AE Wealth Management’s Pinnacle West Capital PNW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.1M	Buy	189,265 +29,681	+19%	+$2.86M	0.1%	213
2025 Q4	$14.2M	Buy	159,584 +7,253	+5%	+$650K	0.08%	243
2025 Q3	$13.7M	Buy	152,331 +12,732	+9%	+$1.15M	0.09%	233
2025 Q2	$12.5M	Buy	139,599 +136,670	+4,666%	+$12.5M	0.09%	222
2025 Q1	$279K	Buy	2,929 +137	+5%	+$12.2K	﹤0.01%	1119
2024 Q4	$237K	Buy	+2,792	New	+$248K	﹤0.01%	1200
2024 Q3	–	Sell	-5,786	Closed	-$442K	–	1309
2024 Q2	$442K	Buy	+5,786	New	+$437K	﹤0.01%	914
2024 Q1	–	Sell	-4,789	Closed	-$342K	–	1765
2023 Q4	$342K	Buy	4,789 +12	+0.3%	+$882	﹤0.01%	1644
2023 Q3	$352K	Sell	4,777 -438	-8%	-$34.8K	﹤0.01%	1536
2023 Q2	$425K	Sell	5,215 -398	-7%	-$31.7K	﹤0.01%	1466
2023 Q1	$445K	Buy	5,613 +928	+20%	+$70K	﹤0.01%	1399
2022 Q4	$356K	Buy	4,685 +887	+23%	+$63.4K	﹤0.01%	1436
2022 Q3	$245K	Sell	3,798 -86,981	-96%	-$6.41M	﹤0.01%	1551
2022 Q2	$6.64M	Buy	90,779 +35,734	+65%	+$2.67M	0.05%	361
2022 Q1	$4.3M	Buy	55,045 +13,489	+32%	+$965K	0.03%	488
2021 Q4	$2.93M	Buy	41,556 +7,861	+23%	+$528K	0.02%	572
2021 Q3	$2.44M	Buy	33,695 +8,365	+33%	+$663K	0.02%	583
2021 Q2	$2.08M	Buy	25,330 +11,100	+78%	+$939K	0.02%	629
2021 Q1	$1.16M	Buy	14,230 +2,649	+23%	+$205K	0.01%	724
2020 Q4	$926K	Buy	11,581 +20	+0.2%	+$1.65K	0.01%	732
2020 Q3	$862K	Buy	11,561 +151	+1%	+$11.6K	0.01%	676
2020 Q2	$836K	Buy	+11,410	New	+$862K	0.01%	684