Barrow Hanley Global Investors (PNW) discloses 5.4% beneficial stake in Pinnacle West
Rhea-AI Filing Summary
Barrow Hanley Global Investors, a Delaware LLC, reported beneficial ownership of 6,575,662 shares of PINNACLE WEST CAPITAL CORP common stock. This represents 5.40% of the company’s common shares. The filer has sole voting power over 4,188,224 shares and shared voting power over 2,387,438 shares. It holds sole dispositive power over all 6,575,662 shares and no shared dispositive power.
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Key Figures
Beneficially owned shares: 6,575,662 shares
Percent of class: 5.40 %
Sole voting power: 4,188,224 shares
+3 more
6 metrics
Beneficially owned shares
6,575,662 shares
Shares of Pinnacle West Capital Corp common stock beneficially owned by Barrow Hanley Global Investors
Percent of class
5.40 %
Portion of Pinnacle West Capital Corp common stock class owned by Barrow Hanley Global Investors
Sole voting power
4,188,224 shares
Shares for which Barrow Hanley Global Investors has sole power to vote or direct the vote
Shared voting power
2,387,438 shares
Shares for which Barrow Hanley Global Investors has shared power to vote or direct the vote
Sole dispositive power
6,575,662 shares
Shares for which Barrow Hanley Global Investors has sole power to dispose or direct disposition
Shared dispositive power
0 shares
Shares for which Barrow Hanley Global Investors has shared power to dispose or direct disposition
Key Terms
beneficially owned, Sole Voting Power, Shared Voting Power, Sole Dispositive Power, +2 more
6 terms
beneficially owned financial
"Item 4. | Ownership (a) | Amount beneficially owned: 6,575,662"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole Voting Power financial
"5 | Sole Voting Power 4,188,224.00 6 | Shared Voting Power"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
Sole Dispositive Power financial
"7 | Sole Dispositive Power 6,575,662.00 8 | Shared Dispositive Power"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"form_type": "SCHEDULE 13G""
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
FAQ
What dispositive power does Barrow Hanley Global Investors report for its PNW holdings?
The firm reports sole dispositive power over all 6,575,662 PNW shares it beneficially owns and no shared dispositive power, meaning only it can direct the disposition of these shares.
Who signed the Schedule 13G for PINNACLE WEST CAPITAL CORP (PNW)?
The Schedule 13G was signed by Hannah Ackels, CCO of Barrow Hanley Global Investors, with a signature date of 08/05/2026, confirming the reported ownership information.
What is the class of securities reported in this PNW Schedule 13G?
The Schedule 13G relates to PINNACLE WEST CAPITAL CORP Common Stock, identified by CUSIP number 723484101, as specified under Item 2(d) and 2(e).
AI-generated analysis. How Rhea-AI works. Not financial advice.