American Assets Investment Management’s Pinnacle West Capital PNW Stock Holding History

American Assets 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 Q2	$8.88M	Hold	83,000	–	–	0.54%	49
2026 Q1	$8.36M	Hold	83,000	–	–	0.57%	52
2025 Q4	$7.36M	Hold	83,000	–	–	0.51%	57
2025 Q3	$7.44M	Hold	83,000	–	–	0.55%	55
2025 Q2	$7.43M	Hold	83,000	–	–	0.6%	53
2025 Q1	$7.91M	Hold	83,000	–	–	0.69%	46
2024 Q4	$7.04M	Hold	83,000	–	–	0.57%	54
2024 Q3	$7.35M	Hold	83,000	–	–	0.64%	52
2024 Q2	$6.34M	Hold	83,000	–	–	0.59%	56
2024 Q1	$6.2M	Hold	83,000	–	–	0.59%	61
2023 Q4	$5.96M	Hold	83,000	–	–	0.62%	59
2023 Q3	$6.12M	Hold	83,000	–	–	0.68%	50
2023 Q2	$6.76M	Hold	83,000	–	–	0.75%	43
2023 Q1	$6.58M	Hold	83,000	–	–	0.76%	44
2022 Q4	$6.31M	Hold	83,000	–	–	0.73%	46
2022 Q3	$5.35M	Hold	83,000	–	–	0.7%	48
2022 Q2	$6.07M	Hold	83,000	–	–	0.76%	46
2022 Q1	$6.48M	Hold	83,000	–	–	0.69%	49
2021 Q4	$5.86M	Hold	83,000	–	–	0.63%	50
2021 Q3	$6.01M	Buy	83,000 +15,000	+22%	+$1.19M	0.74%	37
2021 Q2	$5.57M	Hold	68,000	–	–	0.73%	44
2021 Q1	$5.53M	Buy	68,000 +10,000	+17%	+$773K	0.76%	39
2020 Q4	$4.64M	Buy	58,000 +3,000	+5%	+$247K	0.75%	45
2020 Q3	$4.1M	Hold	55,000	–	–	0.84%	36
2020 Q2	$4.03M	Buy	55,000 +5,000	+10%	+$378K	0.91%	31
2020 Q1	$3.79M	Hold	50,000	–	–	0.81%	38
2019 Q4	$4.5M	Hold	50,000	–	–	0.68%	44
2019 Q3	$4.85M	Hold	50,000	–	–	0.78%	35
2019 Q2	$4.71M	Hold	50,000	–	–	0.75%	37
2019 Q1	$4.75M	Hold	50,000	–	–	0.77%	39
2018 Q4	$4.26M	Hold	50,000	–	–	0.77%	37
2018 Q3	$3.9M	Hold	50,000	–	–	0.64%	44
2018 Q2	$4.03M	Hold	50,000	–	–	0.7%	41
2018 Q1	$3.99M	Hold	50,000	–	–	0.76%	38
2017 Q4	$4.26M	Hold	50,000	–	–	0.82%	33
2017 Q3	$4.23M	Hold	50,000	–	–	0.84%	26
2017 Q2	$4.26M	Hold	50,000	–	–	0.88%	28
2017 Q1	$4.17M	Hold	50,000	–	–	0.85%	30
2016 Q4	$3.9M	Hold	50,000	–	–	0.83%	31
2016 Q3	$3.8M	Hold	50,000	–	–	0.87%	36
2016 Q2	$4.05M	Hold	50,000	–	–	0.99%	28
2016 Q1	$3.75M	Hold	50,000	–	–	1.02%	25
2015 Q4	$3.22M	Hold	50,000	–	–	0.89%	30
2015 Q3	$3.21M	Hold	50,000	–	–	0.97%	27
2015 Q2	$2.85M	Hold	50,000	–	–	0.85%	33
2015 Q1	$3.19M	Hold	50,000	–	–	1.02%	32
2014 Q4	$3.42M	Hold	50,000	–	–	1.08%	28
2014 Q3	$2.73M	Hold	50,000	–	–	0.97%	34
2014 Q2	$2.89M	Hold	50,000	–	–	0.81%	39
2014 Q1	$2.73M	Buy	50,000 +5,000	+11%	+$268K	0.86%	36
2013 Q4	$2.38M	Hold	45,000	–	–	0.89%	34
2013 Q3	$2.46M	Hold	45,000	–	–	0.87%	35
2013 Q2	$2.5M	Buy	+45,000	New	+$2.61M	0.92%	31

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

American Assets Investment Management's PNW Position: Q2 2026 in Review

American Assets Investment Management held its Pinnacle West Capital (PNW) position steady in Q2 2026 at 83,000 shares worth $8.88M. The position accounts for 0.54% of the portfolio, ranked #49.

American Assets Investment Management first reported a position in PNW in Q2 2013 and has held it in 53 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

American Assets Investment Management held 83,000 shares of Pinnacle West Capital worth $8.88M as of Q2 2026.
American Assets Investment Management left its Pinnacle West Capital share count unchanged in Q2 2026.
Pinnacle West Capital made up 0.54% of American Assets Investment Management's portfolio in Q2 2026, its #49 holding.
American Assets Investment Management first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 53 quarters since.
728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on American Assets Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.