Pinnacle West Capital (PNW)Magellan Asset Management Ltd added to its stake +12K shares

128K

Shares reported · +12K vs prior quarter

0.31%

Disclosed portfolio weight

$13.7M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 13, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Nov 10, 2025Federal contract · $1.2M obligatedDepartment of Justice awarded Pinnacle West Capital: $1.15M obligated to date
2. Jun 10, 2026Federal contract · $61K obligatedDepartment of the Interior awarded Pinnacle West Capital: $61K obligated to date
3. Jun 23, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 23, 2026, the Human Resources Committee of the Board of Directors of Pinnacle West Capital Corporation (“Pinnacle West”) approved a Discretionary Credit Award Agreement (the “Agreement”) for Adam Heflin, Executive Vice President and Chief Nuclear Officer of Arizona Public Service Company (“APS”) and a named executive officer of Pinnacle West.”
4. Aug 4, 2026Company filing · Form 8-K · Material agreementSigned an important agreement
5. Aug 4, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
6. Aug 7, 2026InsiderInsider sold ~$184K of PNW shares in the open market
7. Aug 10, 2026InsiderOfficer sold ~$97K of PNW shares in the open market
8. Aug 12, 20265% stakeBARROW HANLEY MEWHINNEY & STRAUSS LLC reported a passive stake (13G) of 5.4%

What came next

1. Sep 16, 2026Federal contractDepartment of Justice awarded Pinnacle West Capital: $0 obligated to date

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Pinnacle West Capital

For Pinnacle West Capital, OQRO holds 2 insider filings (SEC Form 4 or Form 144), 10 fund holdings reports (13F) and 3 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its PNW page.

How this filing works

• SEC Form 13F

Other disclosures at Pinnacle West Capital

• USAspending.gov award recordSep 16, 2026
• USAspending.gov award recordSep 10, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 13, 2026
• USAspending.gov award recordAug 13, 2026

Everything OQRO holds on this company is on its PNW page.