SYSTEMATIC FINANCIAL MANAGEMENT LP
Position in PNW — Pinnacle West Capital Corp
CIK 1085936
TEANECK, NJ
Position in PNW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,146,310
+$500,204 QoQ
Shares Held
51,080
-2.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 75.28386844166015.ToString("F0")%
Shared 0.ToString("F0")%
None 24.71613155833986.ToString("F0")%
Common Shares in PNW Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026SYSTEMATIC FINANCIAL MANAGEMENT LP holds $119,144,545 across 5 Utilities - Regulated Electric names. PNW ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWE |
NorthWestern Energy Group, Inc.
|
1,132,065 | $74,648,365 | |
| 2 | POR |
Portland General Electric Co /Or/
|
629,339 | $33,210,218 | |
| 3 | PNW |
Pinnacle West Capital Corp
This page
|
51,080 | $5,146,310 | |
| 4 | EVRG |
Evergy, Inc.
|
53,900 | $4,415,488 | |
| 5 | ETR |
Entergy Corp /De/
|
15,345 | $1,724,164 |
All Filings in PNW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||