Baird Financial Group
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Baird Financial Group’s Pinnacle West Capital PNW Stock Holding History

Baird Financial 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 		$3.57M Sell
35,475
-1,233
-3% -$119K 0.01% 847
2025
Q4 		$3.26M Buy
36,708
+4,159
+13% +$373K 0.01% 878
2025
Q3 		$2.92M Sell
32,549
-3,366
-9% -$303K ﹤0.01% 921
2025
Q2 		$3.21M Buy
35,915
+1,295
+4% +$118K 0.01% 860
2025
Q1 		$3.3M Buy
34,620
+9,509
+38% +$849K 0.01% 813
2024
Q4 		$2.13M Buy
25,111
+550
+2% +$48.8K ﹤0.01% 951
2024
Q3 		$2.18M Sell
24,561
-2,321
-9% -$198K ﹤0.01% 943
2024
Q2 		$2.05M Sell
26,882
-30,868
-53% -$2.33M ﹤0.01% 942
2024
Q1 		$4.32M Sell
57,750
-229,124
-80% -$16.1M 0.01% 702
2023
Q4 		$20.6M Sell
286,874
-155,758
-35% -$11.4M 0.05% 315
2023
Q3 		$32.6M Sell
442,632
-60,244
-12% -$4.78M 0.09% 219
2023
Q2 		$41M Buy
502,876
+110,920
+28% +$8.85M 0.11% 193
2023
Q1 		$31.1M Sell
391,956
-20,348
-5% -$1.54M 0.08% 242
2022
Q4 		$31.4M Buy
412,304
+46,554
+13% +$3.33M 0.08% 235
2022
Q3 		$23.6M Buy
365,750
+224,493
+159% +$16.5M 0.07% 257
2022
Q2 		$10.3M Buy
141,257
+124,320
+734% +$9.3M 0.03% 432
2022
Q1 		$1.32M Sell
16,937
-11,860
-41% -$849K ﹤0.01% 1037
2021
Q4 		$2.03M Sell
28,797
-331
-1% -$22.2K ﹤0.01% 936
2021
Q3 		$2.11M Sell
29,128
-686
-2% -$54.4K 0.01% 925
2021
Q2 		$2.44M Sell
29,814
-1,362
-4% -$115K 0.01% 834
2021
Q1 		$2.54M Buy
31,176
+5,887
+23% +$455K 0.01% 795
2020
Q4 		$2.02M Buy
25,289
+2,363
+10% +$195K 0.01% 800
2020
Q3 		$1.71M Sell
22,926
-11,819
-34% -$905K 0.01% 787
2020
Q2 		$2.55M Buy
34,745
+26,586
+326% +$2.01M 0.01% 663
2020
Q1 		$618K Sell
8,159
-1,726
-17% -$157K ﹤0.01% 1006
2019
Q4 		$889K Sell
9,885
-6,375
-39% -$575K ﹤0.01% 994
2019
Q3 		$1.58M Sell
16,260
-21,805
-57% -$2.05M 0.01% 848
2019
Q2 		$3.58M Buy
38,065
+2,990
+9% +$285K 0.01% 613
2019
Q1 		$3.35M Buy
35,075
+2,107
+6% +$190K 0.02% 542
2018
Q4 		$2.81M Sell
32,968
-831
-2% -$71.6K 0.02% 542
2018
Q3 		$2.67M Buy
33,799
+1,659
+5% +$133K 0.02% 594
2018
Q2 		$2.59M Buy
32,140
+561
+2% +$43.9K 0.02% 594
2018
Q1 		$2.52M Buy
31,579
+1,077
+4% +$84.5K 0.02% 579
2017
Q4 		$2.6M Sell
30,502
-5,379
-15% -$475K 0.02% 551
2017
Q3 		$3.03M Sell
35,881
-2,975
-8% -$261K 0.02% 518
2017
Q2 		$3.31M Sell
38,856
-4,172
-10% -$359K 0.03% 496
2017
Q1 		$3.59M Sell
43,028
-9,896
-19% -$791K 0.03% 466
2016
Q4 		$4.13M Sell
52,924
-4,739
-8% -$355K 0.04% 409
2016
Q3 		$4.38M Sell
57,663
-212
-0.4% -$16.5K 0.04% 396
2016
Q2 		$4.69M Buy
57,875
+1,502
+3% +$112K 0.04% 372
2016
Q1 		$4.23M Buy
56,373
+23,595
+72% +$1.61M 0.04% 383
2015
Q4 		$2.11M Buy
32,778
+28,578
+680% +$1.82M 0.02% 513
2015
Q3 		$269K Sell
4,200
-185
-4% -$11.3K ﹤0.01% 1078
2015
Q2 		$249K Buy
+4,385
New +$264K ﹤0.01% 1171

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group's PNW Position: Q1 2026 in Review

Baird Financial Group reduced its Pinnacle West Capital (PNW) stake by 3.4% in Q1 2026, selling an estimated $119K and leaving 35,475 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #847.

Baird Financial Group first reported a position in PNW in Q2 2015 and has held it in 44 quarters since. The position peaked at $41M in Q2 2023. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Baird Financial Group held 35,475 shares of Pinnacle West Capital worth $3.57M as of Q1 2026.
  • Baird Financial Group sold 1,233 Pinnacle West Capital shares in Q1 2026, an estimated $119K.
  • Pinnacle West Capital made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #847 holding.
  • Baird Financial Group first reported a position in Pinnacle West Capital in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's Pinnacle West Capital position peaked at $41M in Q2 2023.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.