Pinnacle West Asset Management, Inc.

All 13F Filings

Location
Casper, WY
Most recent 13F
Q2 2026
Holdings value ($000)
144,719
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
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.
Swipe for more columns
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
Swipe for more columns

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.