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Ameritas Advisory Services’s Pinnacle West Capital PNW Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-350
Closed -$31.3K – 2713
2025
Q2 		$31.3K Buy
+350
New +$32K ﹤0.01% 1533
2023
Q2 		– Sell
-674
Closed -$54K – 2022
2023
Q1 		$54K Buy
+674
New +$50.9K ﹤0.01% 1231

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Ameritas Advisory Services's PNW Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 350 shares — an estimated $31.3K sold.

Ameritas Advisory Services first reported a position in PNW in Q1 2023 and held it in 2 quarters. The position peaked at $54K in Q1 2023. 623 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 350 Pinnacle West Capital shares in Q3 2025, an estimated $31.3K.
  • Ameritas Advisory Services first reported a position in Pinnacle West Capital in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's Pinnacle West Capital position peaked at $54K in Q1 2023.
  • 623 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.