As of the latest SEC filings, PINNACLE WEST CAPITAL CORP (PNW) is held by 511 institutional funds. The largest fund shareholder is Capital World Growth & Income Fund (CWIAX), holding an estimated $515,440,496.40 in market value, representing 0.35% of its portfolio.
Funds holding PINNACLE WEST CAPITAL CORP (PNW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PNW
- CIK:
- 0000764622
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CWIAX
Capital World Growth & Income Fund
|
MF | Independent / Boutique | 0.35% | $515,440,496.40 | 5,138,988 | Feb 28, 2026 | Apr 27, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.36% | $457,635,458.40 | 4,412,220 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $386,966,645.00 | 3,840,860 | Mar 31, 2026 | May 28, 2026 |
|
VFIAX
VANGUARD 500 INDEX FUND
|
ETF | Vanguard | 0.02% | $306,481,903.00 | 3,042,004 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.17% | $280,866,316.25 | 2,787,755 | Mar 31, 2026 | May 28, 2026 |
|
CMLAX
American Mutual Fund
|
MF | Independent / Boutique | 0.22% | $254,881,528.00 | 2,457,400 | Apr 30, 2026 | Jun 26, 2026 |
|
DVY
iShares Select Dividend ETF
|
ETF | BlackRock / iShares | 1.03% | $235,503,416.68 | 2,270,569 | Apr 30, 2026 | Jun 24, 2026 |
|
CICAX
Investment Co of America
|
MF | Independent / Boutique | 0.14% | $225,712,542.25 | 2,240,323 | Mar 31, 2026 | May 28, 2026 |
|
XLU
State Street(R) Utilities Select Sector SPDR(R) ETF
|
ETF | State Street (SPDR) | 0.85% | $206,868,060.75 | 2,053,281 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.29% | $178,859,157.75 | 1,775,277 | Mar 31, 2026 | May 28, 2026 |
|
RSP
Invesco S&P 500 Equal Weight ETF
|
ETF | Invesco | 0.20% | $173,922,259.68 | 1,676,844 | Apr 30, 2026 | Jun 29, 2026 |
|
IVV
iShares Core S&P 500 ETF
|
ETF | BlackRock / iShares | 0.02% | $155,116,715.00 | 1,539,620 | Mar 31, 2026 | May 28, 2026 |
|
FXAIX
Fidelity 500 Index Fund
|
MF | Fidelity | 0.02% | $152,775,656.10 | 1,523,187 | Feb 28, 2026 | Apr 24, 2026 |
|
SPY
SPDR S&P 500 ETF Trust
|
ETF | State Street (SPDR) | 0.02% | $141,890,154.25 | 1,408,339 | Mar 31, 2026 | May 28, 2026 |
|
MVCHX
MFS Mid Cap Value Fund
|
MF | Independent / Boutique | 0.85% | $136,169,770.75 | 1,351,561 | Mar 31, 2026 | May 26, 2026 |
|
CBFAX
American Funds Global Balanced Fund
|
MF | Capital Group / American Funds | 0.34% | $111,213,873.72 | 1,072,251 | Apr 30, 2026 | Jun 26, 2026 |
|
SPLV
Invesco S&P 500 Low Volatility ETF
|
ETF | Invesco | 1.26% | $104,340,685.80 | 1,040,286 | Feb 28, 2026 | Apr 28, 2026 |
|
FKUTX
Franklin Utilities Fund
|
MF | Franklin Templeton | 1.30% | $100,750,000.00 | 1,000,000 | Mar 31, 2026 | May 27, 2026 |
|
BBVLX
Bridge Builder Large Cap Value Fund
|
MF | Independent / Boutique | 0.38% | $98,845,623.50 | 981,098 | Mar 31, 2026 | May 22, 2026 |
|
SPYD
State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF
|
ETF | State Street (SPDR) | 1.32% | $93,292,283.50 | 925,978 | Mar 31, 2026 | May 28, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 0.74% | $81,523,739.70 | 812,799 | Feb 28, 2026 | Apr 28, 2026 |
|
UTG
Reaves Utility Income Fund
|
CEF | Independent / Boutique | 1.73% | $70,218,440.00 | 677,000 | Apr 30, 2026 | Jun 26, 2026 |
|
VIIIX
VANGUARD INSTITUTIONAL INDEX FUND
|
MF | Vanguard | 0.02% | $68,003,026.00 | 674,968 | Mar 31, 2026 | May 28, 2026 |
|
MMUCX
MFS Utilities Fund
|
MF | Independent / Boutique | 2.39% | $67,371,429.72 | 649,551 | Apr 30, 2026 | Jun 29, 2026 |
|
DNP
DNP Select Income Fund Inc
|
CEF | Duff & Phelps / Virtus | 1.65% | $64,817,739.60 | 624,930 | Apr 30, 2026 | Jun 26, 2026 |
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