Pinnacle West Capital Corporation
US ˙ NYSE ˙ US7234841010

SecurityPNW / Pinnacle West Capital Corporation
InstitutionLsv Asset Management
Latest Disclosed Ownership124,510 shares
Latest Disclosed Value $ 12,544
Lsv Asset Management reports 8.25% decrease in ownership of PNW / Pinnacle West Capital Corporation

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 124,510 shares of Pinnacle West Capital Corporation (US:PNW) valued at $12,544,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 135,710 shares of Pinnacle West Capital Corporation. This represents a change in shares of -8.25% during the quarter. The current value of the position is $12,832,001 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)
2026-05-11 2026-03-31 13F Pinnacle West Capital COM 723484101 124,510 -11,200 -8.25 13 0.00 0.0270
2026-02-06 2025-12-31 13F Pinnacle West Capital COM 723484101 135,710 43,000 46.38 12 50.00 0.0262
2025-11-06 2025-09-30 13F Pinnacle West Capital COM 723484101 92,710 28,410 44.18 8 60.00 0.0184
2025-08-11 2025-06-30 13F Pinnacle West Capital COM 723484101 64,300 -19,900 -23.63 6 -37.50 0.0135
2025-05-09 2025-03-31 13F Pinnacle West Capital COM 723484101 84,200 30,700 57.38 8 100.00 0.0192
2025-02-13 2024-12-31 13F Pinnacle West Capital COM 723484101 53,500 53,500 5 0.0105
2021-11-04 2021-09-30 13F Pinnacle West Capital COM 723484101 0 -48,930 -100.00 0 -100.00
2021-08-04 2021-06-30 13F Pinnacle West Capital COM 723484101 48,930 0 0.00 4,010 0.75 0.0068
2021-04-30 2021-03-31 13F Pinnacle West Capital COM 723484101 48,930 0 0.00 3,980 1.76 0.0068
2021-02-08 2020-12-31 13F Pinnacle West Capital COM 723484101 48,930 0 0.00 3,911 7.24 0.0071
2020-10-23 2020-09-30 13F Pinnacle West Capital COM 723484101 48,930 0 0.00 3,647 1.70 0.0075
2020-08-05 2020-06-30 13F Pinnacle West Capital COM 723484101 48,930 0 0.00 3,586 -3.29 0.0074
2020-05-07 2020-03-31 13F Pinnacle West Capital COM 723484101 48,930 -161,800 -76.78 3,708 -80.43 0.0090
2020-02-10 2019-12-31 13F Pinnacle West Capital COM 723484101 210,730 0 0.00 18,950 -7.36 0.0295
2019-11-07 2019-09-30 13F Pinnacle West Capital COM 723484101 210,730 -22,700 -9.72 20,455 -6.87 0.0338
2019-08-08 2019-06-30 13F/A-1 Pinnacle West Capital COM 723484101 233,430 6,200 2.73 21,963 1.13 0.0354
2019-08-07 2019-06-30 13F Pinnacle West Capital COM 723484101 227,230 0 21,718
2019-05-07 2019-03-31 13F Pinnacle West Capital COM 723484101 227,230 0 0.00 21,718 12.19 0.0348
2019-02-05 2018-12-31 13F Pinnacle West Capital COM 723484101 227,230 94,200 70.81 19,359 83.79 0.0344
2018-11-06 2018-09-30 13F Pinnacle West Capital COM 723484101 133,030 18,230 15.88 10,533 13.89 0.0158
2018-08-08 2018-06-30 13F Pinnacle West Capital COM 723484101 114,800 -11,600 -9.18 9,248 -8.31 0.0145
2018-05-04 2018-03-31 13F Pinnacle West Capital COM 723484101 126,400 0 0.00 10,086 -6.32 0.0160
2018-01-31 2017-12-31 13F Pinnacle West Capital COM 723484101 126,400 0 0.00 10,766 0.73 0.0170
2017-11-13 2017-09-30 13F Pinnacle West Capital COM 723484101 126,400 -56,600 -30.93 10,688 -31.42 0.0176
2017-08-09 2017-06-30 13F Pinnacle West Capital COM 723484101 183,000 -23,700 -11.47 15,584 -9.57 0.0278
2017-05-01 2017-03-31 13F Pinnacle West Capital COM 723484101 206,700 -1,900 -0.91 17,234 5.88 0.0314
2017-02-07 2016-12-31 13F Pinnacle West Capital COM 723484101 208,600 -20,900 -9.11 16,277 -6.66 0.0300
2016-11-07 2016-09-30 13F Pinnacle West Capital COM 723484101 229,500 -31,500 -12.07 17,439 -17.57 0.0343
2016-08-05 2016-06-30 13F Pinnacle West Capital COM 723484101 261,000 -229,460 -46.78 21,156 -42.54 0.0433
2016-05-10 2016-03-31 13F Pinnacle West Capital COM 723484101 490,460 105,600 27.44 36,818 48.37 0.0771
2016-02-03 2015-12-31 13F Pinnacle West Capital COM 723484101 384,860 -36,540 -8.67 24,815 -8.19 0.0539
2015-11-05 2015-09-30 13F Pinnacle West Capital COM 723484101 421,400 15,200 3.74 27,028 16.96 0.0606
2015-08-07 2015-06-30 13F Pinnacle West Capital COM 723484101 406,200 13,600 3.46 23,108 -7.67 0.0479
2015-05-06 2015-03-31 13F Pinnacle West Capital COM 723484101 392,600 392,600 0.00 25,028 0.0520
2015-02-04 2014-12-31 13F Pinnacle West Capital COM 723484101 0 -287,300 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Pinnacle West Capital COM 723484101 287,300 26,000 9.95 15,698 3.87 0.0344
2014-08-06 2014-06-30 13F Pinnacle West Capital COM 723484101 261,300 17,100 7.00 15,113 13.23 0.0335
2014-04-29 2014-03-31 13F Pinnacle West Capital COM 723484101 244,200 98,721 67.86 13,347 73.38 0.0311
2014-02-05 2013-12-31 13F Pinnacle West Capital COM 723484101 145,479 0 0.00 7,698 -3.33 0.0181
2013-11-08 2013-09-30 13F Pinnacle West Capital COM 723484101 145,479 0 0.00 7,963 -1.31 0.0204
2013-08-12 2013-06-30 13F Pinnacle West Capital COM 723484101 145,479 145,479 8,069 0.0215
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.