Pinnacle West Capital Corporation
DE ˙ DB ˙ US7234841010
85,88 € ↑0,88 (1,04%)
2026-06-05
DEL PRIS
SecurityDE:PWC / Pinnacle West Capital Corporation
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership31,893 shares
Latest Disclosed Value $ 3,213,238
Mercer Global Advisors Inc /adv reports 7.41% increase in ownership of PWC / Pinnacle West Capital Corporation

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 31,893 shares of Pinnacle West Capital Corporation (DE:PWC) valued at $2,806,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 29,693 shares of Pinnacle West Capital Corporation. This represents a change in shares of 7.41% during the quarter. The current value of the position is $2,738,971 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 31,893 2,200 7.41 3,213 22.03 0.0048
2026-02-17 2025-12-31 13F PINNACLE WEST CAP COM 723484101 29,693 2,407 8.82 2,634 7.65 0.0040
2025-11-14 2025-09-30 13F PINNACLE WEST CAP COM 723484101 27,286 -420 -1.52 2,446 -1.29 0.0041
2025-08-14 2025-06-30 13F PINNACLE WEST CAP COM 723484101 27,706 -24,004 -46.42 2,479 -49.69 0.0050
2025-05-15 2025-03-31 13F PINNACLE WEST CAP COM 723484101 51,710 2,056 4.14 4,925 17.01 0.0113
2025-02-14 2024-12-31 13F PINNACLE WEST CAP COM 723484101 49,654 -8,141 -14.09 4,209 -19.52 0.0103
2024-11-14 2024-09-30 13F PINNACLE WEST CAP COM 723484101 57,795 2,877 5.24 5,231 24.70 0.0122
2024-08-12 2024-06-30 13F PINNACLE WEST CAP COM 723484101 54,918 4,725 9.41 4,195 139,700.00 0.0114
2024-05-15 2024-03-31 13F PINNACLE WEST CAP COM 723484101 50,193 -15,233 -23.28 4 -25.00 0.0107
2024-02-15 2023-12-31 13F PINNACLE WEST CAP COM 723484101 65,426 -2,034 -3.02 5 0.00 0.0141
2023-11-15 2023-09-30 13F/A-1 PINNACLE WEST CAP COM 723484101 67,460 1,679 2.55 5 -20.00 0.0189
2023-11-14 2023-09-30 13F PINNACLE WEST CAP COM 723484101 67,460 1,679 5 0.0189
2023-08-14 2023-06-30 13F PINNACLE WEST CAP COM 723484101 65,781 2,060 3.23 5 0.00 0.0213
2023-05-16 2023-03-31 13F PINNACLE WEST CAP COM 723484101 63,721 3,475 5.77 5 25.00 0.0229
2023-02-09 2022-12-31 13F PINNACLE WEST CAP COM 723484101 60,246 6,576 12.25 5 -99.88 0.0229
2022-11-15 2022-09-30 13F PINNACLE WEST CAP COM 723484101 53,670 5,978 12.53 3,462 -0.72 0.0205
2022-08-10 2022-06-30 13F PINNACLE WEST CAP COM 723484101 47,692 6,819 16.68 3,487 9.24 0.0213
2022-05-10 2022-03-31 13F PINNACLE WEST CAP COM 723484101 40,873 9,223 29.14 3,192 42.88 0.0188
2022-02-04 2021-12-31 13F PINNACLE WEST CAP COM 723484101 31,650 -19,043 -37.57 2,234 -39.09 0.0138
2021-11-10 2021-09-30 13F PINNACLE WEST CAP COM 723484101 50,693 9,001 21.59 3,668 7.35 0.0256
2021-08-10 2021-06-30 13F PINNACLE WEST CAP COM 723484101 41,692 5,581 15.46 3,417 16.30 0.0263
2021-08-10 2021-03-31 13F/A-1 PINNACLE WEST CAP COM 723484101 36,111 6,088 20.28 2,938 22.42 0.0267
2021-05-11 2021-03-31 13F PINNACLE WEST CAP COM 723484101 26,903 -3,120 2,189 0.0210
2021-02-12 2020-12-31 13F PINNACLE WEST CAP COM 723484101 30,023 20,292 208.53 2,400 231.03 0.0300
2020-12-10 2020-09-30 13F PINNACLE WEST CAP COM 723484101 9,731 -352 -3.49 725 -1.89 0.0109
2020-08-10 2020-06-30 13F PINNACLE WEST CAP COM 723484101 10,083 1,496 17.42 739 13.52 0.0134
2020-05-18 2020-03-31 13F PINNACLE WEST CAP COM 723484101 8,587 -1,911 -18.20 651 -31.04 0.0143
2020-02-13 2019-12-31 13F PINNACLE WEST CAP CORP COM COM 723484101 10,498 -307 -2.84 944 -9.92 0.0189
2019-11-12 2019-09-30 13F PINNACLE WEST CAP CORP COM COM 723484101 10,805 -1 -0.01 1,048 3.05 0.0246
2019-08-14 2019-06-30 13F PINNACLE WEST CAP CORP COM COM 723484101 10,806 261 2.48 1,017 0.89 0.0270
2019-04-23 2019-03-31 13F/A-1 PINNACLE WEST CAP CORP COM COM 723484101 10,545 10,545 1,008 0.0363
2019-04-12 2019-03-31 13F PINNACLE WEST CAP CORP C COM 723484101 6,580 561 0.0299
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.