Pinnacle West Capital: which funds bought and sold

Institutions that bought and sold Pinnacle West Capital shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 370 institutions that filed 13F reports for both quarters added to or opened positions in Pinnacle West Capital, and 253 cut or closed them. Together they added a net 6.1M shares, +4.9% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 3.0M shares (+7.0%); index fund managers were net buyers of 342K shares (+0.9%). 73 opened a new position and 51 sold out entirely.

Bought, Q2 2026 370 institutions, 73 of them new holders Sold, Q2 2026 253 institutions, 51 of them sold out

Net change, all compared +6.1M shares (+4.9%)

Net change, active managers +3.0M shares (+7.0%), 37 bought, 26 sold

Buyers versus sellers

institutions compared, 766

370 bought 143 253 sold

Active managers and hedge funds 37 bought · 26 sold · +3.0M

Index fund managers 10 bought · 2 sold · +342K

Other institutions 323 bought · 225 sold · +2.7M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+1.3M +877.9%	1.4M	$155M
FMR LLC Active manager	+1.1M +1336.1%	1.2M	$124M
Barclays PLC	+1.0M +136.5%	1.8M	$188M
Brookfield Corp	+961K +79785.5%	962K	$103M
Wellington Management Group LLP Active manager	+733K +101.3%	1.5M	$156M
Adage Capital Partners Gp, L.L.C. Hedge fund	+674K +194.4%	1.0M	$109M
Thrivent Financial For Lutherans	+379K +141.6%	646K	$69.2M
Nuveen, LLC	+359K +36.5%	1.3M	$144M
Two Sigma Investments, LP Hedge fund	+329K +15.0%	2.5M	$269M
Point72 Asset Management, L.P. Hedge fund	+263K +256.8%	365K	$39.1M
Atlas Infrastructure Partners (UK) Ltd.	+258K +5.1%	5.3M	$571M
Hite Hedge Asset Management LLC	+250K New position	250K	$26.7M
Quantinno Capital Management LP	+230K +58.2%	625K	$66.9M
Citadel Advisors LLC Hedge fund	+218K +458.8%	266K	$28.4M
Arbejdsmarkedets Tillaegspension	+214K New position	214K	$22.9M
Toronto Dominion Bank	+206K +570.9%	242K	$25.9M
Mizuho Markets Americas LLC	+162K +1457.7%	173K	$18.5M
Victory Capital Management Inc Active manager	+145K +42.0%	489K	$52.3M
Los Angeles Capital Management LLC Active manager	+130K +534.5%	155K	$16.5M
State Street Corp Index funds	+106K +1.5%	7.0M	$751M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+1.3M +877.9%	1.4M	$155M
FMR LLC Active manager	+1.1M +1336.1%	1.2M	$124M
Wellington Management Group LLP Active manager	+733K +101.3%	1.5M	$156M
Adage Capital Partners Gp, L.L.C. Hedge fund	+674K +194.4%	1.0M	$109M
Two Sigma Investments, LP Hedge fund	+329K +15.0%	2.5M	$269M
Point72 Asset Management, L.P. Hedge fund	+263K +256.8%	365K	$39.1M
Citadel Advisors LLC Hedge fund	+218K +458.8%	266K	$28.4M
Victory Capital Management Inc Active manager	+145K +42.0%	489K	$52.3M
Los Angeles Capital Management LLC Active manager	+130K +534.5%	155K	$16.5M
Lighthouse Investment Partners, LLC Hedge fund	+79K +455.0%	96K	$10.3M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Assenagon Asset Management S.A.	−632K −63.4%	364K	$39M
Barrow Hanley Mewhinney & Strauss LLC Active manager	−425K −6.1%	6.6M	$704M
Balyasny Asset Management L.P. Hedge fund	−370K −45.7%	439K	$47M
Squarepoint Ops LLC Hedge fund	−346K −28.2%	882K	$94.3M
Yaupon Capital Management LP Hedge fund	−305K Sold out	0	—
Zimmer Partners, LP Hedge fund	−283K −56.5%	218K	$23.3M
Jpmorgan Chase & Co	−176K −31.6%	382K	$41.8M
Reaves W H & Co Inc	−164K −15.2%	914K	$97.8M
Engineers Gate Manager LP Hedge fund	−150K −98.5%	2,220	$237,540
Morgan Stanley	−147K −7.1%	1.9M	$205M
Renaissance Technologies LLC Hedge fund	−141K −24.5%	435K	$46.5M
Jane Street Group, LLC	−109K −92.8%	8,420	$900,940
Millennium Management LLC Hedge fund	−104K −23.8%	333K	$35.7M
Bank Of Nova Scotia	−94K −94.7%	5,310	$568,170
State Of Wisconsin Investment Board	−87K −56.0%	68K	$7.3M
Man Group PLC Hedge fund	−86K Sold out	0	—
Capitolis Liquid Global Markets LLC	−82K Sold out	0	—
Bank Of America Corp	−82K −9.6%	766K	$82M
Aventail Capital Group, LP	−81K −53.0%	72K	$7.7M
Voloridge Investment Management, LLC Hedge fund	−77K −33.8%	151K	$16.1M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Barrow Hanley Mewhinney & Strauss LLC Active manager	−425K −6.1%	6.6M	$704M
Balyasny Asset Management L.P. Hedge fund	−370K −45.7%	439K	$47M
Squarepoint Ops LLC Hedge fund	−346K −28.2%	882K	$94.3M
Yaupon Capital Management LP Hedge fund	−305K Sold out	0	—
Zimmer Partners, LP Hedge fund	−283K −56.5%	218K	$23.3M
Engineers Gate Manager LP Hedge fund	−150K −98.5%	2,220	$237,540
Renaissance Technologies LLC Hedge fund	−141K −24.5%	435K	$46.5M
Millennium Management LLC Hedge fund	−104K −23.8%	333K	$35.7M
Man Group PLC Hedge fund	−86K Sold out	0	—
Voloridge Investment Management, LLC Hedge fund	−77K −33.8%	151K	$16.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Hite Hedge Asset Management LLC	250K	$26.7M
Arbejdsmarkedets Tillaegspension	214K	$22.9M
Van Lanschot Kempen Investment Management N.V.	85K	$9.1M
Ilex Capital Partners (UK) LLP	75K	$8M
Ruffer LLPActive manager	65K	$7M
Hudson Bay Capital Management LPHedge fund	38K	$4.1M
Inspire Advisors, LLC	25K	$2.7M
Atom Investors LP	21K	$2.2M
Quadrature Capital LtdHedge fund	18K	$1.9M
Banco Santander, S.A.	9,790	$1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Yaupon Capital Management LPHedge fund	305K	$30.7M
Man Group PLCHedge fund	86K	$8.7M
Capitolis Liquid Global Markets LLC	82K	$8.3M
Capital Investment Advisors, LLC	58K	$5.8M
Sagefield Capital LP	42K	$4.2M
Dark Forest Capital Management LP	26K	$2.7M
Qube Research & Technologies LtdHedge fund	22K	$2.2M
Isam Funds (UK) Ltd	22K	$2.2M
Banque Pictet & Cie SA	15K	$1.5M
Mariner, LLC	15K	$1.5M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 725
Ten largest holders: 54.7%
Index fund managers: 29.5%
Active managers and hedge funds: 34.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	37	26	4	4	+3.0M	+7.0%
Index fund managers	10	2	0	0	+342K	+0.9%
Other institutions	323	225	69	47	+2.7M	+6.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Pinnacle West Capital.

Only managers that filed a holdings report for both quarters are compared (766 here). 22 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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