Atom Investors’s Pinnacle West Capital PNW Stock Holding History

Atom Investors’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	-44,129	Closed	-$3.91M	–	801
2025 Q4	$3.91M	Buy	44,129 +2,081	+5%	+$186K	0.31%	108
2025 Q3	$3.77M	Sell	42,048 -22,121	-34%	-$1.99M	0.29%	102
2025 Q2	$5.74M	Buy	64,169 +36,883	+135%	+$3.37M	0.51%	37
2025 Q1	$2.6M	Buy	27,286 +15,340	+128%	+$1.37M	0.32%	95
2024 Q4	$1.01M	Sell	11,946 -12,054	-50%	-$1.07M	0.13%	237
2024 Q3	$2.13M	Buy	24,000 +11,149	+87%	+$952K	0.22%	151
2024 Q2	$982K	Sell	12,851 -1,589	-11%	-$120K	0.1%	252
2024 Q1	$1.08M	Buy	14,440 +8,486	+143%	+$598K	0.14%	214
2023 Q4	$428K	Buy	5,954 +1,009	+20%	+$74.1K	0.08%	303
2023 Q3	$364K	Buy	4,945 +81	+2%	+$6.43K	0.08%	288
2023 Q2	$396K	Buy	4,864 +1,056	+28%	+$84.2K	0.15%	140
2023 Q1	$302K	Sell	3,808 -1,560	-29%	-$118K	0.16%	150
2022 Q4	$408K	Buy	+5,368	New	+$384K	0.2%	102

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