AlphaQuest’s Pinnacle West Capital PNW Stock Holding History

AlphaQuest’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	-44,534	Closed	-$3.95M	–	1534
2025 Q4	$3.95M	Buy	44,534 +18,657	+72%	+$1.67M	0.22%	49
2025 Q3	$2.32M	Sell	25,877 -14,554	-36%	-$1.31M	0.15%	155
2025 Q2	$3.62M	Buy	40,431 +15,085	+60%	+$1.38M	0.36%	13
2025 Q1	$2.41M	Sell	25,346 -15,969	-39%	-$1.43M	0.26%	61
2024 Q4	$3.5M	Buy	41,315 +12,737	+45%	+$1.13M	0.47%	4
2024 Q3	$2.53M	Buy	+28,578	New	+$2.44M	0.23%	83
2024 Q2	–	Sell	-1	Closed	-$75	–	1816
2024 Q1	$75	Sell	1 -16,051	-100%	-$1.13M	﹤0.01%	1601
2023 Q4	$1.15M	Buy	+16,052	New	+$1.18M	0.25%	107

Other funds holding PNW

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return