Pinnacle West Capital Corporation
DE ˙ DB ˙ US7234841010
85,88 € ↑0,88 (1,04%)
2026-06-05
DEL PRIS
SecurityDE:PWC / Pinnacle West Capital Corporation
InstitutionSystematic Financial Management Lp
Latest Disclosed Ownership51,080 shares
Latest Disclosed Value $ 5,146,310
Systematic Financial Management Lp reports 2.48% decrease in ownership of PWC / Pinnacle West Capital Corporation

On May 13, 2026 - Systematic Financial Management Lp filed a 13F-HR form disclosing ownership of 51,080 shares of Pinnacle West Capital Corporation (DE:PWC) valued at $4,495,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 52,380 shares of Pinnacle West Capital Corporation. This represents a change in shares of -2.48% during the quarter. The current value of the position is $4,386,750 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)
2026-05-13 2026-03-31 13F Pinnacle West Capital Corporat COM 723484101 51,080 -1,300 -2.48 5,146 10.76 0.0970
2026-02-09 2025-12-31 13F Pinnacle West Capital Corporat COM 723484101 52,380 7,340 16.30 4,646 15.06 0.1095
2025-11-13 2025-09-30 13F Pinnacle West Capital Corporat COM 723484101 45,040 295 0.66 4,038 0.87 0.0982
2025-08-13 2025-06-30 13F Pinnacle West Capital Corporat COM 723484101 44,745 -130 -0.29 4,003 -6.34 0.1068
2025-05-14 2025-03-31 13F Pinnacle West Capital Corporat COM 723484101 44,875 0 0.00 4,274 12.36 0.1218
2025-02-14 2024-12-31 13F Pinnacle West Capital Corporat COM 723484101 44,875 -340 -0.75 3,804 -5.02 0.0968
2024-11-14 2024-09-30 13F Pinnacle West Capital Corporat COM 723484101 45,215 -1,255 -2.70 4,006 12.85 0.1020
2024-08-16 2024-06-30 13F Pinnacle West Capital Corporat COM 723484101 46,470 9,390 25.32 3,549 28.12 0.1078
2024-05-15 2024-03-31 13F Pinnacle West Capital Corporat COM 723484101 37,080 13,815 59.38 2,771 65.77 0.0773
2024-02-14 2023-12-31 13F Pinnacle West Capital Corporat COM 723484101 23,265 900 4.02 1,671 1.46 0.0496
2023-11-14 2023-09-30 13F Pinnacle West Capital Corporat COM 723484101 22,365 -1,955 -8.04 1,648 -16.86 0.0531
2023-08-14 2023-06-30 13F Pinnacle West Capital Corporat COM 723484101 24,320 -75 -0.31 1,981 2.48 0.0625
2023-05-12 2023-03-31 13F Pinnacle West Capital Corporat COM 723484101 24,395 -25 -0.10 1,933 4.15 0.0632
2023-02-15 2022-12-31 13F Pinnacle West Capital Corporat COM 723484101 24,420 11,600 90.48 1,857 124.43 0.0608
2022-11-14 2022-09-30 13F Pinnacle West Capital Corporat COM 723484101 12,820 -1,400 -9.85 827 -20.48 0.0302
2022-08-15 2022-06-30 13F Pinnacle West Capital Corporat COM 723484101 14,220 2,600 22.38 1,040 14.54 0.0361
2022-05-11 2022-03-31 13F Pinnacle West Capital Corporat COM 723484101 11,620 6,000 106.76 908 128.72 0.0283
2022-02-14 2021-12-31 13F Pinnacle West Capital Corporat COM 723484101 5,620 850 17.82 397 15.07 0.0118
2021-11-12 2021-09-30 13F Pinnacle West Capital Corporat COM 723484101 4,770 -25 -0.52 345 -12.21 0.0107
2021-08-12 2021-06-30 13F Pinnacle West Capital Corporat COM 723484101 4,795 0 0.00 393 0.77 0.0119
2021-05-10 2021-03-31 13F Pinnacle West Capital Corporat COM 723484101 4,795 35 0.74 390 2.36 0.0143
2021-02-12 2020-12-31 13F Pinnacle West Capital Corporat COM 723484101 4,760 2,205 86.30 381 100.53 0.0167
2020-11-12 2020-09-30 13F Pinnacle West Capital Corporat COM 723484101 2,555 2,555 190 0.0104
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.