Pinnacle West Capital Corporation
DE ˙ DB ˙ US7234841010
85,88 € ↑0,88 (1,04%)
2026-06-05
DEL PRIS
SecurityDE:PWC / Pinnacle West Capital Corporation
InstitutionKeystone Financial Planning, Inc.
Latest Disclosed Ownership13,957 shares
Latest Disclosed Value $ 1,406,168
Keystone Financial Planning, Inc. reports 6.33% increase in ownership of PWC / Pinnacle West Capital Corporation

On April 9, 2026 - Keystone Financial Planning, Inc. filed a 13F-HR form disclosing ownership of 13,957 shares of Pinnacle West Capital Corporation (DE:PWC) valued at $1,228,216 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 13,126 shares of Pinnacle West Capital Corporation. This represents a change in shares of 6.33% during the quarter. The current value of the position is $1,198,627 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)
2026-04-09 2026-03-31 13F PINNACLE WEST CAP COM 723484101 13,957 831 6.33 1,406 20.79 0.3756
2026-01-07 2025-12-31 13F PINNACLE WEST CAP COM 723484101 13,126 -133 -1.00 1,164 -2.02 0.3377
2025-10-08 2025-09-30 13F PINNACLE WEST CAP COM 723484101 13,259 -96 -0.72 1,189 -0.50 0.3455
2025-07-31 2025-06-30 13F PINNACLE WEST CAP COM 723484101 13,355 -68,023 -83.59 1,195 -84.60 0.3612
2025-04-09 2025-03-31 13F PINNACLE WEST CAP COM 723484101 81,378 -1,209 -1.46 7,751 10.73 2.3093
2025-01-13 2024-12-31 13F PINNACLE WEST CAP COM 723484101 82,587 -154 -0.19 7,001 -4.49 2.1716
2024-10-28 2024-09-30 13F PINNACLE WEST CAP COM 723484101 82,741 -1,315 -1.56 7,330 14.16 2.2183
2024-07-10 2024-06-30 13F PINNACLE WEST CAP COM 723484101 84,056 -92 -0.11 6,420 2.10 2.1246
2024-04-10 2024-03-31 13F PINNACLE WEST CAP COM 723484101 84,148 -1,627 -1.90 6,288 2.04 2.0393
2024-01-12 2023-12-31 13F PINNACLE WEST CAP COM 723484101 85,775 -691 -0.80 6,162 -3.27 2.0358
2023-10-10 2023-09-30 13F PINNACLE WEST CAP COM 723484101 86,466 -2,237 -2.52 6,371 -11.83 2.2257
2023-07-11 2023-06-30 13F PINNACLE WEST CAP COM 723484101 88,703 -693 -0.78 7,226 2.00 2.4191
2023-04-21 2023-03-31 13F PINNACLE WEST CAP COM 723484101 89,396 -860 -0.95 7,084 3.21 2.4099
2023-01-30 2022-12-31 13F PINNACLE WEST CAP COM 723484101 90,256 -699 -0.77 6,863 16.96 2.3130
2022-10-12 2022-09-30 13F PINNACLE WEST CAP COM 723484101 90,955 893 0.99 5,868 -10.89 2.2555
2022-07-19 2022-06-30 13F PINNACLE WEST CAP COM 723484101 90,062 -494 -0.55 6,585 -6.89 2.3141
2022-04-28 2022-03-31 13F PINNACLE WEST CAP COM 723484101 90,556 -921 -1.01 7,072 9.52 2.3664
2022-02-09 2021-12-31 13F PINNACLE WEST CAP COM 723484101 91,477 -1,770 -1.90 6,457 -4.30 2.1994
2021-10-15 2021-09-30 13F PINNACLE WEST COM 723484101 93,247 5,254 5.97 6,747 -6.46 2.4528
2021-08-13 2021-06-30 13F PINNACLE WEST COM 723484101 87,993 -1,754 -1.95 7,213 -1.21 2.6128
2021-05-07 2021-03-31 13F PINNACLE WEST COM 723484101 89,747 3,568 4.14 7,301 5.97 2.7216
2021-02-04 2020-12-31 13F PINNACLE WEST COM 723484101 86,179 1,336 1.57 6,890 8.93 2.8585
2020-11-05 2020-09-30 13F PINNACLE WEST COM 723484101 84,843 16,914 24.90 6,325 27.03 3.0559
2020-07-27 2020-06-30 13F PINNACLE WEST COM 723484101 67,929 65,209 2,397.39 4,979 2,316.99 2.4557
2020-05-05 2020-03-31 13F PINNACLE WEST COM 723484101 2,720 2,720 206 0.1179
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.