SYSTEMATIC FINANCIAL MANAGEMENT LP
Position in PNW — Pinnacle West Capital Corp
CIK 1085936
TEANECK, NJ
Position in PNW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,071,630
+$1,925,320 QoQ
Shares Held
66,090
+29.4% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#134
of 723 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 57%
Shared 0%
None 43%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SYSTEMATIC FINANCIAL MANAGEMENT LP holds $132,019,175 across 5 Utilities - Regulated Electric names. PNW ranks #3 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
|
1,121,956 | $80,354,488 | |
| 2 | POR |
Portland General Electric Co /Or/
|
711,771 | $36,891,090 | |
| 3 | PNW |
Pinnacle West Capital Corp
This page
|
66,090 | $7,071,630 | |
| 4 | EVRG |
Evergy, Inc.
|
69,125 | $5,974,473 | |
| 5 | ETR |
Entergy Corp /De/
|
15,040 | $1,727,494 |
All Filings in PNW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,071,630 | 66,090 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,146,310 | 51,080 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,646,106 | 52,380 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $4,038,286 | 45,040 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,003,335 | 44,745 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,274,343 | 44,875 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,804,053 | 44,875 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,005,596 | 45,215 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,549,378 | 46,470 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $2,770,988 | 37,080 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,671,357 | 23,265 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,647,853 | 22,365 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,981,107 | 24,320 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,933,059 | 24,395 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,856,896 | 24,420 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $827,018 | 12,820 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,039,766 | 14,220 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $907,522 | 11,620 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $396,715 | 5,620 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $345,157 | 4,770 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $393,046 | 4,795 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $390,073 | 4,795 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $380,562 | 4,760 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $190,475 | 2,555 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||