Pinnacle West Capital Corporation
DE ˙ DB ˙ US7234841010
85,88 € ↑0,88 (1,04%)
2026-06-05
DEL PRIS
SecurityDE:PWC / Pinnacle West Capital Corporation
InstitutionCWM Advisors, LLC
Latest Disclosed Ownership5,290 shares
Latest Disclosed Value $ 532,967
CWM Advisors, LLC reports 176,233.33% increase in ownership of PWC / Pinnacle West Capital Corporation

On May 13, 2026 - CWM Advisors, LLC filed a 13F-HR/A form disclosing ownership of 5,290 shares of Pinnacle West Capital Corporation (DE:PWC) valued at $465,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3 shares of Pinnacle West Capital Corporation. The current value of the position is $454,305 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F/A-1 PINNACLE WEST CAP COM 723484101 5,290 5,287 176,233.33 533 0.1069
2026-04-23 2026-03-31 13F PINNACLE WEST CAP COM 723484101 2 -1 0 0.0000
2026-02-17 2025-12-31 13F PINNACLE WEST CAP COM 723484101 3 3 0 0.0000
2025-01-17 2024-12-31 13F PINNACLE WEST CAP COM 723484101 0 -9,634 -100.00 0 -100.00
2024-10-10 2024-09-30 13F PINNACLE WEST CAP COM 723484101 9,634 9,634 854 0.0873
2023-04-24 2023-03-31 13F PINNACLE WEST CAP COM 723484101 0 -3,758 -100.00 0 -100.00
2023-01-26 2022-12-31 13F PINNACLE WEST CAP COM 723484101 3,758 224 6.34 286 25.00 0.0368
2022-11-07 2022-09-30 13F PINNACLE WEST CAP COM 723484101 3,534 162 4.80 228 -7.69 0.0322
2022-08-10 2022-06-30 13F PINNACLE WEST CAP COM 723484101 3,372 -271 -7.44 247 -13.33 0.0328
2022-04-21 2022-03-31 13F PINNACLE WEST CAP COM 723484101 3,643 358 10.90 285 22.84 0.0330
2022-02-14 2021-12-31 13F/A-1 PINNACLE WEST CAP COM 723484101 3,285 3,285 232 0.0266
2021-11-09 2021-09-30 13F PINNACLE WEST CAP COM 723484101 0 -7,366 -100.00 0 -100.00
2021-08-10 2021-06-30 13F PINNACLE WEST CAP COM 723484101 7,366 739 11.15 604 12.06 0.0795
2021-04-30 2021-03-31 13F PINNACLE WEST CAP COM 723484101 6,627 1,111 20.14 539 22.22 0.0827
2021-02-12 2020-12-31 13F PINNACLE WEST CAP COM 723484101 5,516 389 7.59 441 15.45 0.0975
2020-11-16 2020-09-30 13F PINNACLE WEST CAP COM 723484101 5,127 -231 -4.31 382 -2.80 0.1051
2020-08-12 2020-06-30 13F PINNACLE WEST CAP COM 723484101 5,358 87 1.65 393 -1.50 0.1357
2020-05-08 2020-03-31 13F PINNACLE WEST CAP COM 723484101 5,271 -2,571 -32.79 399 -43.40 0.1594
2020-01-24 2019-12-31 13F PINNACLE WEST CAP COM 723484101 7,842 1,009 14.77 705 6.33 0.2528
2019-11-13 2019-09-30 13F PINNACLE WEST CAP COM 723484101 6,833 759 12.50 663 15.91 0.2528
2019-07-16 2019-06-30 13F PINNACLE WEST CAP COM 723484101 6,074 639 11.76 572 10.21 0.2406
2019-05-16 2019-03-31 13F PINNACLE WEST CAP COM 723484101 5,435 1,665 44.16 519 61.68 0.2410
2019-02-21 2018-12-31 13F/A-1 PINNACLE WEST CAP COM 723484101 3,770 -309 -7.58 321 -0.62 0.2158
2019-02-21 2018-09-30 13F/A-1 PINNACLE WEST CAP COM 723484101 4,079 486 13.53 323 11.76 0.1991
2018-11-07 2018-09-30 13F PINNACLE WEST CAP COM 723484101 3,706 3,706 293
2019-02-21 2018-06-30 13F/A-1 PINNACLE WEST CAP COM 723484101 3,593 472 15.12 289 16.06 0.2054
2019-02-22 2018-03-31 13F/A-1 PINNACLE WEST CAP COM 723484101 3,121 1,093 53.90 249 43.93 0.2537
2019-02-21 2017-12-31 13F/A-1 PINNACLE WEST CAP COM 723484101 2,028 2,028 173 0.1471
2018-02-15 2017-12-31 13F Pinnacle West Cap COM 723484101 1 0 0.0000
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.