Pinnacle West Capital Corporation
DE ˙ DB ˙ US7234841010
84,46 € ↑1,34 (1,61%)
2026-06-03
AKTIENPREIS
SecurityDE:PWC / Pinnacle West Capital Corporation
InstitutionCreative Planning
Latest Disclosed Ownership164,145 shares
Latest Disclosed Value $ 16,537,565
Creative Planning reports 66.72% increase in ownership of PWC / Pinnacle West Capital Corporation

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 164,145 shares of Pinnacle West Capital Corporation (DE:PWC) valued at $14,444,760 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 98,453 shares of Pinnacle West Capital Corporation. This represents a change in shares of 66.72% during the quarter. The current value of the position is $13,863,687 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)
2026-05-12 2026-03-31 13F PINNACLE WEST CAP COM 723484101 164,145 65,692 66.72 16,538 89.38 0.0110
2026-02-17 2025-12-31 13F PINNACLE WEST CAP COM 723484101 98,453 55,953 131.65 8,733 129.19 0.0063
2025-11-14 2025-09-30 13F PINNACLE WEST CAP COM 723484101 42,500 14,396 51.22 3,811 51.55 0.0029
2025-08-08 2025-06-30 13F PINNACLE WEST CAP COM 723484101 28,104 1,201 4.46 2,514 -1.87 0.0021
2025-05-15 2025-03-31 13F PINNACLE WEST CAP COM 723484101 26,903 878 3.37 2,563 16.14 0.0024
2025-02-14 2024-12-31 13F PINNACLE WEST CAP COM 723484101 26,025 309 1.20 2,206 -3.16 0.0021
2024-10-11 2024-09-30 13F PINNACLE WEST CAP COM 723484101 25,716 2,272 9.69 2,278 27.26 0.0023
2024-08-15 2024-06-30 13F PINNACLE WEST CAP COM 723484101 23,444 6,322 36.92 1,791 39.95 0.0019
2024-05-13 2024-03-31 13F PINNACLE WEST CAP COM 723484101 17,122 3,407 24.84 1,280 29.85 0.0014
2024-02-14 2023-12-31 13F PINNACLE WEST CAP COM 723484101 13,715 -1,174 -7.89 985 -10.21 0.0018
2023-11-16 2023-09-30 13F PINNACLE WEST CAP COM 723484101 14,889 -534 -3.46 1,097 -12.66 0.0015
2023-07-21 2023-06-30 13F PINNACLE WEST CAP COM 723484101 15,423 1,181 8.29 1,256 11.35 0.0017
2023-05-15 2023-03-31 13F PINNACLE WEST CAP COM 723484101 14,242 -818 -5.43 1,129 -1.48 0.0016
2023-02-10 2022-12-31 13F PINNACLE WEST CAP COM 723484101 15,060 -56 -0.37 1,145 17.44 0.0017
2022-11-03 2022-09-30 13F PINNACLE WEST CAP COM 723484101 15,116 1,786 13.40 975 0.00 0.0017
2022-08-15 2022-06-30 13F PINNACLE WEST CAP COM 723484101 13,330 2,379 21.72 975 13.90 0.0016
2022-05-16 2022-03-31 13F PINNACLE WEST CAP COM 723484101 10,951 482 4.60 856 15.83 0.0013
2022-02-11 2021-12-31 13F PINNACLE WEST CAP COM 723484101 10,469 -776 -6.90 739 -9.21 0.0012
2021-11-10 2021-09-30 13F PINNACLE WEST CAP COM 723484101 11,245 1,279 12.83 814 -0.37 0.0014
2021-08-04 2021-06-30 13F PINNACLE WEST CAP COM 723484101 9,966 -2,339 -19.01 817 -18.38 0.0015
2021-04-30 2021-03-31 13F CreativePlanning COM 723484101 12,305 1,180 10.61 1,001 12.60 0.0020
2021-01-29 2020-12-31 13F PINNACLE WEST CAP COM 723484101 11,125 -453 -3.91 889 3.01 0.0020
2020-11-05 2020-09-30 13F PINNACLE WEST CAP COM 723484101 11,578 -630 -5.16 863 -3.58 0.0023
2020-07-23 2020-06-30 13F PINNACLE WEST CAP COM 723484101 12,208 -1,641 -11.85 895 -14.76 0.0026
2020-05-05 2020-03-31 13F PINNACLE WEST CAP COM 723484101 13,849 653 4.95 1,050 -11.54 0.0037
2020-01-30 2019-12-31 13F PINNACLE WEST CAP COM 723484101 13,196 -1,293 -8.92 1,187 -15.58 0.0036
2019-11-01 2019-09-30 13F PINNACLE WEST CAP COM 723484101 14,489 -604 -4.00 1,406 -0.99 0.0046
2019-07-26 2019-06-30 13F PINNACLE WEST CAP COM 723484101 15,093 -787 -4.96 1,420 -6.46 0.0048
2019-04-24 2019-03-31 13F PINNACLE WEST CAP COM 723484101 15,880 89 0.56 1,518 12.86 0.0055
2019-02-12 2018-12-31 13F/A-1 PINNACLE WEST CAP COM 723484101 15,791 1,372 9.52 1,345 17.78 0.0055
2019-02-01 2018-12-31 13F PINNACLE WEST CAP COM 723484101 15,791 1,372 1,345
2018-10-25 2018-09-30 13F PINNACLE WEST CAP COM 723484101 14,419 918 6.80 1,142 4.96 0.0042
2018-07-20 2018-06-30 13F PINNACLE WEST CAP COM 723484101 13,501 69 0.51 1,088 1.49 0.0043
2018-04-18 2018-03-31 13F PINNACLE WEST CAP COM 723484101 13,432 741 5.84 1,072 -0.83 0.0044
2018-01-17 2017-12-31 13F PINNACLE WEST CAP COM 723484101 12,691 896 7.60 1,081 8.43 0.0047
2017-10-17 2017-09-30 13F PINNACLE WEST CAP COM 723484101 11,795 476 4.21 997 3.42 0.0046
2017-07-12 2017-06-30 13F PINNACLE WEST CAP COM 723484101 11,319 -64 -0.56 964 1.58 0.0049
2017-04-07 2017-03-31 13F PINNACLE WEST CAP COM 723484101 11,383 1,062 10.29 949 17.89 0.0052
2017-01-09 2016-12-31 13F PINNACLE WEST CAP COM 723484101 10,321 3,078 42.50 805 46.36 0.0049
2016-10-12 2016-09-30 13F PINNACLE WEST CAP COM 723484101 7,243 622 9.39 550 2.42 0.0035
2016-07-12 2016-06-30 13F PINNACLE WEST CAP COM 723484101 6,621 348 5.55 537 14.01 0.0039
2016-04-08 2016-03-31 13F PINNACLE WEST CAP COM 723484101 6,273 -1,238 -16.48 471 -2.69 0.0037
2016-01-11 2015-12-31 13F PINNACLE WEST CAP COM 723484101 7,511 1,025 15.80 484 16.35 0.0040
2015-10-09 2015-09-30 13F PINNACLE WEST CAP COM 723484101 6,486 6,486 0.00 416 0.0037
2015-07-09 2015-06-30 13F PINNACLE WEST CAP COM 723484101 0 -5,644 -100.00 0 -100.00
2015-04-13 2015-03-31 13F PINNACLE WEST CAP COM 723484101 5,644 5,644 0.00 360 0.0034
2015-01-29 2014-12-31 13F PINNACLE WEST CAP COM 723484101 0 -5,164 -100.00 0 -100.00
2014-10-10 2014-09-30 13F PINNACLE WEST CAP COM 723484101 5,164 2,644 104.92 282 93.15 0.0033
2014-08-20 2014-06-30 13F PINNACLE WEST CAP COM 723484101 2,520 -493 -16.36 146 -11.52 0.0019
2014-04-11 2014-03-31 13F PINNACLE WEST CAP COM 723484101 3,013 -398 -11.67 165 -8.84 0.0025
2014-01-06 2013-12-31 13F PINNACLE WEST CAP COM 723484101 3,411 250 7.91 181 4.62 0.0031
2013-10-10 2013-09-30 13F PINNACLE WEST CAP COM 723484101 3,161 -517 -14.06 173 -15.20 0.0034
2013-07-09 2013-06-30 13F PINNACLE WEST CAP COM 723484101 3,678 3,678 204 0.0047
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.