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 Q2	$7.7M	Sell	71,931 -81,255	-53%	-$8.31M	0.44%	74
2026 Q1	$15.4M	Buy	153,186 +29,557	+24%	+$2.85M	0.74%	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	0.9%	38
2025 Q2	$25.7M	Sell	287,541 -5,147	-2%	-$471K	1.13%	32
2025 Q1	$27.9M	Buy	292,688 +79,535	+37%	+$7.1M	1.37%	29
2024 Q4	$18.1M	Buy	+213,153	New	+$18.9M	0.93%	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 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

Aventail Capital Group's PNW Position: Q2 2026 in Review

Aventail Capital Group reduced its Pinnacle West Capital (PNW) stake by 53% in Q2 2026, selling an estimated $8.31M and leaving 71,931 shares worth $7.7M. The position accounts for 0.44% of the portfolio, ranked #74.

Aventail Capital Group first reported a position in PNW in Q1 2022 and has held it in 9 quarters since. The position peaked at $27.9M in Q1 2025. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Aventail Capital Group held 71,931 shares of Pinnacle West Capital worth $7.7M as of Q2 2026.
Aventail Capital Group sold 81,255 Pinnacle West Capital shares in Q2 2026, an estimated $8.31M.
Pinnacle West Capital made up 0.44% of Aventail Capital Group's portfolio in Q2 2026, its #74 holding.
Aventail Capital Group first reported a position in Pinnacle West Capital in Q1 2022 and has held it in 9 quarters since.
Aventail Capital Group's Pinnacle West Capital position peaked at $27.9M in Q1 2025.
730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.