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Pinnacle West Asset Management, Inc.: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pinnacle West Asset Management, Inc. on AEP, newest first. How the timeline and the estimate are built.

Pinnacle West Asset Management, Inc. held 4,665 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,665 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $638,000.

    13F-HR 0001975730-26-000006 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,665 shares
    Change vs previous 13F -110 shares

    0.42% of the 13F portfolio, value $611,000.

    13F-HR 0001975730-26-000004 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,775 shares
    Change vs previous 13F -75 shares

    0.36% of the 13F portfolio, value $551,000.

    13F-HR 0001975730-26-000002 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 4,850 shares
    Change vs previous 13F -10 shares

    0.35% of the 13F portfolio, value $546,000.

    13F-HR 0001975730-25-000009 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,860 shares
    Change vs previous 13F -40 shares

    0.35% of the 13F portfolio, value $504,000.

    13F-HR 0001975730-25-000007 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,900 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $535,000.

    13F-HR 0001975730-25-000005 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,900 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $452,000.

    13F-HR 0001975730-25-000002 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,900 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $503,000.

    13F-HR 0001975730-24-000008 filed by Pinnacle West Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).