Algert Global’s Pinnacle West Capital PNW Stock Holding History

Algert Global’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 Q2	$9.1M	Sell	85,002 -19,130	-18%	-$1.96M	0.11%	305
2026 Q1	$10.5M	Buy	104,132 +39,700	+62%	+$3.83M	0.16%	193
2025 Q4	$5.72M	Buy	64,432 +4,220	+7%	+$378K	0.09%	383
2025 Q3	$5.4M	Buy	60,212 +6,440	+12%	+$580K	0.09%	387
2025 Q2	$4.81M	Sell	53,772 -31,640	-37%	-$2.89M	0.1%	345
2025 Q1	$8.14M	Buy	85,412 +75,110	+729%	+$6.71M	0.2%	132
2024 Q4	$873K	Buy	+10,302	New	+$915K	0.02%	814
2024 Q3	–	Sell	-11,435	Closed	-$873K	–	1494
2024 Q2	$873K	Sell	11,435 -38,354	-77%	-$2.89M	0.03%	719
2024 Q1	$3.72M	Buy	49,789 +7,160	+17%	+$504K	0.15%	235
2023 Q4	$3.06M	Hold	42,629	–	–	0.12%	282
2023 Q3	$3.14M	Hold	42,629	–	–	0.15%	223
2023 Q2	$3.47M	Hold	42,629	–	–	0.15%	198
2023 Q1	$3.38M	Buy	42,629 +10,434	+32%	+$787K	0.16%	182
2022 Q4	$2.45M	Hold	32,195	–	–	0.14%	232
2022 Q3	$2.08M	Buy	32,195 +1,375	+4%	+$101K	0.13%	259
2022 Q2	$2.25M	Hold	30,820	–	–	0.17%	149
2022 Q1	$2.41M	Buy	30,820 +25,370	+466%	+$1.82M	0.16%	174
2021 Q4	$385K	Buy	+5,450	New	+$366K	0.05%	640

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

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 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

Algert Global's PNW Position: Q2 2026 in Review

Algert Global reduced its Pinnacle West Capital (PNW) stake by 18% in Q2 2026, selling an estimated $1.96M and leaving 85,002 shares worth $9.1M. The position accounts for 0.11% of the portfolio, ranked #305.

Algert Global first reported a position in PNW in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.5M in Q1 2026. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Algert Global held 85,002 shares of Pinnacle West Capital worth $9.1M as of Q2 2026.
Algert Global sold 19,130 Pinnacle West Capital shares in Q2 2026, an estimated $1.96M.
Pinnacle West Capital made up 0.11% of Algert Global's portfolio in Q2 2026, its #305 holding.
Algert Global first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 18 quarters since.
Algert Global's Pinnacle West Capital position peaked at $10.5M in Q1 2026.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Algert Global's 13F filing for Q2 2026, filed 13 Aug 2026.