 | New |
| Colonial Trust Co | 36 | $2.73K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $2.95K | 0.00% | – | – |
| West Tower Group, LLC | 40 | $2.95K | 0.00% | +40 | New |
| Benjamin Edwards Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 49 | $4.00K | 0.00% | +27+122.7% | Added |
| Steward Financial Group LLC | 57 | $4.00K | 0.00% | +57 | New |
| Glassman Wealth Services | 56 | $4.13K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 58 | $4.27K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 54 | $4.40K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 65 | $5.00K | 0.00% | +65 | New |
| Piscataqua Savings Bank | 70 | $5.16K | 0.00% | −130−65.0% | Reduced |
| MV Capital Management, Inc. | 71 | $5.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $5.30K | 0.00% | +4+5.9% | Added |
| Whittier Trust Co of Nevada Inc | 80 | $5.89K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 81 | $5.97K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 84 | $6.19K | 0.01% | +84 | New |
| Baker Avenue Asset Management, LP | 87 | $6.41K | 0.00% | +19+27.9% | Added |
| Walleye Capital LLC | 98 | $7.22K | 0.00% | +98 | New |
| Stephens Consulting, LLC | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $7.51K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 103 | $7.59K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 109 | $8.03K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 110 | $8.11K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 123 | $9.06K | 0.00% | +123 | New |
| Bell Investment Advisors, Inc | 126 | $9.28K | 0.00% | −1−0.8% | Reduced |
| South State Corp. | 140 | $10.3K | 0.00% | +140 | New |
| Toth Financial Advisory Corp | 146 | $10.8K | 0.00% | +146 | New |
| JJJ Advisors Inc. | 156 | $11.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 167 | $12.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 175 | $12.9K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 200 | $14.7K | 0.01% | −400−66.7% | Reduced |
| Tortoise Investment Management, LLC | 200 | $14.7K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 212 | $15.1K | 0.00% | +212 | New |
| Focused Wealth Management, Inc | 216 | $15.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 221 | $16.3K | 0.00% | −63−22.2% | Reduced |
| Parallel Advisors, LLC | 229 | $16.9K | 0.00% | +38+19.9% | Added |
| TD Waterhouse Canada Inc. | 234 | $16.9K | 0.00% | −184−44.0% | Reduced |
| City State Bank | 233 | $17.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 245 | $18.1K | 0.00% | −3−1.2% | Reduced |
| Sittner & Nelson, LLC | 250 | $18.4K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 267 | $19.7K | 0.00% | +267 | New |
| Massmutual Trust Co FSB | 280 | $20.6K | 0.00% | −92−24.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 282 | $20.8K | 0.01% | −26−8.4% | Reduced |
| Brown Brothers Harriman & Co | 282 | $20.8K | 0.00% | +87+44.6% | Added |
| Lindbrook Capital, LLC | 291 | $21.4K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 326 | $24.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 350 | $25.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 352 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 355 | $26.5K | 0.00% | +274+338.3% | Added |
| Deseret Mutual Benefit Administrators | 363 | $26.7K | 0.01% | −13−3.5% | Reduced |
| Heritage Wealth Advisors | 365 | $26.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 373 | $27.5K | 0.00% | +23+6.6% | Added |
| HM Payson & Co | 394 | $29.0K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $29.5K | 0.01% | 00.0% | Unchanged |
| Kepos Capital LP | 402 | $30.0K | 0.01% | −1,062−72.5% | Reduced |
| DekaBank Deutsche Girozentrale | 420 | $31.0K | 0.00% | −1,044−71.3% | Reduced |
| Manchester Capital Management LLC | 466 | $34.3K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 496 | $36.5K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 500 | $36.8K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $36.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 500 | $36.8K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $36.8K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 509 | $37.5K | 0.00% | +9+1.8% | Added |
| Bartlett & Co. LLC | 509 | $38.0K | 0.00% | +9+1.8% | Added |
| McIlrath & Eck, LLC | 537 | $39.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 550 | $40.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 554 | $40.8K | 0.00% | +1+0.2% | Added |
| First Horizon Advisors, Inc. | 568 | $41.9K | 0.00% | +25+4.6% | Added |
| Trust Co | 597 | $44.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 601 | $44.3K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 618 | $45.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 622 | $45.8K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 626 | $46.0K | 0.00% | −103−14.1% | Reduced |
| Covestor Ltd | 637 | $47.0K | 0.04% | −1,292−67.0% | Reduced |
| Caldwell Trust Co | 651 | $48.0K | 0.01% | −100−13.3% | Reduced |
| Sentry Investment Management LLC | 651 | $48.0K | 0.02% | −90−12.1% | Reduced |