OakChart

Pinnacle West Capital Corp

PNWUtilities·Utilities - Regulated Electric·USA·Large·NYSE·Nov 11 • 3:59 PM ET

107.91+1.95 (1.84%)
2026-11-12 02:32 CET
Market cap
- USD m
Revenue, TTM
- USD m
Net income, TTM
- USD m
Free cash flow, TTM
-931.93 USD m
EPS diluted, TTM
-
P/E
20.29
Compare

Price

PNW against its 20, 50 and 200-day averages
2050200beatmiss
90.0095.00100.00105.00110.001.5M3.0MVolumeMay 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26PNWclose 107.9120-day 105.0750-day 99.58200-day 100.92107.9152w high

2.9% under the 52-week high of 111.16 on 17 Jul 2026. 52-week low 86.18 on 10 Dec 2025. Last 15 sessions, 6.6% high to low

Volume 1.34× normal · the line is the 50-bar volume average

Profile

PNW
52-week range, 87% of the way up
86.18111.16

Pinnacle West Capital Corp. is a holding company, which engages in the provision of energy and related products. It offers regulated retail and wholesale electricity businesses and related activities, such as generation, transmission, and distribution through its subsidiary, Arizona Public Service Co. The company was founded on February 20, 1985, and is headquartered in Phoenix, AZ.

IndexS&P 500, RUI
Employees94
IPOAug 28, 1961
Beta0.47
ATR, 14d2.23
Rel volume1.34
Short float10.82%
Insider own0.18%
Inst own110.97%

Snapshot

6 groups

Valuation

IndexS&P 500, RUI
Market Cap13.08B
Enterprise Value30.08B
Income661.14M
Sales5.71B
Book/sh61.71
Cash/sh0.09
Dividend Est.3.69 (3.42%)
Dividend TTM3.66 (3.39%)
Dividend Ex-DateNov 02, 2026
Dividend Gr. 3/5Y1.72% 2.51%
Payout71.12%
Employees94
IPOAug 28, 1961

Ratios

P/E20.29
Forward P/E19.44
PEG2.92
P/S2.29
P/B1.75
P/C1175.10
P/FCF-
EV/EBITDA12.41
EV/Sales5.27
Quick Ratio0.50
Current Ratio0.71
Debt/Eq2.27
LT Debt/Eq2.07
Option/ShortYes / Yes

Earnings

EPS (ttm)5.32
EPS next Y5.55
EPS next Q-0.12
EPS this Y-1.44%
EPS next Y11.52%
EPS next 5Y6.65%
EPS past 3/5Y5.83% 0.73%
Sales past 3/5Y7.28% 8.28%
EPS Y/Y TTM9.75%
Sales Y/Y TTM7.52%
EPS Q/Q3.08%
Sales Q/Q8.35%
EarningsNov 03 BMO
EPS/Sales Surpr.5.04% 3.82%

Ownership

Insider Own0.18%
Insider Trans-4.11%
Inst Own110.97%
Inst Trans5.63%
ROA2.09%
ROE9.03%
ROIC2.88%
Gross Margin26.93%
Oper. Margin22.59%
Profit Margin11.59%
SMA202.71%
SMA508.37%
SMA2006.93%
Trades-

Technical

Shs Outstand121.20M
Shs Float120.98M
Short Float10.82%
Short Ratio10.02
Short Interest13.09M
52W High111.16 -2.92%
52W Low86.18 25.21%
Volatility2.48% 2.01%
ATR (14)2.23
RSI (14)64.22
Beta0.47
Rel Volume1.34
Avg Volume1.31M
Volume1,753,857

Performance

Perf Week2.22%
Perf Month6.23%
Perf Quarter7.14%
Perf Half Y8.91%
Perf YTD21.66%
Perf Year21.56%
Perf 3Y53.15%
Perf 5Y65.35%
Perf 10Y46.94%
Recom2.55
Target Price106.04
Prev Close105.96
Price107.91
Change %1.84%

Analyst ratings

latest 10 of 20
DateActionAnalystRating changeTargetImplied
Oct 22, 2026InitiatedHHSBC SecuritiesBuy$119.50+10.7%
Sep 29, 2026InitiatedBScotiabankSector Outperform$104-3.6%
Apr 21, 2026InitiatedTTruistHold$108+0.1%
Dec 12, 2025DowngradeKKeyBanc Capital MarketsOverweight → Sector Weight
Oct 28, 2025ResumedRRBC Capital MktsSector Perform$99-8.3%
Oct 28, 2025InitiatedWWells FargoEqual Weight$92-14.7%
Oct 16, 2025InitiatedTTD CowenHold$97-10.1%
Sep 09, 2025DowngradeMMizuhoOutperform → Neutral$90-16.6%
May 13, 2025InitiatedBBMO Capital MarketsMarket Perform$95-12.0%
Dec 04, 2024UpgradeKKeyBanc Capital MarketsSector Weight → Overweight$101-6.4%

Peers

Mkt cap
TickerCompanyMkt cap
EVRGEvergy Inc20.72B
TXNMTXNM Energy Inc6.48B
OGEOge Energy Corp10.56B
IDAIdacorp Inc8.65B
XELXcel Energy Inc52.06B
LNTAlliant Energy Corp19.09B
AEEAmeren Corp31.36B
PORPortland General Electric Co5.48B
EIXEdison International23.06B
NWENorthWestern Energy Group Inc5.23B

Insider trading

7 filings
InsiderRelationshipDateTransactionCostSharesValueTotal heldForm
Sims Paula JDirectorNov 09 '26Proposed Sale104.812,000209,611Nov 09 04:10 PM
Blankenship Elizabeth AVP, Controller and CAOAug 10 '26Sale99.1798097,18210,886Aug 11 07:42 PM
Esparza Jose Luis JrSVP Public Policy APSAug 07 '26Sale102.011,800183,6184,910Aug 11 07:35 PM
JOSE ESPARZASVP Public PolicyAug 07 '26Proposed Sale102.011,800183,618Aug 07 04:05 PM
Elizabeth A BlankenshipVP Controller and CAOAug 07 '26Proposed Sale100.8298098,804Aug 07 03:21 PM
Tetlow JacobEVP, COO, APSMay 13 '26Sale99.006,567650,1336,634May 14 04:41 PM
Jacob TetlowEVP and COO, APSMay 12 '26Proposed Sale99.716,567654,796May 12 04:49 PM

Held by

AUM
TickerCompanyAUM
VTIVanguard Morningstar Total Stock Market ETFAUM: 687.42B
VOOVanguard S&P 500 ETFAUM: 1054.75B
VBVanguard Morningstar Small-Cap ETFAUM: 79.59B
DVYiShares Select Dividend ETFAUM: 23.68B
XLUState Street Utilities Select Sector SPDR ETFAUM: 24.34B
RSPInvesco S&P 500 Equal Weight ETFAUM: 104.94B
IVViShares Core S&P 500 ETFAUM: 871.38B
VBRVanguard Morningstar Small-Cap Value ETFAUM: 37.76B
SPYSPDR S&P 500 ETF TrustAUM: 793.23B
SPYDState Street SPDR Portfolio S&P 500 High Dividend ETFAUM: 7.79B

News

latest 14 of 200

Quarterly earnings

actual against estimate
PeriodReportedEPS actEPS estEPS repSales actSales estAnalysts
No quarterly earnings.

Annual earnings

PeriodEPS actEPS estEPS repSales actSales est
No annual earnings.

Estimate revisions

last 14 periods
PeriodTypeDateEstimatesUpDownMeanLowHigh
No estimate revisions.

Estimate history

EPS, annual4.3474.5414.7744.8755.4664.2644.4075.2385.0555.3187
Period201720182019202020212022202320242025TTM
EPS, quarterly3.372-0.06-0.0391.583.3880.1260.2661.4343.492
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Sales, annual3566.4883693.8043471.2093586.9823803.8354324.3854695.9915124.9155339.9395706.26
Period201720182019202020212022202320242025TTM
Sales, quarterly1768.8011095.4081032.281358.7511820.7411128.1671149.5971455.7491972.746
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26
Shares, annual111.752112.102112.437112.688112.927113.174113.424119.097120.904121.197
Period201720182019202020212022202320242025MRQ
Shares, quarterly113.634119.097119.398119.426119.69120.904121.187121.192121.197
PeriodQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26

Income statement, annual

No statement data.

Income statement, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q22025Q12024Q4
Total Revenue1,972.751,455.751,149.601,128.171,820.741,358.751,032.281,095.41
Cost of Goods Sold Incl. D&A1,265.701,054.26927.39922.091,112.771,068.441,031.82983.64
Gross Profit707.05401.49222.21206.07707.97290.310.46111.77
Other Operating Expense56.8164.9765.1461.1058.7558.6959.9456.89
Operating Income650.23336.53157.07144.98649.21231.62-59.4854.88
Interest Expense124.77122.20115.90113.96111.20101.9794.8494.96
Unusual Expense29.4130.8625.9023.9767.37-75.93-116.70-29.66
Net Income Before Taxes516.80212.0736.2817.59495.41231.89-6.52-2.53
Income Taxes80.3631.301.17-0.0077.8935.02-6.18-0.01
Consolidated Net Income436.43180.7735.1117.60417.51196.87-0.34-2.52
Net Income From Continuing Operations434.24178.5732.9215.40413.21192.56-4.64-6.83
Net Income434.24178.5732.9215.40413.21192.56-4.64-6.83
EPS (Recurring)3.661.610.410.263.771.14-0.72-0.24
EPS (Basic, Before Extraordinaries)3.581.470.270.133.451.61-0.04-0.06
EPS (Diluted)3.491.430.270.133.391.58-0.04-0.06
EBITDA1,030.70593.93416.91382.95888.63473.19191.17299.48
Non-Operating Income (Expense)20.7528.6021.0010.5424.7626.3031.107.89
Other After Tax Adjustments0.000.000.000.000.000.000.000.00
Price To Earnings Ratio20.2919.9619.9318.2118.4717.7718.2516.06
Price To Sales Ratio2.032.402.292.032.062.072.191.89
Gross Margin35.8427.5819.3318.2738.8821.370.0410.20
Operating Margin32.9623.1213.6612.8535.6617.05-5.765.01
Net Margin22.0112.272.861.3722.6914.17-0.45-0.62
Shares Outstanding121.20121.19121.19120.90119.69119.43119.40119.10
Market Capitalization13,078.8012,967.0112,181.1810,616.5010,707.8210,682.6311,357.999,638.35

Balance sheet, annual

Currency USD, millions
Metric2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY
Cash & Short Term Investments9.8514.4211.7692.6773.4562.9010.806.8815.82
Short Term Receivables734.01677.66659.34608.28508.06432.78408.15400.99415.07
Inventories565.15501.44493.55450.64367.17334.30345.92294.09289.27
Other Current Assets245.63208.29299.12138.41214.27192.50195.03185.87220.49
Total Current Assets1,554.641,401.811,463.771,289.991,162.951,022.48959.89887.83940.65
Net Property, Plant & Equipment23,793.7920,212.0519,023.0217,397.1616,603.8015,381.7014,377.7913,766.6713,188.08
Total Investments and Advances1,854.131,697.181,564.031,073.411,294.761,138.431,010.77851.13871.00
Intangible Assets575.98591.31267.11258.88273.69282.57290.56262.90257.19
Deferred Tax Assets1,651.141,146.461,126.26------
Other Assets2,253.052,200.412,343.222,703.962,668.022,195.231,840.231,895.671,762.16
Total Assets31,682.7427,249.2225,787.4222,723.4022,003.2220,020.4218,479.2517,664.2017,019.08
Short Term Debt Incl. Current Port. of LT Debt1,545.591,468.821,552.38496.62542.44243.78927.39576.40177.40
Accounts Payable680.20485.43442.45430.43393.08318.58346.45277.34256.44
Income Tax Payable186.60175.86166.83164.44168.65159.55144.90154.82148.95
Other Current Liabilities748.63713.69727.68670.66652.70638.51659.63640.41615.06
Total Current Liabilities3,161.032,843.802,889.351,762.141,756.871,360.432,078.361,648.961,197.85
Long Term Debt12,754.049,579.528,750.818,380.537,642.146,675.604,884.434,638.234,789.71
Provision for Risks Charges1,631.311,451.611,268.021,119.731,095.051,031.911,098.261,385.171,246.80
Deferred Tax Liabilities4,430.333,840.423,800.492,565.102,498.432,326.782,188.812,007.831,896.38
Other Liabilities2,618.962,676.392,793.892,736.032,989.282,872.912,676.202,635.302,752.61
Total Liabilities24,595.6620,391.7419,502.5616,563.5315,981.7614,267.6312,926.0612,315.5011,883.35
Non-Equity Reserves0.000.000.000.000.000.000.000.000.00
Preferred Stock - Carrying Value0.000.000.000.000.000.000.000.000.00
Common Equity7,046.466,754.316,177.666,048.655,906.205,633.505,430.655,222.915,006.69
Total Shareholders Equity7,046.466,754.316,177.666,048.655,906.205,633.505,430.655,222.915,006.69
Accumulated Minority Interest40.62103.17107.20111.23115.26119.29122.54125.79129.04
Total Equity7,087.076,857.486,284.866,159.886,021.465,752.795,553.195,348.705,135.73
Total Liabilities & Stockholders Equity31,682.7427,249.2225,787.4222,723.4022,003.2220,020.4218,479.2517,664.2017,019.08
Book Value Per Share58.2856.7154.4753.4552.3049.9948.3046.5944.80
Tangible Book Value Per Share53.5251.7552.1151.1649.8847.4845.7244.2542.50
Full-Time Employees948881829188979690
Price to Book Ratio1.721.461.281.381.351.601.861.831.85
Return on Assets2.092.302.072.162.942.862.982.952.96
Return on Equity8.939.428.208.0910.729.9510.119.999.96
Return on Invested Capital3.113.733.363.354.574.475.225.184.99
Quick Ratio0.310.320.340.480.450.510.300.360.54
Current Ratio0.490.490.510.730.660.750.460.540.79

Cash flow, annual

Currency USD, millions
MetricTTM2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY
Net Income669.91631.64626.03518.78500.83635.94570.05557.81530.54
Depreciation1,135.69969.62956.18854.14817.81719.14686.25664.14650.96
Other Funds (Non Cash)0.37104.84137.52-45.61-100.96-235.59-121.18-46.035.70
Funds from Operations1,868.091,714.021,690.561,380.061,254.991,232.161,199.501,170.511,299.38
Extraordinary Item0.000.000.000.000.000.000.000.000.00
Changes in Working Capital-38.8791.08-80.74-172.36-13.55-372.15-233.13-213.78-22.24
Income Taxes Payable46.9091.839.032.39-4.219.0914.65-9.926.60
Cash from Operating Activities1,829.221,805.101,609.821,207.701,241.44860.01966.37956.731,277.14
Capital Expenditures-2,761.15-2,624.62-2,249.20-1,846.37-1,707.49-1,473.47-1,326.58-1,191.45-1,178.17
Net Assets From Acquisitions0.00-198.740.000.000.000.000.000.000.00
Sale of Fixed Assets and Businesses0.000.0084.3223.400.000.000.000.000.00
Purchase or Sale of Investments-0.89-3.79-23.43-2.12-4.35-4.51-3.09-3.15-19.13
Purchase of Investments-1,923.13-1,858.99-1,709.53-1,681.85-1,212.06-1,725.48-822.61-722.18-672.16
Sale Or Maturity of Investments1,922.231,855.201,686.091,679.721,207.711,720.97819.52719.03653.03
Other Uses-59.53-56.65-56.68-50.02-28.03-21.05-18.53-18.53-25.18
Other Sources404.35306.38311.36180.87121.82112.1170.3982.1429.66
Cash from Investing Activities-2,417.22-2,577.42-1,933.63-1,694.25-1,618.05-1,386.93-1,277.82-1,130.98-1,192.82
Cash Dividends Paid-436.36-422.79-394.66-386.49-378.88-369.48-350.58-329.64-308.89
Change in Capital Stock67.8984.61341.43-4.09-2.65-2.35-1.390.69-5.05
Repurchase of Common Pref Stock-7.300.000.00-4.09-2.65-2.35-1.390.00-5.05
Sale of Common Pref Stock75.1984.61341.430.000.000.000.000.690.00
Proceedsfrom Stock Options75.1984.61341.430.000.000.000.000.690.00
Issuance or Reduction of Debt, Net946.051,131.31397.18898.51774.26870.00735.85530.46244.25
Change in Long Term Debt1,183.20942.75438.23656.61725.54747.00681.52492.19263.25
Issuance of Long Term Debt1,783.201,742.751,313.23689.35875.54747.001,596.671,092.19445.25
Reduction of Long Term Debt-600.00-800.00-875.00-32.74-150.000.00-915.15-600.00-182.00
Net Financing Active Other Cash Flow-9.34-18.04-21.25-21.25-21.25-21.25-22.74-22.74-22.74
Other Financing Activities Uses-9.34-18.04-21.25-21.25-21.25-21.25-22.74-22.74-22.74
Cash from Financing Activities568.24775.09322.69486.68371.47476.92361.14178.77-92.45
Net Change in Cash-19.762.77-1.120.12-5.14-50.0049.694.52-8.13
Free Cash Flow-931.93-819.52-639.37-638.67-466.05-613.46-360.22-234.7298.97
Preferred Dividends (Cash Flow)-0.000.000.000.000.000.000.000.00
Deferred Taxes & Investment Tax Credit-7.92-29.1852.7637.31112.6764.37-5.42112.19

Balance sheet, quarterly

No statement data.

Cash flow, quarterly

Currency USD, millions
Metric2026Q32026Q22026Q12025Q42025Q32025Q2
Net Income436.43180.7735.1117.60417.51196.87
Depreciation380.47257.41259.84237.97239.42241.57
Other Funds (Non Cash)-22.13-17.70-6.5346.73-31.4236.05
Funds from Operations805.42442.21290.58329.87607.73471.80
Extraordinary Item0.000.000.000.000.000.00
Changes in Working Capital-82.26-48.24-55.28146.9157.26-210.37
Income Taxes Payable125.28-51.0953.40-80.68142.92-26.92
Cash from Operating Activities723.17393.98235.30476.78664.99261.43
Capital Expenditures-734.60-728.67-628.36-669.52-623.03-709.52
Net Assets From Acquisitions0.000.000.000.00-198.740.00
Sale of Fixed Assets and Businesses0.000.000.000.000.000.00
Purchase or Sale of Investments-7.688.12-0.77-0.57-2.08-0.57
Purchase of Investments-452.25-477.27-513.00-480.61-457.59-434.40
Sale Or Maturity of Investments444.57485.39512.23480.04455.51433.83
Other Uses-15.95-15.28-12.65-15.65-13.15-13.60
Other Sources86.8787.0790.23140.1858.4856.47
Cash from Investing Activities-671.36-648.75-551.55-545.56-778.53-667.22
Cash Dividends Paid-110.29-110.28-108.46-107.33-105.31-105.22
Preferred Dividends (Cash Flow)0.000.000.000.000.000.00
Change in Capital Stock0.000.11-7.4275.1915.590.21
Repurchase of Common Pref Stock0.000.11-7.420.006.170.21
Sale of Common Pref Stock0.000.000.0075.199.420.00
Proceedsfrom Stock Options0.000.000.0075.199.420.00
Issuance or Reduction of Debt, Net60.48372.32431.9481.31218.05530.21
Change in Long Term Debt440.53147.82594.840.00947.35-4.60
Issuance of Long Term Debt690.53497.82594.840.00947.35795.40
Reduction of Long Term Debt-250.00-350.000.000.000.00-800.00
Net Financing Active Other Cash Flow0.00-4.67-0.00-4.67-2.74-10.62
Other Financing Activities Uses0.00-4.67-0.00-4.67-2.74-10.62
Cash from Financing Activities-49.81257.49316.0644.50125.58414.58
Net Change in Cash2.002.71-0.20-24.2812.048.79
Free Cash Flow-11.43-334.69-393.06-192.7441.95-448.08

Revenue breakdown

Other Services2024: 11.27M 2025: 17.36M
Retail Electric Service2024: 4.90B 2025: 5.08B
Transmission Services2024: 119.04M 2025: 129.67M
Wholesale2024: 96.86M 2025: 108.66M
United States2024: 5.12B 2025: 5.34B
Consolidation, Policy2024: -85.00K 2025: -61.00K
Reportable2024: 5.13B 2025: 5.34B

Short interest

shares short against float, oldest to newest
SettlementOf floatShares shortFloatAvg volume
2026-10-3010.82%13.1M121.0M1.22M
2026-10-1510.32%12.5M121.0M1.21M
2026-09-309.99%12.1M121.0M1.14M
2026-09-158.55%10.3M121.0M1.14M
2026-08-318.05%9.7M121.0M1.21M
2026-08-146.82%8.2M121.0M1.24M
2026-07-318.52%10.3M121.0M1.27M
2026-07-157.54%9.1M121.0M1.21M
2026-06-307.50%9.1M121.0M1.20M
2026-06-157.98%9.6M120.9M1.16M
2026-05-297.46%9.0M121.0M1.20M
2026-05-156.55%7.9M121.0M1.26M
2026-04-305.50%6.6M121.0M1.23M
2026-04-155.71%6.9M120.8M1.27M
2026-03-315.61%6.8M120.6M1.34M
2026-03-135.73%6.9M120.6M1.31M
2026-02-275.24%6.3M120.6M1.25M
2026-02-135.29%6.3M119.4M1.23M
2026-01-305.05%6.0M119.4M1.31M
2026-01-154.70%5.6M119.4M1.30M

Option chain

expiry -
TypeStrikeBidAskLastIVOpen intVolumeDeltaThetaVega
No option chain for this symbol.

Latest SEC filings

30
FiledFormDescriptionPeriodLink
2026-11-09144Filing for proposed sale of securities under Rule 144.SEC
2026-11-068-KCurrent report2026-11-06SEC
2026-11-038-KCurrent report2026-11-03SEC
2026-11-0310-QQuarterly report pursuant to Section 13 or 15(d)2026-09-30SEC
2026-09-308-KCurrent report2026-09-30SEC
2026-09-048-KCurrent report2026-09-04SEC
2026-08-138-KCurrent report2026-08-10SEC
2026-08-12SCHEDULE 13GSEC
2026-08-114Statement of changes in beneficial ownership of securities2026-08-10SEC
2026-08-114Statement of changes in beneficial ownership of securities2026-08-07SEC
2026-08-07144Filing for proposed sale of securities under Rule 144.SEC
2026-08-07144Filing for proposed sale of securities under Rule 144.SEC
2026-08-078-KCurrent report2026-08-07SEC
2026-08-048-KCurrent report2026-08-04SEC
2026-08-04424B5SEC
2026-08-0410-QQuarterly report pursuant to Section 13 or 15(d)2026-06-30SEC
2026-08-048-KCurrent report2026-08-04SEC
2026-06-298-KCurrent report2026-06-23SEC
2026-06-088-KCurrent report2026-06-08SEC
2026-06-058-KCurrent report2026-06-05SEC
2026-06-05424B5SEC
2026-06-058-KCurrent report2026-06-01SEC
2026-06-02424B5SEC
2026-06-01FWPFiling under Securities Act Rule 163/433 of free writing prospectuses.SEC
2026-06-01424B5SEC
2026-05-29POSASRPost-effective amendment to an automatic shelf registration statement of Form S-3ASR or Form F-3ASRSEC
2026-05-198-KCurrent report2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC
2026-05-184Statement of changes in beneficial ownership of securities2026-05-14SEC

Insider activity by month

MonthBoughtBuysSoldSells
2026-110000
2026-100000
2026-090000
2026-0800280.80K2
2026-070000
2026-060000
2026-0500650.13K1
2026-040000
2026-030000
2026-020000
2026-010000
2025-120000
2025-110000

Institutional holders

Manager% owned
Ovata Capital Management Ltd30.53%
TPG GP A, LLC16.48%
Capital Research Global Investors13.61%
BlackRock, Inc.9.72%
VANGUARD CAPITAL MANAGEMENT LLC6.52%
STATE STREET CORP5.79%
BARROW HANLEY MEWHINNEY & STRAUSS LLC5.43%
VANGUARD PORTFOLIO MANAGEMENT LLC4.94%
ATLAS Infrastructure Partners4.40%
Invesco Ltd.3.44%

Funds

Fund% owned
VANGUARD ULTRA-SHORT-TERM BOND FUND15.94%
VANGUARD SHORT-TERM INVESTMENT-GRADE FUND15.69%
iShares Floating Rate Bond ETF14.11%
Baird Short-Term Bond Fund13.35%
BlackRock Total Return Fund9.27%
iShares Convertible Bond ETF9.12%
SIIT LIMITED DURATION BOND FUND9.07%
Hartford Dynamic Bond Fund8.48%
Federated Hermes Ultrashort Bond Fund8.13%
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF6.51%

OakChart. PNW. Cached 15 minutes.

Some panels did not load: ea, fc, oc, dv.