Pinnacle West Capital Corporation
DE ˙ DB ˙ US7234841010
85,88 € ↑0,88 (1,04%)
2026-06-05
DEL PRIS
SecurityDE:PWC / Pinnacle West Capital Corporation
InstitutionMeeder Advisory Services, Inc.
Latest Disclosed Ownership4,589 shares
Latest Disclosed Value $ 462,342
Meeder Advisory Services, Inc. reports 9.16% increase in ownership of PWC / Pinnacle West Capital Corporation

On May 7, 2026 - Meeder Advisory Services, Inc. filed a 13F-HR form disclosing ownership of 4,589 shares of Pinnacle West Capital Corporation (DE:PWC) valued at $403,832 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 4,204 shares of Pinnacle West Capital Corporation. This represents a change in shares of 9.16% during the quarter. The current value of the position is $394,103 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)
2026-05-07 2026-03-31 13F PINNACLE WEST CAP COM 723484101 4,589 385 9.16 462 24.19 0.0193
2026-02-11 2025-12-31 13F PINNACLE WEST CAP COM 723484101 4,204 -2,226 -34.62 373 -35.42 0.0160
2026-02-11 2025-12-31 13F PINNACLE WEST CAP COM 723484101 4,204 373
2025-10-24 2025-09-30 13F PINNACLE WEST CAP COM 723484101 6,430 2,538 65.21 577 65.52 0.0268
2025-08-07 2025-06-30 13F PINNACLE WEST CAP COM 723484101 3,892 494 14.54 348 7.74 0.0180
2025-05-07 2025-03-31 13F PINNACLE WEST CAP COM 723484101 3,398 -369 -9.80 324 1.25 0.0194
2025-02-12 2024-12-31 13F PINNACLE WEST CAP COM 723484101 3,767 349 10.21 319 5.63 0.0199
2024-11-07 2024-09-30 13F PINNACLE WEST CAP COM 723484101 3,418 591 20.91 303 40.47 0.0196
2024-08-08 2024-06-30 13F PINNACLE WEST CAP COM 723484101 2,827 2,827 216 0.0153
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.