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Funds Holding Pinnacle West Capital Corp

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Pinnacle West Capital Corp, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of PNW →
Funds holding
145
as of 2026-07-31
Reported value
$2B
summed across funds
Fund families
69
named trusts
Largest conviction
3.13%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Invesco S&P 500 Equal Weight Utilities ETFInvesco Exchange-Traded Fund Trust166.8K sh$16.8M3.13%
Virtus Reaves Utilities ETFETFis Series Trust I381.6K sh$38.5M2.93%
MFS Utilities FundMFS Series Trust VI639.4K sh$64.6M2.47%
Cambiar SMID FundADVISORS' INNER CIRCLE FUND8.8K sh$891.7K2.28%
Invesco Dorsey Wright Utilities Momentum ETFInvesco Exchange-Traded Fund Trust12.2K sh$1.2M2.26%
DNP Select Income Fund IncDNP Select Income Fund Inc624.9K sh$63.1M1.70%
iShares MSCI USA Small-Cap Min Vol Factor ETFiShares Trust40.6K sh$4.1M1.42%
THRIVENT SMALL CAP STOCK FUNDThrivent Mutual Funds407.4K sh$41.1M1.41%
Invesco High Yield Equity Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust156.4K sh$15.8M1.40%
Reaves Utility Income FundReaves Utility Income Fund457K sh$46.2M1.31%
Global X U.S. Electrification ETFGLOBAL X FUNDS57.9K sh$5.8M1.27%
The MidCap Value FundCOMMERCE FUNDS4.4K sh$440.8K1.09%
John Hancock Premium Dividend FundJohn Hancock Premium Dividend Fund70K sh$7.1M1.00%
iShares Select Dividend ETFiShares Trust2.3M sh$227.3M0.97%
Equity Income FundRUSSELL INVESTMENT CO14.5K sh$1.5M0.95%
iShares Infrastructure Active ETFBlackRock ETF Trust9.8K sh$992.8K0.90%
THRIVENT SMALL CAP GROWTH FUNDThrivent Mutual Funds6.9K sh$692.7K0.87%
John Hancock Tax-Advantaged Dividend Income FundJohn Hancock Tax-Advantaged Dividend Income Fund80K sh$8.1M0.86%
Fidelity Telecom and Utilities FundFidelity Select Portfolios110.8K sh$11.2M0.85%
Invesco S&P 500 Value with Momentum ETFInvesco Exchange-Traded Fund Trust10.9K sh$1.1M0.84%
Fidelity MSCI Utilities Index ETFFIDELITY COVINGTON TRUST183.2K sh$18.5M0.80%
iShares U.S. Utilities ETFiShares Trust109.2K sh$11M0.76%
UTILITIES ULTRASECTOR PROFUNDProFunds580 sh$58.6K0.75%
Harbor Long-Short Equity ETFHarbor ETF Trust1.1K sh$107.6K0.70%
American Beacon Large Cap Value FundAMERICAN BEACON FUNDS203.1K sh$20.5M0.69%
Direxion Daily Utilities Bull 3X SharesDirexion Shares ETF Trust2.6K sh$259.7K0.69%
NYLIM Epoch Global Equity Yield FundNYLIM FUNDS TRUST65.9K sh$6.7M0.67%
American Beacon Balanced FundAMERICAN BEACON FUNDS6.7K sh$679.4K0.65%
Eventide Small Cap ETFStrategy Shares2.1K sh$212K0.59%
Federated Hermes MDT Large Cap Value FundFederated Hermes Adviser Series161.8K sh$16.3M0.58%
NYLIM Epoch U.S. Equity Yield FundNYLIM FUNDS TRUST66.9K sh$6.8M0.56%
LSV U.S. Managed Volatility FundADVISORS' INNER CIRCLE FUND1.4K sh$142.4K0.49%
LargeCap Value Fund IIIPrincipal Funds, Inc113K sh$11.4M0.49%
Invesco S&P 500 Pure Value ETFInvesco Exchange-Traded Fund Trust77.7K sh$7.8M0.47%
Fidelity Flex Mid Cap Focused Index FundFidelity Salem Street Trust796 sh$80.4K0.41%
NYLIM Income Builder FundNYLIM FUNDS47.2K sh$4.8M0.41%
iShares Morningstar Small-Cap Value ETFiShares Trust26.7K sh$2.7M0.39%
PACE Small/Medium Co Value Equity InvestmentsPACE SELECT ADVISORS TRUST10.5K sh$1.1M0.38%
JPMorgan Diversified Return U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust16.7K sh$1.7M0.36%
JPMorgan Diversified Return U.S. Equity ETFJ.P. Morgan Exchange-Traded Fund Trust16.4K sh$1.7M0.36%
Capital Income BuilderCapital Income Builder4.4M sh$445.6M0.34%
Catholic Responsible Investments Small-Mid Cap Equity FundCatholic Responsible Investments Funds19.6K sh$2M0.33%
American Funds Global Balanced FundAmerican Funds Global Balanced Fund1.1M sh$108.3M0.32%
BNY Mellon US Mid Cap Core Equity ETFBNY Mellon ETF Trust20.4K sh$2.1M0.32%
American Beacon Diversified FundAmerican Beacon Institutional Funds Trust17.8K sh$1.8M0.30%
Fidelity Flex Mid Cap Index FundFidelity Salem Street Trust18.1K sh$1.8M0.29%
JPMorgan BetaBuilders U.S. Mid Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust53.2K sh$5.4M0.26%
Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds63.6K sh$6.4M0.24%
AAM Transformers ETFETF Series Solutions5.3K sh$533.7K0.22%
American Mutual FundAmerican Mutual Fund2.5M sh$248.2M0.21%
iShares Morningstar Small-Cap ETFiShares Trust5.5K sh$552.2K0.20%
JPMorgan U.S. Value Factor ETFJ.P. Morgan Exchange-Traded Fund Trust16.1K sh$1.6M0.19%
Invesco S&P 500 Equal Weight ETFInvesco Exchange-Traded Fund Trust1.8M sh$182.6M0.19%
Victory Extended Market Index FundVictory Portfolios III14K sh$1.4M0.17%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust44.7K sh$4.5M0.17%
Dimensional U.S. Small Cap ETFDimensional ETF Trust241.9K sh$24.4M0.16%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds21.1K sh$2.1M0.16%
U.S. SMALL CAP PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC286.1K sh$28.9M0.15%
Invesco S&P 500 Equal Weight Income Advantage ETFInvesco Actively Managed Exchange-Traded Fund Trust14.2K sh$1.4M0.14%
Allspring Small Company Value PortfolioALLSPRING MASTER TRUST6.2K sh$626.8K0.09%
Column Mid Cap FundTrust for Professional Managers10.2K sh$997.7K0.09%
Fidelity Mid Cap Index FundFidelity Salem Street Trust459K sh$46.3M0.09%
Schwab U.S. Mid-Cap Index FundSCHWAB CAPITAL TRUST24.5K sh$2.5M0.09%
iShares Russell Mid-Cap Index FundBlackRock Funds22.2K sh$2.2M0.09%
Parametric Volatility Risk Premium - Defensive FundEaton Vance Mutual Funds Trust8.2K sh$830.1K0.06%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds20.5K sh$2.1M0.06%
VANGUARD HIGH DIVIDEND YIELD INDEX FUNDVANGUARD WHITEHALL FUNDS487.2K sh$49.2M0.05%
BlackRock Multi-Asset Income PortfolioBlackRock Funds II50.6K sh$5.1M0.05%
Invesco Dividend AchieversTM ETFInvesco Exchange-Traded Fund Trust3.5K sh$348.4K0.04%
SA Large Cap Value Index PortfolioSUNAMERICA SERIES TRUST2.9K sh$297.8K0.04%
LARGE-CAP VALUE PROFUNDProFunds22 sh$2.2K0.04%
BlackRock Global Allocation Fund, Inc.BlackRock Global Allocation Fund, Inc.67.8K sh$6.8M0.04%
Schwab Fundamental U.S. Large Company Index FundSCHWAB CAPITAL TRUST47.5K sh$4.8M0.04%
Invesco RAFI US 1000 ETFInvesco Exchange-Traded Fund Trust34K sh$3.4M0.04%
Fidelity Series Large Cap Value Index FundFidelity Salem Street Trust40.9K sh$4.1M0.03%
Fidelity Large Cap Value Index FundFidelity Salem Street Trust47.9K sh$4.8M0.03%
Schwab U.S. Large-Cap Value Index FundSCHWAB CAPITAL TRUST3.7K sh$374.2K0.03%
MFS Global Alternative Strategy FundMFS Series Trust XV626 sh$63.2K0.03%
Nuveen Large Cap Value Index FundTIAA-CREF Funds40.4K sh$4.1M0.03%
Multifactor U.S. Equity FundRUSSELL INVESTMENT CO797 sh$80.5K0.03%
Tax-Managed Real Assets FundRUSSELL INVESTMENT CO4K sh$400.5K0.03%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust6K sh$605.3K0.03%
Global X S&P 500 U.S. Revenue Leaders ETFGLOBAL X FUNDS6 sh$605.90.03%
Fidelity Series All-Sector Equity FundFidelity Devonshire Trust15.3K sh$1.5M0.03%
Dimensional US Core Equity 1 ETFDimensional ETF Trust8.9K sh$902.2K0.03%
BlackRock Dynamic High Income PortfolioBlackRock Funds II4.2K sh$424.6K0.03%
U.S. CORE EQUITY 1 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC99.4K sh$10M0.02%
Intech S&P Large Cap Diversified Alpha ETFTidal Trust III340 sh$34.3K0.02%
Dimensional U.S. Core Equity 2 ETFDimensional ETF Trust113.6K sh$11.5M0.02%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds13.2K sh$1.3M0.02%
Global X S&P 500 Covered Call & Growth ETFGLOBAL X FUNDS142 sh$14.3K0.02%
Strategic Allocation: Aggressive FundAmerican Century Strategic Asset Allocations Inc1.6K sh$162.5K0.02%
THRIVENT DYNAMIC ALLOCATION FUNDThrivent Mutual Funds994 sh$100.4K0.02%
Global X S&P 500 Tail Risk ETFGLOBAL X FUNDS10 sh$1K0.02%
U.S. CORE EQUITY 2 PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC79.6K sh$8M0.02%
Global X S&P 500 Covered Call ETFGLOBAL X FUNDS6.6K sh$670K0.02%
Dimensional US Core Equity Market ETFDimensional ETF Trust25.1K sh$2.5M0.02%
BNY Mellon Institutional S&P 500 Stock Index FundBNY Mellon Investment Funds IV, Inc.2.7K sh$267.7K0.02%
Global X S&P 500 Collar 95-110 ETFGLOBAL X FUNDS7 sh$706.90.02%
Catholic Responsible Investments Equity Index FundCatholic Responsible Investments Funds8.8K sh$889.6K0.02%
Global X S&P 500 Catholic Values ETFGLOBAL X FUNDS2.5K sh$251.6K0.02%
SA Large Cap Index PortfolioSUNAMERICA SERIES TRUST6.3K sh$633.9K0.02%
Invesco S&P 500 BuyWrite ETFInvesco Exchange-Traded Fund Trust683 sh$69K0.02%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III688 sh$69.5K0.02%
Global X S&P 500 Risk Managed Income ETFGLOBAL X FUNDS94 sh$9.5K0.02%
Schwab S&P 500 Index FundSCHWAB CAPITAL TRUST271.3K sh$27.4M0.02%
Global X S&P 500 Christian Values ETFGLOBAL X FUNDS15 sh$1.5K0.02%
Fidelity SAI U.S. Large Cap Index FundFidelity Salem Street Trust35.4K sh$3.6M0.02%
LargeCap S&P 500 Index FundPrincipal Funds, Inc25K sh$2.5M0.02%
Nuveen S&P 500 Index FundTIAA-CREF Funds25.5K sh$2.6M0.02%
NYLIM S&P 500 Index FundNYLIM FUNDS TRUST4K sh$401.9K0.02%
Pacer Trendpilot US Large Cap ETFPacer Funds Trust6.1K sh$612.7K0.02%
U.S. LARGE COMPANY PORTFOLIODIMENSIONAL INVESTMENT GROUP INC26.4K sh$2.7M0.02%
BNY Mellon S&P 500 Index FundBNY MELLON INDEX FUNDS, INC.4.8K sh$488.5K0.02%
Federated Hermes Max-Cap Index FundFederated Hermes Index Trust506 sh$51.1K0.02%
Dimensional U.S. Equity Market ETFDimensional ETF Trust37K sh$3.7M0.02%
Strategic Allocation: Moderate FundAmerican Century Strategic Asset Allocations Inc1.4K sh$137.9K0.02%
Schwab 1000 Index FundSCHWAB INVESTMENTS38.8K sh$3.9M0.02%
iShares Core Dividend ETFiShares Trust3K sh$301.2K0.02%
Direxion Daily S&P 500 Bull 2X SharesDirexion Shares ETF Trust457 sh$46.2K0.02%
iShares Dow Jones U.S. ETFiShares Trust5.1K sh$514.1K0.02%
Wilmington Large-Cap Strategy FundWilmington Funds1.1K sh$106K0.02%
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETFPacer Funds Trust2.9K sh$293.8K0.02%
Invesco S&P 500 Downside Hedged ETFInvesco Actively Managed Exchange-Traded Fund Trust107 sh$10.8K0.02%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust66.1K sh$6.7M0.02%
Nuveen Equity Index FundTIAA-CREF Funds100.4K sh$10.1M0.02%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST72.8K sh$7.4M0.02%
iShares Total U.S. Stock Market Index FundBlackRock Funds7.5K sh$754.2K0.02%
Steward Values Enhanced Large Cap FundSteward Funds Inc510 sh$51.5K0.02%
Direxion HCM Tactical Enhanced US ETFDirexion Shares ETF Trust844 sh$85.2K0.02%
ULTRABULL PROFUNDProFunds260 sh$26.3K0.01%
AMT Diversified Equity FundADVISER MANAGED TRUST566 sh$57.2K0.01%
Direxion Daily S&P 500 Bull 3X SharesDirexion Shares ETF Trust9.5K sh$957K0.01%
Strategic Allocation: Conservative FundAmerican Century Strategic Asset Allocations Inc390 sh$39.4K0.01%
MidCap Value Fund IPrincipal Funds, Inc2.7K sh$273.6K0.01%
BULL PROFUNDProFunds57 sh$5.8K0.01%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds1.2K sh$124.8K0.01%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds4.5K sh$451.6K0.01%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS96.4K sh$9.7M0.01%
E*TRADE No Fee Total Market Index FundE Trade Trust107 sh$10.8K0.01%
Morningstar Alternatives FundMorningstar Funds Trust239 sh$24.1K0.01%
Fidelity SAI U.S. Low Volatility Index FundFidelity Salem Street Trust21.2K sh$2.1M0.01%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds2K sh$201.8K0.01%
iShares Dynamic Short-Term Active ETFBlackRock ETF Trust95 sh$9.6K0.00%
Calamos Market Neutral Income FundCALAMOS INVESTMENT TRUST/IL-147.5K sh-$14.9M-0.08%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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