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 2024
Institutional positions in Pinnacle West Capital Corp as of Dec 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
- 617
- +43 vs. Q3 2024
- Shares held
- 113.0M
- −1.51M (−1.3%) vs. Q3 2024
- Total value
- $9.57B
- −$542.9M (−5.4%) vs. Q3 2024
- New holders
- 108
- 217 more added
- Sold out
- 65
- 180 more reduced
6 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Pinnacle West Capital Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 400 | $33.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 400 | $33.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 394 | $33.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 371 | $31.4K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 347 | $29.4K | 0.00% | −733−67.9% | Reduced |
| YANKCOM Partnership | 341 | $28.9K | 0.02% | +341 | New |
| American National Bank | 331 | $28.1K | 0.00% | +331 | New |
| Estabrook Capital Management | 326 | $27.6K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 325 | $27.6K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 324 | $27.5K | 0.00% | +17+5.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $25.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $25.4K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 300 | $25.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 295 | $25.0K | 0.00% | −25−7.8% | Reduced |
| Deseret Mutual Benefit Administrators | 293 | $24.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 291 | $24.7K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 289 | $24.0K | 0.00% | +289 | New |
| Colonial Trust Co | 276 | $23.4K | 0.00% | +219+384.2% | Added |
| Quent Capital, LLC | 266 | $22.5K | 0.00% | +1+0.4% | Added |
| Sittner & Nelson, LLC | 250 | $21.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 240 | $20.3K | 0.00% | −317−56.9% | Reduced |
| City State Bank | 233 | $19.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 205 | $17.3K | 0.01% | +12+6.2% | Added |
| Hexagon Capital Partners LLC | 203 | $17.2K | 0.00% | +72+55.0% | Added |
| Riverview Trust Co | 201 | $17.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $17.0K | 0.00% | +200 | New |
| Trust Co of Vermont | 199 | $16.9K | 0.00% | +199 | New |
| Heritage Wealth Advisors | 174 | $14.8K | 0.00% | +174 | New |
| Glen Eagle Advisors, LLC | 167 | $14.2K | 0.00% | +115+221.2% | Added |
| Barrett & Company, Inc. | 167 | $14.2K | 0.01% | +167 | New |
| LRI Investments, LLC | 163 | $13.8K | 0.00% | −2,335−93.5% | Reduced |
| Bell Investment Advisors, Inc | 158 | $13.4K | 0.00% | −6−3.7% | Reduced |
| Covestor Ltd | 155 | $13.0K | 0.01% | +5+3.3% | Added |
| Pinnacle Bancorp, Inc. | 146 | $12.4K | 0.00% | −32−18.0% | Reduced |
| SBI Securities Co., Ltd. | 146 | $12.4K | 0.00% | +146 | New |
| Assetmark, Inc | 136 | $11.5K | 0.00% | +111+444.0% | Added |
| Johnson Financial Group, Inc. | 121 | $10.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 122 | $10.3K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 118 | $10.0K | 0.00% | +18+18.0% | Added |
| Smartleaf Asset Management LLC | 113 | $9.58K | 0.00% | −20−15.0% | Reduced |
| Rocky Mountain Advisers, LLC | 110 | $9.32K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $8.65K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $8.48K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $8.48K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 104 | $8.00K | 0.00% | +18+20.9% | Added |
| Skopos Labs, Inc. | 90 | $7.63K | 0.00% | −11−10.9% | Reduced |
| Spire Wealth Management | 87 | $7.38K | 0.00% | −2−2.2% | Reduced |
| Financial Perspectives, Inc | 81 | $6.87K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 81 | $6.87K | 0.00% | +81 | New |
| Meeder Asset Management Inc | 80 | $6.78K | 0.00% | +80 | New |
| Whittier Trust Co of Nevada Inc | 80 | $6.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $6.61K | 0.00% | −29−27.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 75 | $6.59K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 76 | $6.44K | 0.00% | +76 | New |
| Farmers & Merchants Investments Inc | 75 | $6.36K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 73 | $6.19K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 70 | $5.93K | 0.00% | −97−58.1% | Reduced |
| Piscataqua Savings Bank | 70 | $5.93K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $5.68K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 67 | $5.68K | 0.01% | +67 | New |
| MV Capital Management, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 58 | $4.92K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 56 | $4.58K | 0.00% | +56 | New |
| Bruce G. Allen Investments, LLC | 51 | $4.32K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $4.24K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 44 | $3.77K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 43 | $3.65K | 0.00% | +14+48.3% | Added |
| Private Wealth Management Group, LLC | 41 | $3.48K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 41 | $3.48K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $3.48K | 0.00% | +38+1,266.7% | Added |
| Semmax Financial Advisors Inc. | 38 | $3.46K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $3.39K | 0.00% | – | – |
| Roxbury Financial LLC | 35 | $3.31K | 0.00% | +35 | New |
| NBC Securities, Inc. | 38 | $3.22K | 0.29% | −987−96.3% | Reduced |
| Eagle Bay Advisors LLC | 36 | $3.01K | 0.00% | −10−21.7% | Reduced |
| Synergy Investment Management, LLC | 34 | $2.88K | 0.00% | +34 | New |
| Wiser Advisor Group LLC | 33 | $2.80K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 33 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 30 | $2.54K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $2.54K | 0.00% | +30 | New |
| Dunhill Financial, LLC | 28 | $2.37K | 0.00% | +6+27.3% | Added |
| HGK Asset Management Inc | 24 | $2.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $1.86K | 0.00% | −1−4.3% | Reduced |
| Ridgewood Investments LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.61K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $1.61K | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 17 | $1.49K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 17 | $1.44K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $1.44K | 0.00% | +17 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $1.44K | 0.00% | +13+325.0% | Added |
| SJS Investment Consulting Inc. | 15 | $1.27K | 0.00% | −3−16.7% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $1.10K | 0.00% | −1−7.1% | Reduced |
| HHM Wealth Advisors, LLC | 12 | $1.02K | 0.00% | +12 | New |
| GW&K Investment Management, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| ORG Partners LLC | 10 | $872 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $848 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $848 | 0.00% | +10 | New |