Pinnacle West Capital Corporation
DE ˙ DB ˙ US7234841010
85,88 € ↑0,88 (1,04%)
2026-06-05
DEL PRIS
SecurityDE:PWC / Pinnacle West Capital Corporation
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership35,475 shares
Latest Disclosed Value $ 3,574,106
Baird Financial Group, Inc. reports 3.36% decrease in ownership of PWC / Pinnacle West Capital Corporation

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 35,475 shares of Pinnacle West Capital Corporation (DE:PWC) valued at $3,121,800 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 36,708 shares of Pinnacle West Capital Corporation. This represents a change in shares of -3.36% during the quarter. The current value of the position is $3,046,593 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F PINNACLE WEST CAP COM 723484101 35,475 -1,233 -3.36 3,574 9.77 0.0030
2026-02-13 2025-12-31 13F PINNACLE WEST CAP CORP COM COMMON 723484101 36,708 4,159 12.78 3,256 11.58 0.0051
2025-11-13 2025-09-30 13F PINNACLE WEST CAP COMMON 723484101 32,549 -3,366 -9.37 2,918 -9.18 0.0047
2025-08-13 2025-06-30 13F PINNACLE WEST CAP CORP COM COMMON 723484101 35,915 1,295 3.74 3,213 -2.55 0.0056
2025-05-15 2025-03-31 13F PINNACLE WEST CAP CORP COM COMMON 723484101 34,620 9,509 37.87 3,298 54.93 0.0063
2025-02-14 2024-12-31 13F PINNACLE WEST CAP COMMON 723484101 25,111 550 2.24 2,129 -2.16 0.0041
2024-11-14 2024-09-30 13F PINNACLE WEST CAP COMMON 723484101 24,561 -2,321 -8.63 2,176 5.94 0.0042
2024-08-14 2024-06-30 13F PINNACLE WEST CAP COMMON 723484101 26,882 -30,868 -53.45 2,053 -52.42 0.0043
2024-05-14 2024-03-31 13F PINNACLE WEST CAP COMMON 723484101 57,750 -229,124 -79.87 4,316 -79.06 0.0090
2024-02-14 2023-12-31 13F PINNACLE WEST CAP COMMON 723484101 286,874 -155,758 -35.19 20,609 -36.81 0.0470
2023-11-13 2023-09-30 13F PINNACLE WEST CAP COMMON 723484101 442,632 -60,244 -11.98 32,613 -20.39 0.0890
2023-08-11 2023-06-30 13F PINNACLE WEST CAP COMMON 723484101 502,876 110,920 28.30 40,964 31.90 0.1081
2023-05-15 2023-03-31 13F PINNACLE WEST CAP COMMON 723484101 391,956 -20,348 -4.94 31,059 100,087.10 0.0766
2023-02-13 2022-12-31 13F PINNACLE WEST CAP COMMON 723484101 412,304 46,554 12.73 31 -99.87 0.0826
2022-11-15 2022-09-30 13F PINNACLE WEST CAP COMMON 723484101 365,750 224,493 158.93 23,595 128.43 0.0695
2022-08-08 2022-06-30 13F PINNACLE WEST CAP COMMON 723484101 141,257 124,320 734.01 10,329 680.73 0.0287
2022-05-13 2022-03-31 13F PINNACLE WEST CAP COMMON 723484101 16,937 -11,860 -41.18 1,323 -34.92 0.0033
2022-02-09 2021-12-31 13F PINNACLE WEST CAP COMMON 723484101 28,797 -331 -1.14 2,033 -3.56 0.0048
2021-11-12 2021-09-30 13F PINNACLE WEST CAP COMMON 723484101 29,128 -686 -2.30 2,108 -13.75 0.0054
2021-08-11 2021-06-30 13F PINNACLE WEST CAP COMMON 723484101 29,814 -1,362 -4.37 2,444 -3.63 0.0064
2021-05-13 2021-03-31 13F PINNACLE WEST CAP COMMON 723484101 31,176 5,887 23.28 2,536 25.42 0.0071
2021-02-11 2020-12-31 13F PINNACLE WEST CAP COMMON 723484101 25,289 2,363 10.31 2,022 18.31 0.0060
2020-11-12 2020-09-30 13F PINNACLE WEST CAP COMMON 723484101 22,926 -11,819 -34.02 1,709 -32.90 0.0059
2020-10-22 2020-06-30 13F/A-1 PINNACLE WEST CAP COMMON 723484101 34,745 26,586 325.85 2,547 312.14 0.0096
2020-08-14 2020-06-30 13F PINNACLE WEST CAP COMMON 723484101 9,790 1,631 880 1,743.9601
2020-05-14 2020-03-31 13F PINNACLE WEST CAP COMMON 723484101 8,159 -1,726 -17.46 618 -30.48 0.0028
2020-02-14 2019-12-31 13F PINNACLE WEST CAP COMMON 723484101 9,885 -6,375 -39.21 889 -43.70 0.0032
2019-11-14 2019-09-30 13F PINNACLE WEST CAP Common 723484101 16,260 -21,805 -57.28 1,579 -55.91 0.0062
2019-08-14 2019-06-30 13F PINNACLE WEST CAP COMMON 723484101 38,065 2,990 8.52 3,581 6.80 0.0139
2019-05-14 2019-03-31 13F PINNACLE WEST CAP COMMON 723484101 35,075 2,107 6.39 3,353 19.37 0.0196
2019-02-14 2018-12-31 13F Pinnacle West Capital COMMON 723484101 32,968 -831 -2.46 2,809 5.36 0.0191
2018-11-13 2018-09-30 13F PINNACLE WEST CAP COMMON 723484101 33,799 1,659 5.16 2,666 2.97 0.0167
2018-08-13 2018-06-30 13F PINNACLE WEST CAP COMMON 723484101 32,140 561 1.78 2,589 2.74 0.0176
2018-05-14 2018-03-31 13F PINNACLE WEST CAP COMMON 723484101 31,579 1,077 3.53 2,520 -3.00 0.0177
2018-02-09 2017-12-31 13F PINNACLE WEST CAP COMMON 723484101 30,502 -5,379 -14.99 2,598 -14.37 0.0184
2017-11-14 2017-09-30 13F PINNACLE WEST CAP COMMON 723484101 35,881 -2,975 -7.66 3,034 -8.31 0.0229
2017-08-14 2017-06-30 13F PINNACLE WEST CAP COMMON 723484101 38,856 -4,172 -9.70 3,309 -7.78 0.0259
2017-06-19 2017-03-31 13F/A-1 PINNACLE WEST CAP COMMON 723484101 43,028 -9,896 -18.70 3,588 -13.12 0.0290
2017-05-09 2017-03-31 13F PINNACLE WEST CAP COMMON 723484101 43,028 3,588
2017-02-10 2016-12-31 13F PINNACLE WEST CAP COMMON 723484101 52,924 -4,739 -8.22 4,130 -5.75 0.0359
2016-11-10 2016-09-30 13F PINNACLE WEST CAP COMMON 723484101 57,663 -212 -0.37 4,382 -6.53 0.0393
2016-08-11 2016-06-30 13F PINNACLE WEST CAP COMMON 723484101 57,875 1,502 2.66 4,688 10.78 0.0430
2016-05-12 2016-03-31 13F PINNACLE WEST CAP COMMON 723484101 56,373 23,595 71.98 4,232 100.19 0.0405
2016-02-11 2015-12-31 13F PINNACLE WEST CAP COMMON 723484101 32,778 28,578 680.43 2,114 685.87 0.0211
2015-11-12 2015-09-30 13F PINNACLE WEST CAP COMMON 723484101 4,200 -185 -4.22 269 8.03 0.0029
2015-08-14 2015-06-30 13F PINNACLE WEST CAP COMMON 723484101 4,385 4,385 249 0.0025
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.