Titelia

Fund shareholders of Pinnacle West Capital Corp

ISIN US7234841010 · United States · LEI TWSEY0NEDUDCKS27AH81

Fund shareholders
526
Of which ETFs
131 395 other funds
Value held
≈ 6.4B $ 6.4B $ · 418K €
Share of capital
51.0 % of 121.2M shares on Jul 28, 2026

526 funds hold this company. This table lists the 525 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.

FundSharesValueWeight in fundShare of capital
Utilities Fund Rydex Variable Trust 1,242132.9K $1.45 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,236124.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
MML VIP BlackRock(R) Equity Index Fund MML SERIES INVESTMENT FUND 1,232131.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIMT Dynamic Asset Allocation Fund SEI INSTITUTIONAL MANAGED TRUST 1,205128.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
BAYWOOD VALUEPLUS FUND FORUM FUNDS II 1,200128.4K $2.18 %0.00 %as of Jun 30, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 1,200128.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
JNL S&P 500 Index Fund JNL Series Trust 1,199128.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 1,192127.5K $0.04 %0.00 %as of Jun 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 1,149122.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 1,124120.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/Global Equity Managed Volatility Portfolio EQ Advisors Trust 1,100117.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust 1,085108.2K $0.01 %0.00 %as of May 31, 2026 ↗
Harbor Long-Short Equity ETF Harbor ETF Trust 1,065107.6K $0.70 %0.00 %as of Jul 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 1,050106K $0.02 %0.00 %as of Jul 31, 2026 ↗
Large Company Value Portfolio Wilshire Mutual Funds Inc 1,029110.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
CVT S&P 500 Index Portfolio Calvert Variable Trust, Inc. 1,029110.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Pure Value Fund Rydex Variable Trust 1,013108.4K $0.52 %0.00 %as of Jun 30, 2026 ↗
HUSSMAN STRATEGIC TOTAL RETURN FUND Hussman Investment Trust 1,000107K $0.04 %0.00 %as of Jun 30, 2026 ↗
THRIVENT DYNAMIC ALLOCATION FUND Thrivent Mutual Funds 994100.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Moderate Growth Portfolio EQ Advisors Trust 968103.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 92999.4K $0.10 %0.00 %as of Jun 30, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 92298.7K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/AB Dynamic Growth Portfolio EQ Advisors Trust 92198.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Victory Growth and Tax Strategy Fund Victory Portfolios III 90690.4K $0.01 %0.00 %as of May 31, 2026 ↗
Stratified LargeCap Index ETF Exchange Listed Funds Trust 90196.4K $0.08 %0.00 %as of Jun 30, 2026 ↗
Empower Core Strategies: U.S. Equity Fund EMPOWER FUNDS, INC. 88594.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
NAA ALLOCATION FUND New Age Alpha Funds Trust 85691.6K $0.05 %0.00 %as of Jun 30, 2026 ↗
Direxion HCM Tactical Enhanced US ETF Direxion Shares ETF Trust 84485.2K $0.02 %0.00 %as of Jul 31, 2026 ↗
EQ/AB Dynamic Aggressive Growth Portfolio EQ Advisors Trust 81787.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 80580.3K $0.01 %0.00 %as of May 31, 2026 ↗
BlackRock Managed Income Fund BlackRock Funds II 80285.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Technology ETF ProShares Trust 80179.9K $0.03 %0.00 %as of May 31, 2026 ↗
BlackRock Global Allocation Portfolio BlackRock Series Fund, Inc. 79885.4K $0.05 %0.00 %as of Jun 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 79780.5K $0.03 %0.00 %as of Jul 31, 2026 ↗
Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust 79680.4K $0.41 %0.00 %as of Jul 31, 2026 ↗
THRIVENT DYNAMIC ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 78684.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 73979.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 69068.8K $0.01 %0.00 %as of May 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 68869.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Invesco S&P 500 BuyWrite ETF Invesco Exchange-Traded Fund Trust 68369K $0.02 %0.00 %as of Jul 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 67867.6K $0.01 %0.00 %as of May 31, 2026 ↗
S&P 500 Index Fund SHELTON FUNDS 66966.7K $0.02 %0.00 %as of May 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 64969.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
MFS Global Alternative Strategy Fund MFS Series Trust XV 62663.2K $0.03 %0.00 %as of Jul 31, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 59563.7K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 58462.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
UTILITIES ULTRASECTOR PROFUND ProFunds 58058.6K $0.75 %0.00 %as of Jul 31, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 56657.2K $0.01 %0.00 %as of Jul 31, 2026 ↗
Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST 56656.5K $0.01 %0.00 %as of May 31, 2026 ↗
EQ/Goldman Sachs Growth Allocation Portfolio EQ Advisors Trust 56059.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Victory S&P 500 Index Fund Victory Portfolios 55259.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Large Cap Fund Steward Funds Inc 51051.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Federated Hermes Max-Cap Index Fund Federated Hermes Index Trust 50651.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
EQ/Goldman Sachs Moderate Growth Allocation Portfolio EQ Advisors Trust 49152.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 49052.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
LoCorr Strategic Allocation Fund LoCorr Investment Trust 46950.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
Direxion Daily S&P 500 Bull 2X Shares Direxion Shares ETF Trust 45746.2K $0.02 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST 43746.8K $0.16 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Large Cap Value Portfolio SEASONS SERIES TRUST 40943.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
Nova Fund Rydex Series Funds 40743.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
DWS Equity Sector Strategy Fund DEUTSCHE DWS ASSET ALLOCATION TRUST 40039.9K $0.04 %0.00 %as of May 31, 2026 ↗
Strategic Allocation: Conservative Fund American Century Strategic Asset Allocations Inc 39039.4K $0.01 %0.00 %as of Jul 31, 2026 ↗
State Street S&P 500 Index V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 38941.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
S&P 500 2x Strategy Fund Rydex Dynamic Funds 37640.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
Gotham Enhanced 500 ETF Tidal Trust I 36939.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
SIMT Mid-Cap Fund SEI INSTITUTIONAL MANAGED TRUST 36438.9K $0.07 %0.00 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 36238.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 36038.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
Intech S&P Large Cap Diversified Alpha ETF Tidal Trust III 34034.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
EQ/Invesco Moderate Growth Allocation Portfolio EQ Advisors Trust 31834K $0.01 %0.00 %as of Jun 30, 2026 ↗
CYBER HORNET S&P 500 Index Funds 31633.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Lazard Real Assets Portfolio LAZARD FUNDS INC 28530.5K $0.48 %0.00 %as of Jun 30, 2026 ↗
S&P 500 Fund Rydex Series Funds 26728.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
ULTRABULL PROFUND ProFunds 26026.3K $0.01 %0.00 %as of Jul 31, 2026 ↗
EQ/Invesco Moderate Allocation Portfolio EQ Advisors Trust 23925.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
Morningstar Alternatives Fund Morningstar Funds Trust 23924.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra S&P 500 Equal Weight ProShares Trust 22322.2K $0.07 %0.00 %as of May 31, 2026 ↗
S&P 500 2x Strategy Fund Rydex Variable Trust 21523K $0.02 %0.00 %as of Jun 30, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 19821.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
UBS U.S. Allocation Fund UBS INVESTMENT TRUST 19719.6K $0.01 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 17819K $0.01 %0.00 %as of Jun 30, 2026 ↗
ProShares S&P 500 Ex-Financials ETF ProShares Trust 16716.7K $0.02 %0.00 %as of May 31, 2026 ↗
ProShares S&P 500 Ex-Energy ETF ProShares Trust 15815.8K $0.02 %0.00 %as of May 31, 2026 ↗
ELFUN DIVERSIFIED FUND ELFUN DIVERSIFIED FUND 15116.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
NEOS Boosted S&P 500(R) High Income ETF NEOS ETF Trust 14815.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Global X S&P 500 Covered Call & Growth ETF GLOBAL X FUNDS 14214.3K $0.02 %0.00 %as of Jul 31, 2026 ↗
AQR CVX Fusion Fund AQR Funds 14015K $0.03 %0.00 %as of Jun 30, 2026 ↗
iShares S&P 500 ex S&P 100 ETF iShares Trust 14015K $0.07 %0.00 %as of Jun 30, 2026 ↗
AST Quantitative Modeling Portfolio Advanced Series Trust 13013.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
RiverNorth Patriot ETF Elevation Series Trust 11612.4K $0.31 %0.00 %as of Jun 30, 2026 ↗
Invesco S&P 500 Downside Hedged ETF Invesco Actively Managed Exchange-Traded Fund Trust 10710.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 10710.8K $0.01 %0.00 %as of Jul 31, 2026 ↗
Value Equity Index Fund GuideStone Funds 10611.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares Dynamic Short-Term Active ETF BlackRock ETF Trust 959.6K $0.01 %0.00 %as of Jul 31, 2026 ↗
Global X S&P 500 Risk Managed Income ETF GLOBAL X FUNDS 949.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
ProShares S&P 500 Ex-Health Care ETF ProShares Trust 828.2K $0.02 %0.00 %as of May 31, 2026 ↗
UBS GLOBAL ALLOCATION FUND UBS FUNDS 818.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Franklin Allocation VIP Fund Franklin Templeton Variable Insurance Products Trust 798.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Nova Fund Rydex Variable Trust 788.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Allspring VT Index Asset Allocation Fund Allspring VARIABLE TRUST 778.2K $0.01 %0.00 %as of Jun 30, 2026 ↗

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Funds that publish their own holdings

FundWeight in fund
Pictet - USA Index Pictet Asset Management (Europe) S.A. 0.02 %as of Sep 30, 2025 ↗

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Lazard Listed Infrastructure ETF Lazard Active ETF Trust 4.67 %as of Jun 30, 2026 ↗
1290 VT Equity Income Portfolio EQ Advisors Trust 3.34 %as of Jun 30, 2026 ↗
First Trust Utilities AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 3.20 %as of Jul 31, 2026 ↗
Invesco S&P 500 Equal Weight Utilities ETF Invesco Exchange-Traded Fund Trust 3.13 %as of Jul 31, 2026 ↗
Virtus Reaves Utilities ETF ETFis Series Trust I 2.93 %as of Jul 31, 2026 ↗
EQ/MFS Utilities Series Portfolio EQ Advisors Trust 2.62 %as of Jun 30, 2026 ↗
MFS Utilities Series MFS VARIABLE INSURANCE TRUST 2.57 %as of Jun 30, 2026 ↗
Utilities Fund American Century Quantitative Equity Funds, Inc. 2.50 %as of Jun 30, 2026 ↗
MFS Utilities Fund MFS Series Trust VI 2.47 %as of Jul 31, 2026 ↗
MML Income & Growth Fund MML SERIES INVESTMENT FUND 2.39 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3522+3061,850,516+2.5 %
2026Q2492+2960,371,113+11.6 %
2026Q1463-1554,099,589-10.2 %
2025Q4478-560,238,088+0.6 %
2025Q3483-259,903,498+4.3 %
2025Q2485+1257,451,653+7.6 %
2025Q1473-953,377,747-0.6 %
2024Q4482-353,716,625-10.2 %
2024Q3485-2159,794,079-2.2 %
2024Q2506061,145,411+16.3 %
2024Q1506-2852,566,224+2.3 %
2023Q453451,366,550

Institutional managers

692 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
Capital Research Global Investors16,436,8941.7B $as of Mar 31, 2026
BlackRock, Inc.11,768,5801.2B $as of Mar 31, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC7,000,617705.3M $as of Mar 31, 2026
STATE STREET CORP6,911,189696.3M $as of Mar 31, 2026
ATLAS Infrastructure Partners (UK) Ltd.5,074,413511.2M $as of Mar 31, 2026
Invesco Ltd.4,250,293428.2M $as of Mar 31, 2026
Soroban Capital Partners LP3,854,815388.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC3,134,043315.2M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/2,844,387286.6M $as of Mar 31, 2026
TWO SIGMA INVESTMENTS, LP2,188,542220.5M $as of Mar 31, 2026
MORGAN STANLEY2,060,995207.6M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC1,568,131158M $as of Mar 31, 2026
Pictet Asset Management Holding SA1,417,306142.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,345,955135.6M $as of Mar 31, 2026
Squarepoint Ops LLC1,227,848123.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,147,079115.6M $as of Mar 31, 2026
Bank of New York Mellon Corp1,090,518109.9M $as of Mar 31, 2026
REAVES W H & CO INC1,078,046108.6M $as of Mar 31, 2026
FRANKLIN RESOURCES INC1,076,065108.4M $as of Mar 31, 2026
Assenagon Asset Management S.A.996,153100.4M $as of Mar 31, 2026
Nuveen, LLC983,65699.1M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP982,56499M $as of Mar 31, 2026
UBS Group AG965,90997.3M $as of Mar 31, 2026
NORTHERN TRUST CORP954,35196.2M $as of Mar 31, 2026
Empower Advisory Group, LLC887,60989.4M $as of Mar 31, 2026

Declared shareholders of Pinnacle West Capital Corp

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BARROW HANLEY MEWHINNEY & STRAUSS LLC 5.40 %6,575,662as of Jun 30, 2026 · SCHEDULE 13G

Funds holding the debt of Pinnacle West Capital Corp

186 funds declare 270 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND339.2M $as of Jul 31, 2026
Calamos Market Neutral Income Fund122.8M $as of Jul 31, 2026
VANGUARD ULTRA-SHORT-TERM BOND FUND119.4M $as of Jul 31, 2026
Baird Short-Term Bond Fund116.2M $as of Jun 30, 2026
iShares Convertible Bond ETF112.6M $as of Jul 31, 2026
BlackRock Total Return Fund111.4M $as of Jun 30, 2026
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND211.1M $as of May 31, 2026
Hartford Dynamic Bond Fund110.2M $as of Jul 31, 2026
Fidelity Advisor Limited Term Bond Fund210.2M $as of May 31, 2026
Federated Hermes Ultrashort Bond Fund19.9M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND39.8M $as of Jun 30, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF19.4M $as of Jun 30, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND38.8M $as of Jun 30, 2026
THE HARTFORD BALANCED INCOME FUND27.8M $as of Jul 31, 2026
iShares Short Duration Bond Active ETF17.4M $as of Jul 31, 2026
BlackRock Low Duration Bond Portfolio16.4M $as of Jun 30, 2026
VANGUARD SHORT-TERM BOND INDEX FUND36.2M $as of Jun 30, 2026
iShares 1-5 Year Investment Grade Corporate Bond ETF26.1M $as of May 31, 2026
State Street(R) SPDR(R) Portfolio Short Term Corporate Bond ETF25.3M $as of Jun 30, 2026
Strategic Advisers Fidelity Core Income Fund25.2M $as of May 31, 2026
Strategic Advisers Core Income Fund25.1M $as of May 31, 2026
Thornburg Limited Term Income Fund14.8M $as of Jun 30, 2026
THE HARTFORD TOTAL RETURN BOND FUND24.7M $as of Jul 31, 2026
DoubleLine Low Duration Bond Fund24.5M $as of Jun 30, 2026
NVIT Loomis Short Term Bond Fund24.3M $as of Jun 30, 2026
Cite this page

Titelia. "Fund shareholders of Pinnacle West Capital Corp". https://titelia.com/en/stocks/pinnacle-west-capital-corp-US7234841010