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Alethea Capital Management’s Pinnacle West Capital PNW Stock Holding History

Alethea Capital 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
2025
Q1 		– Sell
-4,716
Closed -$400K – 28
2024
Q4 		$400K Buy
+4,716
New +$419K 0.34% 10
2021
Q2 		– Sell
-9,053
Closed -$736K – 103
2021
Q1 		$736K Buy
+9,053
New +$700K 0.45% 36
2017
Q4 		– Sell
-28,727
Closed -$2.43M – 100
2017
Q3 		$2.43M Buy
+28,727
New +$2.52M 2.85% 9

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Alethea Capital Management's PNW Position: Q1 2025 in Review

Alethea Capital Management sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 4,716 shares — an estimated $400K sold.

Alethea Capital Management first reported a position in PNW in Q3 2017 and held it in 3 quarters. The position peaked at $2.43M in Q3 2017. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

  • Alethea Capital Management reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
  • Alethea Capital Management sold 4,716 Pinnacle West Capital shares in Q1 2025, an estimated $400K.
  • Alethea Capital Management first reported a position in Pinnacle West Capital in Q3 2017 and held it in 3 quarters.
  • Alethea Capital Management's Pinnacle West Capital position peaked at $2.43M in Q3 2017.
  • 616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Alethea Capital Management's 13F filing for Q1 2025, filed 14 May 2025.