Pinnacle West Asset Management, Inc.
All 13F Filings
- Location
- Casper, WY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 144,719
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 104 | 144,719 | 13F-HR | Pinnacle West Asset Management, Inc. |
| Q1 2026 | 5/14/2026 | 114 | 147,128 | 13F-HR | Pinnacle West Asset Management, Inc. |
| Q4 2025 | 2/10/2026 | 114 | 153,936 | 13F-HR | Pinnacle West Asset Management, Inc. |
| Q3 2025 | 11/5/2025 | 116 | 154,408 | 13F-HR | Pinnacle West Asset Management, Inc. |
| Q2 2025 | 7/24/2025 | 113 | 144,654 | 13F-HR | Pinnacle West Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 144.7 K | 100.0% | 0 | 2.409 K | -2.409 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
144,719
Holdings
104
QoQ value change ($000)
-2,409
(-1.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.