Aigen Investment Management’s Pinnacle West Capital PNW Stock Holding History

Aigen Investment Management’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,735	Closed	-$509K	–	731
2025 Q4	$509K	Sell	5,735 -20,989	-79%	-$1.88M	0.12%	246
2025 Q3	$2.4M	Sell	26,724 -20,082	-43%	-$1.81M	0.37%	48
2025 Q2	$4.19M	Buy	46,806 +25,201	+117%	+$2.31M	0.57%	22
2025 Q1	$2.06M	Buy	21,605 +13,955	+182%	+$1.25M	0.33%	77
2024 Q4	$648K	Buy	+7,650	New	+$679K	0.11%	261
2023 Q1	–	Sell	-4,751	Closed	-$361K	–	775
2022 Q4	$361K	Sell	4,751 -7,804	-62%	-$558K	0.05%	331
2022 Q3	$810K	Buy	+12,555	New	+$925K	0.12%	226
2020 Q3	–	Sell	-25,092	Closed	-$1.84M	–	1063
2020 Q2	$1.84M	Buy	25,092 +11,478	+84%	+$867K	0.24%	114
2020 Q1	$1.03M	Buy	13,614 +9,301	+216%	+$844K	0.14%	203
2019 Q4	$388K	Buy	+4,313	New	+$389K	0.06%	387

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aigen Investment Management's PNW Position: Q1 2026 in Review

Aigen Investment Management sold out of Pinnacle West Capital (PNW) in Q1 2026, closing a stake of 5,735 shares — an estimated $509K sold.

Aigen Investment Management first reported a position in PNW in Q4 2019 and held it in 10 quarters. The position peaked at $4.19M in Q2 2025. 708 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Aigen Investment Management reported no remaining Pinnacle West Capital position as of Q1 2026 after selling out during the quarter.
Aigen Investment Management sold 5,735 Pinnacle West Capital shares in Q1 2026, an estimated $509K.
Aigen Investment Management first reported a position in Pinnacle West Capital in Q4 2019 and held it in 10 quarters.
Aigen Investment Management's Pinnacle West Capital position peaked at $4.19M in Q2 2025.
708 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Aigen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.