Pinnacle West Capital Corporation
DE ˙ DB ˙ US7234841010
€ 85,88 ↑0.88 (1.04%)
2026-06-05
PREÇO DA AÇÃO
SecurityDE:PWC / Pinnacle West Capital Corporation
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership189,265 shares
Latest Disclosed Value $ 19,068,507
AE Wealth Management LLC reports 18.60% increase in ownership of PWC / Pinnacle West Capital Corporation

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 189,265 shares of Pinnacle West Capital Corporation (DE:PWC) valued at $16,655,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 159,584 shares of Pinnacle West Capital Corporation. This represents a change in shares of 18.60% during the quarter. The current value of the position is $16,254,078 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 CAP COM 723484101 189,265 29,681 18.60 19,069 34.72 0.0030
2026-01-26 2025-12-31 13F PINNACLE WEST CAP COM 723484101 159,584 7,253 4.76 14,155 3.64 0.0812
2025-11-03 2025-09-30 13F PINNACLE WEST CAP COM 723484101 152,331 12,732 9.12 13,658 9.35 0.0871
2025-08-06 2025-06-30 13F PINNACLE WEST CAP COM 723484101 139,599 136,670 4,666.10 12,490 4,392.45 0.0913
2025-05-06 2025-03-31 13F PINNACLE WEST CAP COM 723484101 2,929 137 4.91 279 17.80 0.0023
2025-02-13 2024-12-31 13F PINNACLE WEST CAP COM 723484101 2,792 2,792 237 0.0020
2024-11-14 2024-09-30 13F PINNACLE WEST CAP COM 723484101 0 -5,786 -100.00 0 -100.00
2024-08-12 2024-06-30 13F PINNACLE WEST CAP COM 723484101 5,786 5,786 442 0.0044
2024-05-15 2024-03-31 13F PINNACLE WEST CAP COM 723484101 0 -4,789 -100.00 0 -100.00
2024-02-14 2023-12-31 13F PINNACLE WEST CAP COM 723484101 4,789 12 0.25 342 -2.85 0.0017
2023-10-11 2023-09-30 13F PINNACLE WEST CAP COM 723484101 4,777 -438 -8.40 352 -17.22 0.0021
2023-07-10 2023-06-30 13F PINNACLE WEST CAP COM 723484101 5,215 -398 -7.09 425 -4.50 0.0026
2023-04-14 2023-03-31 13F PINNACLE WEST CAP COM 723484101 5,613 928 19.81 445 24.72 0.0029
2023-01-31 2022-12-31 13F PINNACLE WEST CAP COM 723484101 4,685 887 23.35 356 45.31 0.0026
2022-10-25 2022-09-30 13F PINNACLE WEST CAP COM 723484101 3,798 -86,981 -95.82 245 -96.31 0.0019
2022-08-03 2022-06-30 13F PINNACLE WEST CAP COM 723484101 90,779 35,734 64.92 6,638 54.41 0.0531
2022-04-18 2022-03-31 13F PINNACLE WEST CAP COM 723484101 55,045 13,489 32.46 4,299 46.57 0.0295
2022-01-20 2021-12-31 13F PINNACLE WEST CAP COM 723484101 41,556 7,861 23.33 2,933 20.30 0.0205
2021-11-01 2021-09-30 13F PINNACLE WEST CAP COM 723484101 33,695 8,365 33.02 2,438 17.44 0.0201
2021-07-21 2021-06-30 13F PINNACLE WEST CAP COM 723484101 25,330 11,100 78.00 2,076 79.27 0.0181
2021-04-27 2021-03-31 13F PINNACLE WEST CAP COM 723484101 14,230 2,649 22.87 1,158 25.05 0.0117
2021-02-01 2020-12-31 13F PINNACLE WEST CAP COM 723484101 11,581 20 0.17 926 7.42 0.0105
2020-11-06 2020-09-30 13F PINNACLE WEST CAP COM 723484101 11,561 151 1.32 862 3.11 0.0123
2020-08-05 2020-06-30 13F PINNACLE WEST CAP COM 723484101 11,410 11,410 836 0.0129
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.