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Avion Wealth’s Pinnacle West Capital PNW Stock Holding History

Avion Wealth’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
-5
Closed – – 1469
2025
Q2 		$0 Buy
+5
New +$457 ﹤0.01% 1509
2024
Q2 		– Sell
-16
Closed -$2K – 1183
2024
Q1 		$2K Sell
16
-7
-30% -$493 ﹤0.01% 746
2023
Q4 		$2K Buy
23
+7
+44% +$514 ﹤0.01% 606
2023
Q3 		$1K Hold
16
– – ﹤0.01% 705
2023
Q2 		$1K Hold
16
– – ﹤0.01% 633
2023
Q1 		$1K Hold
16
– – ﹤0.01% 474
2022
Q4 		$1K Hold
16
– – ﹤0.01% 437
2022
Q3 		$1K Hold
16
– – ﹤0.01% 478
2022
Q2 		$1K Buy
+16
New +$1.2K ﹤0.01% 477

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Avion Wealth's PNW Position: Q3 2025 in Review

Avion Wealth sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 5 shares.

Avion Wealth first reported a position in PNW in Q2 2022 and held it in 9 quarters. The position peaked at $2K in Q1 2024. 624 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

  • Avion Wealth reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
  • Avion Wealth sold 5 Pinnacle West Capital shares in Q3 2025.
  • Avion Wealth first reported a position in Pinnacle West Capital in Q2 2022 and held it in 9 quarters.
  • Avion Wealth's Pinnacle West Capital position peaked at $2K in Q1 2024.
  • 624 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Avion Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.