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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 2024

Institutional positions in Pinnacle West Capital Corp as of Mar 31, 2024. 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
−19 vs. Q4 2023
Shares held
112.6M
+15.1M (+15.5%) vs. Q4 2023
Total value
$8.40B
+$1.40B (+20.0%) vs. Q4 2023
New holders
63
176 more added
Sold out
82
190 more reduced

8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 525 institutions
Q1 2021: 500 institutionsQ2 2021: 506 institutionsQ3 2021: 512 institutionsQ4 2021: 499 institutionsQ1 2022: 482 institutionsQ2 2022: 494 institutionsQ3 2022: 480 institutionsQ4 2022: 540 institutionsQ1 2023: 525 institutionsQ2 2023: 526 institutionsQ3 2023: 523 institutionsQ4 2023: 552 institutionsQ1 2024: 525 institutionsQ2 2024: 544 institutionsQ3 2024: 580 institutionsQ4 2024: 617 institutionsQ1 2025: 616 institutionsQ2 2025: 631 institutionsQ3 2025: 625 institutionsQ4 2025: 660 institutionsQ1 2026: 709 institutionsQ2 2026: 732 institutions
Value heldQ1 2024: $8.40B
Q1 2021: $7.80BQ2 2021: $8.04BQ3 2021: $6.92BQ4 2021: $6.56BQ1 2022: $7.48BQ2 2022: $7.15BQ3 2022: $6.31BQ4 2022: $7.37BQ1 2023: $7.76BQ2 2023: $7.99BQ3 2023: $7.22BQ4 2023: $7.01BQ1 2024: $8.40BQ2 2024: $8.70BQ3 2024: $10.1BQ4 2024: $9.57BQ1 2025: $10.9BQ2 2025: $10.5BQ3 2025: $10.4BQ4 2025: $10.7BQ1 2026: $12.6BQ2 2026: $14.1B
Institutions holding PNW and their total value by quarter
QuarterHoldersValue
Q2 2026732$14.1B
Q1 2026709$12.6B
Q4 2025660$10.7B
Q3 2025625$10.4B
Q2 2025631$10.5B
Q1 2025616$10.9B
Q4 2024617$9.57B
Q3 2024580$10.1B
Q2 2024544$8.70B
Q1 2024525$8.40B
Q4 2023552$7.01B
Q3 2023523$7.22B
Q2 2023526$7.99B
Q1 2023525$7.76B
Q4 2022540$7.37B
Q3 2022480$6.31B
Q2 2022494$7.15B
Q1 2022482$7.48B
Q4 2021499$6.56B
Q3 2021512$6.92B
Q2 2021506$8.04B
Q1 2021500$7.80B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q4 2023.

Institutions holding PNW in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Quest Partners LLC1$750.00%−16,051−100.0%Reduced
PSI Advisors, LLC1$750.00%00.0%Unchanged
WestEnd Advisors, LLC2$1490.00%−1−33.3%Reduced
Colonial Trust Advisors2$1490.00%00.0%Unchanged
Sachetta, LLC3$2160.00%00.0%Unchanged
IAG Wealth Partners, LLC5$3740.00%00.0%Unchanged
Sound Income Strategies, LLC6$4480.00%−20−76.9%Reduced
Riggs Asset Managment Co. Inc.6$4490.00%+6New
Orion Capital Management LLC7$5230.00%00.0%Unchanged
Continuum Advisory, LLC7$5420.00%+7New
True Wealth Design, LLC8$5980.00%+4+100.0%Added
Dunhill Financial, LLC8$6310.00%+1+14.3%Added
Proequities, Inc.10$7470.00%00.0%Unchanged
Prestige Wealth Management Group LLC10$7480.00%00.0%Unchanged
ORG Partners LLC10$7610.00%+10New
Main Street Group, LTD13$9630.00%00.0%Unchanged
Asset Dedication, LLC16$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC9$1.00K0.00%+9New
Farmers & Merchants Trust Co of Chambersburg PA10$1.00K0.00%+10New
Cornerstone Planning Group LLC14$1.06K0.00%+14New
Tucker Asset Management LLC16$1.20K0.00%−15−48.4%Reduced
DiNuzzo Private Wealth, Inc.16$1.20K0.00%−1−5.9%Reduced
Carolinas Wealth Consulting LLC16$1.21K0.00%+16Added
SJS Investment Consulting Inc.17$1.27K0.00%00.0%Unchanged
New Covenant Trust Company, N.A.24$1.79K0.00%+24New
Avion Wealth16$2.00K0.00%−7−30.4%Reduced
Valley National Advisers Inc40$2.00K0.00%+40New
Wiser Advisor Group LLC33$2.47K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.37$2.90K0.00%00.0%Unchanged
WealthCollab, LLC42$3.14K0.00%00.0%Unchanged
Beacon Capital Management, LLC44$3.29K0.00%−10−18.5%Reduced
Smartleaf Asset Management LLC47$3.48K0.00%+42+840.0%Added
Bruce G. Allen Investments, LLC49$3.66K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC51$3.79K0.00%+1+2.0%Added
Eagle Bay Advisors LLC54$4.00K0.00%−2,601−98.0%Reduced
Oakworth Capital, Inc.58$4.33K0.00%00.0%Unchanged
MV Capital Management, Inc.58$4.33K0.00%−5−7.9%Reduced
Spire Wealth Management65$4.86K0.00%+65New
Colonial Trust Co65$4.88K0.00%+65Added
JFS Wealth Advisors, LLC67$5.01K0.00%−14−17.3%Reduced
Piscataqua Savings Bank70$5.23K0.00%00.0%Unchanged
Kiely Wealth Advisory Group, Inc.75$5.58K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc75$5.61K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.77$5.75K0.00%−455−85.5%Reduced
Private Wealth Management Group, LLC79$5.90K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc80$5.98K0.00%00.0%Unchanged
Castleview Partners, LLC80$5.98K0.00%+78+3,900.0%Added
Financial Perspectives, Inc81$6.05K0.00%00.0%Unchanged
Stephens Consulting, LLC100$7.47K0.00%00.0%Unchanged
Red Tortoise LLC102$7.62K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC109$8.15K0.00%00.0%Unchanged
Rocky Mountain Advisers, LLC110$8.22K0.00%00.0%Unchanged
Clear Point Advisors Inc.110$8.24K0.01%+1+0.9%Added
Johnson Financial Group, Inc.121$9.04K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC122$9.12K0.00%+122New
Fortitude Family Office, LLC124$9.27K0.01%00.0%Unchanged
Bell Investment Advisors, Inc132$9.87K0.00%+111+528.6%Added
Versant Capital Management, Inc136$10.2K0.00%+102+300.0%Added
Princeton Global Asset Management LLC150$11.2K0.00%−200−57.1%Reduced
JJJ Advisors Inc.156$11.7K0.00%00.0%Unchanged
Hexagon Capital Partners LLC157$11.7K0.00%−9−5.4%Reduced
Barrett & Company, Inc.167$12.5K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC178$13.3K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.178$13.3K0.00%+75+72.8%Added
Foster Dykema Cabot & Partners, LLC193$14.4K0.00%+187+3,116.7%Added
Tortoise Investment Management, LLC200$14.9K0.00%00.0%Unchanged
Retirement Group, LLC200$14.9K0.01%00.0%Unchanged
Resources Management Corp200$15.0K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC217$16.2K0.00%+217New
City State Bank233$17.0K0.01%00.0%Unchanged
Sofos Investments, Inc.228$17.0K0.00%+155+212.3%Added
Quent Capital, LLC238$17.8K0.00%−74−23.7%Reduced
Sittner & Nelson, LLC250$18.7K0.01%00.0%Unchanged
Steward Partners Investment Advisory, LLC261$19.5K0.00%00.0%Unchanged
Parallel Advisors, LLC262$19.6K0.00%+120+84.5%Added
Allworth Financial LP266$19.9K0.00%+38+16.7%Added
Deseret Mutual Benefit Administrators293$21.9K0.01%00.0%Unchanged
Gen-Wealth Partners Inc300$22.4K0.01%+300New
TD Waterhouse Canada Inc.305$23.4K0.00%+28+10.1%Added
Parkside Financial Bank & Trust323$24.1K0.00%−401−55.4%Reduced
CoreCap Advisors, LLC324$24.2K0.00%+324New
Independence Bank of Kentucky325$24.3K0.01%00.0%Unchanged
Chesapeake Asset Management LLC326$24.4K0.02%00.0%Unchanged
Estabrook Capital Management326$24.4K0.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC350$26.2K0.00%−421−54.6%Reduced
MeadowBrook Investment Advisors LLC350$26.2K0.02%00.0%Unchanged
BOK Financial Private Wealth, Inc.357$26.7K0.00%00.0%Unchanged
Lindbrook Capital, LLC359$26.8K0.00%+31+9.5%Added
Resona Asset Management Co.,Ltd.381$28.5K0.00%+381New
HM Payson & Co394$29.4K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.398$29.7K0.01%−83−17.3%Reduced
Monetary Management Group Inc400$29.9K0.01%00.0%Unchanged
First United Bank Trust400$29.9K0.01%00.0%Unchanged
Cape Investment Advisory, Inc.401$30.0K0.01%+401New
Custom Portfolio Group LLC411$30.7K0.03%00.0%Unchanged
AdvisorNet Financial, Inc458$34.2K0.00%−109−19.2%Reduced
VisionPoint Advisory Group, LLC460$34.4K0.01%+460New
Rise Advisors, LLC483$36.1K0.02%+483New
Manchester Capital Management LLC495$37.0K0.00%+20+4.2%Added
Harbour Investments, Inc.497$37.1K0.00%−298−37.5%Reduced