Institutional net value surged +$1.84B with 347 net buyers vs 239 net sellers and 85 new positions vs 45 exits; top conviction holders ATLAS (18% weight) and Barrow Hanley (2.31%) show extreme concentration. With insider data absent, the verdict is driven by these robust institutional flows.

Confirmation

Continued institutional accumulation in the coming quarter, paired with any insider buying, will confirm the bullish trend.

Invalidation Risk

A reversal to institutional net selling, or any large insider sells, would dismantle the bull case.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Mar 25

BuySell

操作	內部人	職稱	交易日	金額
賣出	Tetlow Jacob	Insider	2025-08-11	$600K
賣出	Mountain Paul J	VP, Finance and Planning	2025-05-06	$86K
賣出	Mountain Paul J	VP, Finance and Planning	2025-05-06	$56K
賣出	Tetlow Jacob	Insider	2025-03-03	$149K
賣出	Tetlow Jacob	Insider	2025-03-03	$63K

View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PINNACLE WEST CAPITAL (PNW)?

Major stakeholders currently include Capital Research Global Investors ($1.7B), BlackRock, Inc. ($1.2B), Vanguard Capital Management LLC ($786.0M). Based on the latest 13F filings, there are a total of 703 tracked investment funds and institutions maintaining positions in PNW.

What is the overall institutional sentiment toward PNW recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.8B, driven by 348 managers accumulating shares while 239 reduced their exposure.

Which institutions have been selling or reducing their PNW positions?

In the latest period, 194 funds trimmed their holdings, and 45 managers completely exited their positions. The aggregate reported sell value was $4.0B.

Are there any notable investors adding PNW to their portfolios?

Yes, buying activity remains notable. 85 institutions opened new positions in {ticker}, and 263 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.3B.