Pinnacle West Capital Corporation
US ˙ NYSE ˙ US7234841010

SecurityPNW / Pinnacle West Capital Corporation
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership19,780 shares
Latest Disclosed Value $ 1,994,334
Advisor Group Holdings, Inc. reports 16.28% increase in ownership of PNW / Pinnacle West Capital Corporation

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 19,780 shares of Pinnacle West Capital Corporation (US:PNW) valued at $1,992,835 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 17,011 shares of Pinnacle West Capital Corporation. This represents a change in shares of 16.28% during the quarter. The current value of the position is $2,038,527 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 19,780 2,769 16.28 1,994 32.05 0.0017
2026-02-17 2025-12-31 13F PINNACLE WEST CAP COM 723484101 17,011 -3,309 -16.28 1,510 -16.44 0.0022
2025-11-14 2025-09-30 13F PINNACLE WEST CAP COM 723484101 20,320 -2,287 -10.12 1,808 -10.68 0.0025
2025-09-04 2025-06-30 13F/A-1 INNACLE WEST CAP COM 723484101 22,607 -957 -4.06 2,024 -9.89 0.0036
2025-08-13 2025-06-30 13F INNACLE WEST CAP COM 723484101 17,426 -6,138 1,500 0.0017
2025-05-12 2025-03-31 13F PINNACLE WEST CAP COM 723484101 23,564 -1,162 -4.70 2,245 7.11 0.0050
2025-06-06 2024-12-31 13F/A-1 PINNACLE WEST CAP COM 723484101 24,726 3,917 18.82 2,096 13.73 0.0047
2025-02-07 2024-12-31 13F PINNACLE WEST CAP COM 723484101 21,323 514 1,843 0.0047
2024-11-13 2024-09-30 13F PINNACLE WEST CAP COM 723484101 20,809 -3,296 -13.67 1,844 0.16 0.0042
2024-08-13 2024-06-30 13F PINNACLE WEST CAP COM 723484101 24,105 2,211 10.10 1,840 12.54 0.0043
2024-05-10 2024-03-31 13F PINNACLE WEST CAP COM 723484101 21,894 -22,991 -51.22 1,635 -49.35 0.0037
2024-02-12 2023-12-31 13F PINNACLE WEST CAP COM 723484101 44,885 -34,579 -43.52 3,229 -44.92 0.0056
2023-11-13 2023-09-30 13F PINNACLE WEST CAP COM 723484101 79,464 13,642 20.73 5,861 9.16 0.0087
2023-08-21 2023-06-30 13F/A-1 PINNACLE WEST CAP COM 723484101 65,822 976 1.51 5,369 4.37 0.0096
2023-08-10 2023-06-30 13F PINNACLE WEST CAP COM 723484101 67,431 2,585 5,367 0.0015
2023-05-12 2023-03-31 13F PINNACLE WEST CAP COM 723484101 64,846 4,980 8.32 5,145 12.93 0.0097
2023-02-10 2022-12-31 13F PINNACLE WEST CAP COM 723484101 59,866 5,470 10.06 4,555 29.77 0.0092
2022-11-14 2022-09-30 13F PINNACLE WEST CAP COM 723484101 54,396 -18,468 -25.35 3,510 -34.13 0.0080
2022-08-10 2022-06-30 13F PINNACLE WEST CAP COM 723484101 72,864 14,975 25.87 5,329 17.82 0.0118
2022-05-04 2022-03-31 13F PINNACLE WEST CAP COM 723484101 57,889 -10,162 -14.93 4,523 -5.87 0.0088
2022-02-03 2021-12-31 13F PINNACLE WEST CAP COM 723484101 68,051 33,450 96.67 4,805 91.97 0.0091
2021-11-05 2021-09-30 13F PINNACLE WEST CAP COM 723484101 34,601 -3,091 -8.20 2,503 -19.02 0.0052
2021-08-02 2021-06-30 13F PINNACLE WEST CAP COM 723484101 37,692 9,735 34.82 3,091 35.87 0.0067
2021-05-13 2021-03-31 13F PINNACLE WEST CAP COM 723484101 27,957 3,472 14.18 2,275 16.31 0.0055
2021-02-10 2020-12-31 13F PINNACLE WEST CAP COM 723484101 24,485 2,901 13.44 1,956 21.49 0.0052
2020-11-12 2020-09-30 13F PINNACLE WEST CAP COM 723484101 21,584 2,246 11.61 1,610 13.54 0.0048
2020-08-14 2020-06-30 13F PINNACLE WEST CAP COM 723484101 19,338 154 0.80 1,418 8.00 0.0048
2020-05-18 2020-03-31 13F PINNACLE WEST CAP COM 723484101 19,184 19,184 1,313 0.0054
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.