Security Snapshot

PINNACLE WEST CAP CORP - NOTE 4.750% 6/1 Institutional Ownership

CUSIP: 723484AK7

13F Institutional Holders and Ownership History from Q2 2025 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

38

Principal

$461,059,000

Price (% of par)

106.93%

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Type / Class
Debt / NOTE 4.750% 6/1
Market price (% of par)
114.5%
All holders as of 31 Dec 2025
Q4 2025
Total 13F principal
$461,059,000
Total reported market value
$493,083,087
Principal change
-$15,203,000
Market value change
-$16,477,581
Number of holders
38
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • 723484AK7 - PINNACLE WEST CAP CORP - NOTE 4.750% 6/1 is tracked under CUSIP 723484AK7.
  • 38 institutions reported positions in Q4 2025.
  • Schedule 13D/13G significant owner rows are not currently available.

What Changed

  • Holder count moved from 38 to 2 between Q4 2025 and Q1 2026.
  • Reported value moved from $493,083,087 to $3,871,245.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 38 institutions filings for Q4 2025.

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Investment Quick Answers

What is CUSIP 723484AK7?
CUSIP 723484AK7 identifies 723484AK7 - PINNACLE WEST CAP CORP - NOTE 4.750% 6/1 in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 38 institutional investors reported holding $461,059,000 in principal (par value) of PINNACLE WEST CAP CORP - NOTE 4.750% 6/1.

Institutional Holders of PINNACLE WEST CAP CORP - NOTE 4.750% 6/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2026 Q1 $3,381,000 $3,871,245 114.5% 2
2025 Q4 $461,059,000 $493,083,087 -$16,477,581 106.93% 38
2025 Q3 $476,262,000 $512,794,344 +$18,484,181 107.58% 37
2025 Q2 $462,653,482 $503,986,971 +$503,986,971 108.3% 32