Pinnacle West Capital Corporation
DE ˙ DB ˙ US7234841010
85,88 € ↑0,88 (1,04%)
2026-06-05
DEL PRIS
SecurityDE:PWC / Pinnacle West Capital Corporation
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership9,298 shares
Latest Disclosed Value $ 936,798
Sowell Financial Services LLC reports 13.10% decrease in ownership of PWC / Pinnacle West Capital Corporation

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 9,298 shares of Pinnacle West Capital Corporation (DE:PWC) valued at $818,224 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 10,700 shares of Pinnacle West Capital Corporation. This represents a change in shares of -13.10% during the quarter. The current value of the position is $798,512 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)
2026-04-20 2026-03-31 13F PINNACLE WEST CAP COM 723484101 9,298 -1,402 -13.10 937 -1.37 0.0346
2026-01-21 2025-12-31 13F PINNACLE WEST CAP COM 723484101 10,700 -883 -7.62 949 -8.57 0.0349
2025-10-17 2025-09-30 13F PINNACLE WEST CAP COM 723484101 11,583 215 1.89 1,039 2.06 0.0399
2025-07-14 2025-06-30 13F PINNACLE WEST CAP COM 723484101 11,368 43 0.38 1,017 -5.66 0.0414
2025-04-17 2025-03-31 13F PINNACLE WEST CAP COM 723484101 11,325 -458 -3.89 1,079 8.02 0.0491
2025-02-07 2024-12-31 13F PINNACLE WEST CAP COM 723484101 11,783 1,200 11.34 999 6.40 0.0525
2024-10-04 2024-09-30 13F PINNACLE WEST CAP COM 723484101 10,583 88 0.84 938 16.96 0.0436
2024-08-13 2024-06-30 13F PINNACLE WEST CAP COM 723484101 10,495 -324 -2.99 802 -0.87 0.0383
2024-05-03 2024-03-31 13F PINNACLE WEST CAP COM 723484101 10,819 77 0.72 809 4.79 0.0382
2024-01-24 2023-12-31 13F PINNACLE WEST CAP COM 723484101 10,742 304 2.91 772 0.39 0.0418
2023-11-08 2023-09-30 13F PINNACLE WEST CAP COM 723484101 10,438 -274 -2.56 769 -11.91 0.0483
2023-08-14 2023-06-30 13F PINNACLE WEST CAP COM 723484101 10,712 823 8.32 873 0.0487
2023-05-12 2023-03-31 13F PINNACLE WEST CAP STOCK 723484101 9,889 9,889 1 0.0605
2023-02-09 2022-12-31 13F Pinnacle West Cap Stock 723484101 0 -10,112 -100.00 0 -100.00
2022-11-15 2022-09-30 13F Pinnacle West Cap Stock 723484101 10,112 10,112 652 0.0657
2021-11-04 2021-09-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 0 -11,745 -100.00 0 -100.00
2021-08-05 2021-06-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 11,745 -95 -0.80 963 -5.03 0.0638
2021-05-07 2021-03-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 11,840 2,110 21.69 1,014 30.33 0.0353
2021-01-13 2020-12-31 13F PINNACLE WEST CAP CORP COM COM 723484101 9,730 973 11.11 778 19.14 0.0332
2020-11-12 2020-09-30 13F PINNACLE WEST CAP CORP COM COM 723484101 8,757 187 2.18 653 3.98 0.0326
2020-08-13 2020-06-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 8,570 -442 -4.90 628 -8.05 0.0345
2020-05-12 2020-03-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 9,012 3,917 76.88 683 49.13 0.0505
2020-02-07 2019-12-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 5,095 824 19.29 458 10.36 0.0349
2019-11-14 2019-09-30 13F PINNACLE WEST CAP CORP COM COM 723484101 4,271 107 2.57 415 4.27 0.0343
2019-05-15 2019-03-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 4,164 223 5.66 398 18.45 0.0444
2019-03-05 2018-12-31 13F PINNACLE WEST CAP COM 723484101 3,941 3,941 336 0.0476
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.