Pinnacle West Capital Corporation
DE ˙ DB ˙ US7234841010
85,00 € ↑0,54 (0,64%)
2026-06-04
DEL PRIS
SecurityDE:PWC / Pinnacle West Capital Corporation
InstitutionCerity Partners LLC
Latest Disclosed Ownership101,013 shares
Latest Disclosed Value $ 10,177,025
Cerity Partners LLC reports 45.88% decrease in ownership of PWC / Pinnacle West Capital Corporation

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 101,013 shares of Pinnacle West Capital Corporation (DE:PWC) valued at $8,889,144 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 186,639 shares of Pinnacle West Capital Corporation. This represents a change in shares of -45.88% during the quarter. The current value of the position is $8,586,105 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)
2026-05-15 2026-03-31 13F PINNACLE WEST CAP COM 723484101 101,013 -85,626 -45.88 10,177 -38.52 0.0071
2026-02-11 2025-12-31 13F PINNACLE WEST CAP COM 723484101 186,639 92,352 97.95 16,555 95.84 0.0241
2025-10-22 2025-09-30 13F PINNACLE WEST CAP COM 723484101 94,287 1,642 1.77 8,454 1.99 0.0137
2025-08-13 2025-06-30 13F PINNACLE WEST CAP Stock 723484101 92,645 -45,306 -32.84 8,289 -36.92 0.0148
2025-04-30 2025-03-31 13F PINNACLE WEST CAP Stock 723484101 137,951 44,187 47.13 13,140 65.08 0.0266
2025-02-13 2024-12-31 13F PINNACLE WEST CAP Stock 723484101 93,764 85,214 996.65 7,960 951.39 0.0173
2024-11-12 2024-09-30 13F PINNACLE WEST CAP Stock 723484101 8,550 -13,238 -60.76 757 -54.51 0.0017
2024-08-13 2024-06-30 13F PINNACLE WEST CAP COM 723484101 21,788 -361 -1.63 1,664 0.60 0.0044
2024-05-14 2024-03-31 13F PINNACLE WEST CAP Equities 723484101 22,149 -23,761 -51.76 1,655 -49.85 0.0044
2024-01-26 2023-12-31 13F PINNACLE WEST CAP Equity 723484101 45,910 1,321 2.96 3,298 0.40 0.0108
2023-11-14 2023-09-30 13F PINNACLE WEST CAP Equities 723484101 44,589 -4,579 -9.31 3,285 -17.98 0.0160
2023-08-14 2023-06-30 13F PINNACLE WEST CAP Equities 723484101 49,168 29,057 144.48 4,005 42.78 0.0156
2023-05-11 2023-03-31 13F PINNACLE WEST CAP Equities 723484101 20,111 -1,503 -6.95 2,805 70.72 0.0066
2023-02-15 2022-12-31 13F PINNACLE WEST CAP Equities 723484101 21,614 15,904 278.53 1,644 346.47 0.0105
2022-11-14 2022-09-30 13F PINNACLE WEST CAP Stock 723484101 5,710 -13,570 -70.38 368 -73.90 0.0044
2022-08-10 2022-06-30 13F PINNACLE WEST CAP COM 723484101 19,280 19,280 1,410 0.0156
2022-04-25 2022-03-31 13F PINNACLE WEST CAP Stock 723484101 0 -2,956 -100.00 0 -100.00
2022-02-14 2021-12-31 13F PINNACLE WEST CAP Stock 723484101 2,956 2,956 208 0.0032
2019-08-14 2019-06-30 13F PINNACLE WEST CAP COM 723484101 0 -4,897 -100.00 0 -100.00
2019-05-14 2019-03-31 13F PINNACLE WEST CAP COM 723484101 4,897 4,897 468 0.0315
2018-08-15 2018-06-30 13F PINNACLE WEST CAP COM 723484101 0 -3,843 -100.00 0 -100.00
2018-05-15 2018-03-31 13F PINNACLE WEST CAP COM 723484101 3,843 -55 -1.41 307 -7.53 0.0235
2018-02-14 2017-12-31 13F PINNACLE WEST CAP COM 723484101 3,898 -2 -0.05 332 0.61 0.0223
2017-11-13 2017-09-30 13F PINNACLE WEST CAP COM 723484101 3,900 -967 -19.87 330 14.19 0.0234
2017-08-10 2017-06-30 13F PINNACLE WEST CAP COM 723484101 4,867 1,059 27.81 289 -9.12 0.0242
2017-05-02 2017-03-31 13F PINNACLE WEST CAP COM 723484101 3,808 3,808 318 0.0265
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.