Pinnacle West Capital (pnw 4.75 06/15/27)

13F holders, Q3 2025 (September 30)
6holders
1new positions
1sold out
$1.17avg. 13F price*

At the end of Q3 2025, 6 institutions reported holding Pinnacle West Capital (pnw 4.75 06/15/27) in their 13F filings, unchanged from Q2 2025. 1 opened new positions and 1 sold out. The largest holders were Angelo Gordon & Co., L.P. ($19.9M), State of Wisconsin Investment Board ($3.2M) and Income Research & Management ($3.1M).

Company
Pinnacle West Capital (pnw 4.75 06/15/27)
CUSIP
723484AK7
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q2 2025: 6Q2 2025Q3 2025: 6Q3 2025Q4 2025: 8Q4 2025Q1 2026: 11Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions1$2.2M
Exits1$3K

All 13F filers, Q2 2025 → Q3 2025: 1,274,000 shares bought and 60,712 shares sold, net +1,213,288 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Angelo Gordon & Co., L.P. 2.89% No change 18,500,000 $19.9M
State of Wisconsin Investment Board 0.01% Add +50.0% 3,000,000 $3.2M
Income Research & Management 1.50% Add +9.2% 2,851,000 $3.1M
Lombard Odier Asset Management (Europe) Ltd 0.16% New 33,000 $2.2M
Loomis Sayles & Co. L P 0.00% Reduce -96.8% 1,951 $175K
&partners 0.00% Add +0.7% 152,000 $163K

"% of holder's portfolio" is PINNACLE WEST CAPITAL (PNW 4.75 06/15/27)'s weight in each manager's 13F, not the share of Pinnacle West Capital (pnw 4.75 06/15/27) the manager owns.