Pinnacle West Capital Corporation
US ˙ NYSE ˙ US7234841010

SecurityPNW / Pinnacle West Capital Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership4,634 shares
Latest Disclosed Value $ 466,876
IFP Advisors, Inc reports 2.79% decrease in ownership of PNW / Pinnacle West Capital Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 4,634 shares of Pinnacle West Capital Corporation (US:PNW) valued at $466,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,767 shares of Pinnacle West Capital Corporation. This represents a change in shares of -2.79% during the quarter. The current value of the position is $460,573 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)
2026-04-13 2026-03-31 13F PINNACLE WEST CAP cs 723484101 4,634 -133 -2.79 467 10.43 0.0097
2026-02-06 2025-12-31 13F PINNACLE WEST CAP cs 723484101 4,767 732 18.14 423 16.90 0.0095
2026-02-06 2025-09-30 13F/A-1 PINNACLE WEST CAP cs 723484101 4,035 306 8.21 362 -19.96 0.0094
2025-12-02 2025-09-30 13F PINNACLE WEST CAP cs 723484101 3,357 -372 423 0.0109
2025-07-24 2025-06-30 13F PINNACLE WEST CAP cs 723484101 3,729 -333 -8.20 451 16.84 0.0128
2025-05-05 2025-03-31 13F PINNACLE WEST CAP cs 723484101 4,062 156 3.99 387 16.62 0.0119
2025-02-04 2024-12-31 13F PINNACLE WEST CAP cs 723484101 3,906 1,334 51.87 332 45.81 0.0109
2025-02-04 2024-09-30 13F PINNACLE WEST CAP cs 723484101 2,572 -661 -20.45 228 -7.72 0.0082
2024-07-30 2024-06-30 13F PINNACLE WEST CAP cs 723484101 3,233 629 24.16 247 26.80 0.0098
2024-07-30 2024-03-31 13F PINNACLE WEST CAP cs 723484101 2,604 811 45.23 195 51.56 0.0085
2024-01-09 2023-12-31 13F PINNACLE WEST CAP cs 723484101 1,793 -672 -27.26 129 -29.28 0.0061
2023-10-12 2023-09-30 13F PINNACLE WEST CAP cs 723484101 2,465 670 37.33 182 23.97 0.0082
2023-08-14 2023-06-30 13F/A-1 PINNACLE WEST CAP cs 723484101 1,795 -1,359 -43.09 146 -29.81 0.0061
2023-08-04 2023-06-30 13F PINNACLE WEST CAP cs 723484101 1,795 -1,359 119 0.0055
2023-04-18 2023-03-31 13F PINNACLE WEST CAP cs 723484101 3,154 -728 -18.75 208 0.0091
2023-02-07 2022-12-31 13F PINNACLE WEST CAP cs 723484101 3,882 -4,847 -55.53 0 -100.00 0.0070
2022-11-08 2022-09-30 13F PINNACLE WEST CAP cs 723484101 8,729 654 8.10 581 7.79 0.0151
2022-09-06 2022-06-30 13F/A-1 PINNACLE WEST CAP cs 723484101 8,075 0 0.00 539 0.00 0.0173
2022-09-06 2022-03-31 13F/A-1 PINNACLE WEST CAP cs 723484101 8,075 3,183 65.07 539 55.78 0.0173
2022-08-08 2022-03-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 6,380 1,488 420 0.0086
2022-01-12 2021-12-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 4,892 3,869 378.20 346 373.97 0.0068
2021-10-06 2021-09-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 1,023 72 7.57 73 -6.41 0.0015
2021-07-13 2021-06-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 951 794 505.73 78 500.00 0.0016
2021-04-30 2021-03-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 157 -4 -2.48 13 0.00 0.0003
2021-01-25 2020-12-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 161 4 2.55 13 8.33 0.0005
2020-10-29 2020-09-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 157 0 0.00 12 0.00 0.0007
2020-08-05 2020-06-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 157 -20 -11.30 12 -20.00 0.0010
2020-05-12 2020-03-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 177 27 18.00 15 15.38 0.0015
2020-01-17 2019-12-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 150 -52 -25.74 13 -35.00 0.0010
2019-11-07 2019-09-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 202 -154 -43.26 20 -41.18 0.0013
2019-05-15 2019-03-31 13F PINNACLE WEST CAPITALCORP Stock 723484101 356 -1,773 -83.28 34 -81.22 0.0046
2019-06-03 2018-12-31 13F/A-10 PINNACLE WEST CAP CORP COM Stock 723484101 2,129 0 0.00 181 7.10 0.0110
2019-01-23 2018-12-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,129 0 181 0.0110
2019-06-03 2018-09-30 13F/A-9 PINNACLE WEST CAP CORP COM Stock 723484101 2,129 0 0.00 169 -1.74 0.0069
2018-10-25 2018-09-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,129 0 169 0.0069
2019-06-03 2018-06-30 13F/A-8 PINNACLE WEST CAP CORP COM Stock 723484101 2,129 226 11.88 172 6.17 0.0072
2018-08-07 2018-06-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,129 226 172
2019-06-03 2018-03-31 13F/A-7 PINNACLE WEST CAP CORP COM Stock 723484101 1,903 0 0.00 162 0.00 0.0073
2018-05-09 2018-03-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 1,903 0 152
2019-06-03 2017-12-31 13F/A-6 PINNACLE WEST CAP CORP COM Stock 723484101 1,903 -727 -27.64 162 -27.03 0.0073
2018-01-24 2017-12-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 1,903 -727 162
2017-10-30 2017-09-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,630 -100 -3.66 222 -4.31 0.0088
2019-06-03 2017-06-30 13F/A-5 PINNACLE WEST CAP CORP COM Stock 723484101 2,730 200 7.91 232 9.95 0.0098
2017-07-31 2017-06-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,730 200 232
2019-06-03 2017-03-31 13F/A-4 PINNACLE WEST CAP CORP COM Stock 723484101 2,530 438 20.94 211 29.45 0.0092
2017-04-26 2017-03-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,530 438 211
2019-06-03 2016-12-31 13F/A-3 PINNACLE WEST CAP CORP COM Stock 723484101 2,092 -9 -0.43 163 1.88 0.0079
2017-02-14 2016-12-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,092 -9 163
2016-11-04 2016-09-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,101 10 0.48 160 -5.33 0.0083
2019-06-03 2016-06-30 13F/A-2 PINNACLE WEST CAP CORP COM Stock 723484101 2,091 1,735 487.36 169 397.06 0.0094
2016-08-22 2016-06-30 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,091 1,735 169
2019-06-03 2016-03-31 13F/A-1 PINNACLE WEST CAPITALCORP Stock 723484101 356 -2,498 -87.53 34 -81.52 0.0046
2016-05-02 2016-03-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,298 -556 173
2016-02-11 2015-12-31 13F PINNACLE WEST CAP CORP COM Stock 723484101 2,854 2,854 184 0.0124
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.