Aventail Capital Group’s Pinnacle West Capital PNW Stock Holding History

Aventail Capital Group’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	$15.4M	Buy	153,186 +29,557	+24%	+$2.85M	0.75%	46
2025 Q4	$11M	Sell	123,629 -92,027	-43%	-$8.24M	0.63%	42
2025 Q3	$19.3M	Sell	215,656 -71,885	-25%	-$6.47M	0.92%	38
2025 Q2	$25.7M	Sell	287,541 -5,147	-2%	-$471K	1.14%	32
2025 Q1	$27.9M	Buy	292,688 +79,535	+37%	+$7.1M	1.38%	29
2024 Q4	$18.1M	Buy	+213,153	New	+$18.9M	0.95%	32
2024 Q2	–	Sell	-127,609	Closed	-$9.54M	–	108
2024 Q1	$9.54M	Buy	+127,609	New	+$8.98M	0.73%	36
2022 Q2	–	Sell	-162,672	Closed	-$12.7M	–	58
2022 Q1	$12.7M	Buy	+162,672	New	+$11.6M	1.9%	21

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 $653B AUM 32.41% 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