Pinnacle West Capital Ownership | Who Owns Pinnacle West Capital?

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Pinnacle West Capital Ownership Summary

Pinnacle West Capital is owned by 98.76% institutional investors, 0.16% insiders, and 1.08% retail investors. Capital research global investors is the largest institutional shareholder, holding 13.03% of PNW shares. American Funds Capital Income Bldr A is the top mutual fund, with 4.16% of its assets in Pinnacle West Capital shares.

PNW Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Pinnacle West Capital	98.76%	0.16%	1.08%
Sector	Utilities Stocks	60.46%	6.54%	33.00%
Idea	Nuclear Energy Stocks List	61.11%	3.72%	35.16%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Capital research global investors	14.80M	13.03%	$1.13B
Vanguard group	14.09M	12.40%	$1.08B
Blackrock	10.59M	9.32%	$808.71M
Barrow hanley mewhinney & strauss	6.99M	6.15%	$533.56M
State street	6.35M	5.59%	$484.87M
Invesco	3.65M	3.21%	$278.69M
Atlas infrastructure partners (uk)	3.28M	2.89%	$250.79M
Lazard asset management	2.92M	2.57%	$223.21M
Geode capital management	2.85M	2.51%	$217.68M
Zimmer partners, lp	2.74M	2.42%	$209.60M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Atlas infrastructure partners (uk)	3.28M	20.84%	$250.79M
Patrizia pty	70.49K	8.47%	$5.38M
Covalis capital llp	552.59K	5.74%	$42.21M
Zimmer partners, lp	2.74M	3.86%	$209.60M
Reaves w h	990.52K	2.56%	$75.66M
Keystone financial planning	84.06K	2.12%	$6.42M
Skba capital management	169.21K	2.07%	$12.92M
Barrow hanley mewhinney & strauss	6.99M	1.82%	$533.56M
Csu producer resources	5.60K	1.43%	$427.88K
Butensky & cohen financial security	58.50K	1.42%	$4.47M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	2.06M	0.02%	2.06M
Capital research global investors	14.80M	0.25%	1.95M
Barrow hanley mewhinney & strauss	6.99M	1.82%	1.38M
Deutsche bank ag\	1.64M	0.06%	1.03M
Covalis capital llp	552.59K	5.74%	552.59K

Top Sellers

Holder	Shares	% Assets	Change
Lazard asset management	2.92M	0.28%	-3.80M
American century companies	962.29K	0.04%	-903.64K
Schonfeld strategic advisors	6.25K	0.00%	-422.10K
Adage capital partners gp	108.88K	0.02%	-277.30K
Cbre investment management listed real assets	-	-	-271.50K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	2.06M	0.02%	2.06M	$157.26M
Covalis capital llp	552.59K	5.74%	552.59K	$42.21M
Two sigma advisers, lp	176.60K	0.03%	176.60K	$13.49M
Hudson bay capital management lp	113.25K	0.04%	113.25K	$8.65M
Twin tree management, lp	82.50K	0.01%	82.50K	$6.30M

Sold Out

Holder	Change
Transamerica financial advisors	-1.00
Quest partners	-1.00
Colonial trust advisors	-2.00
Rakuten securities	-3.00
Innealta capital	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	584	5.42%	112,318,973	-1.36%	98	0.98%	272	11.48%	189	-
Jun 30, 2024	548	1.86%	113,837,922	-3.36%	100	0.93%	239	-	188	-2.59%
Mar 31, 2024	538	-2.71%	117,792,037	20.91%	103	1.41%	239	-3.24%	193	-6.31%
Dec 31, 2023	553	4.93%	97,421,752	1.24%	85	1.19%	247	7.39%	206	11.35%
Sep 30, 2023	527	-0.57%	96,224,452	-1.73%	84	1.14%	230	12.75%	185	-7.96%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds Capital Income Bldr A	4.73M	4.16%	-
American Funds Income Fund of Amer A	4.12M	3.62%	-
Capital Group American Mutual Comp	3.81M	3.35%	-2.22K
American Funds American Mutual A	3.81M	3.35%	-2.22K
Vanguard Total Stock Mkt Idx Inv	3.60M	3.16%	-10.22K
Vanguard Institutional 500 Index Trust	3.01M	2.65%	34.99K
Vanguard Small Cap Index	2.85M	2.51%	5.58K
iShares Select Dividend ETF	2.46M	2.17%	2.49K
Vanguard Small Cap Value Index Inv	1.93M	1.69%	-664.00
Pictet Glbl Sel Fd Glbl Utilities Eq P	1.75M	1.54%	33.92K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 13, 2024	Tetlow Jacob	EVP, COO, APS	Sell	$860.24K
Aug 05, 2024	Flanagan Susan T.	-	Buy	$43.27K
Aug 09, 2024	Smith Robert Edgar	EVP, GC, and CDO	Sell	$424.71K
Aug 08, 2024	Mountain Paul J	VP, Finance and Treasurer	Sell	$230.26K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	1
2024 Q3	1	2
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	1

PNW Ownership FAQ

Who owns the most shares of Pinnacle West Capital?

Pinnacle West Capital’s largest shareholders are Capital research global investors (14.8M shares, 13.03%), Vanguard group (14.09M shares, 12.40%), and Blackrock (10.59M shares, 9.32%). Together, they hold 34.75% of Pinnacle West Capital’s total shares outstanding.

Does Blackrock own Pinnacle West Capital?

Yes, BlackRock owns 9.32% of Pinnacle West Capital, totaling 10.59M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 808.71M$. In the last quarter, BlackRock increased its holdings by 294.72K shares, a 2.86% change.

Who is Pinnacle West Capital’s biggest shareholder by percentage of total assets invested?

Atlas infrastructure partners (uk) is Pinnacle West Capital’s biggest shareholder by percentage of total assets invested, with 20.84% of its assets in 3.28M Pinnacle West Capital shares, valued at 250.79M$.

Who is the top mutual fund holder of Pinnacle West Capital shares?

American Funds Capital Income Bldr A is the top mutual fund holder of Pinnacle West Capital shares, with 4.16% of its total shares outstanding invested in 4.73M Pinnacle West Capital shares.

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