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Annis Gardner Whiting Capital Advisors’s Pinnacle West Capital PNW Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$13.6K Buy
135
+1
+0.7% +$96 ﹤0.01% 820
2025
Q4 		$11.9K Buy
134
+3
+2% +$269 ﹤0.01% 744
2025
Q3 		$11.7K Sell
131
-2
-2% -$180 ﹤0.01% 683
2025
Q2 		$11.9K Hold
133
– – ﹤0.01% 677
2025
Q1 		$12.7K Buy
133
+11
+9% +$982 0.01% 517
2024
Q4 		$10.3K Hold
122
– – ﹤0.01% 530
2024
Q3 		$10.8K Hold
122
– – ﹤0.01% 538
2024
Q2 		$9.32K Hold
122
– – ﹤0.01% 696
2024
Q1 		$9.12K Buy
+122
New +$8.59K ﹤0.01% 679

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VCM
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State Street
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VPM
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AIP
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Invesco
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SCP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return