BC
PNW icon

Barrett & Company’s Pinnacle West Capital PNW Stock Holding History

Barrett & Company’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
Q2 		– Sell
-33
Closed -$3.14K – 651
2025
Q1 		$3.14K Sell
33
-134
-80% -$12K ﹤0.01% 527
2024
Q4 		$14.2K Buy
+167
New +$14.8K 0.01% 411
2024
Q3 		– Sell
-167
Closed -$12.8K – 598
2024
Q2 		$12.8K Hold
167
– – 0.01% 414
2024
Q1 		$12.5K Hold
167
– – 0.01% 417
2023
Q4 		$12K Hold
167
– – 0.01% 405
2023
Q3 		$12.3K Hold
167
– – 0.01% 394
2023
Q2 		$13.6K Hold
167
– – 0.01% 387
2023
Q1 		$13.2K Hold
167
– – 0.01% 363
2022
Q4 		$12.7K Hold
167
– – 0.01% 362
2022
Q3 		$12.7K Buy
+167
New +$12.3K 0.01% 362

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Barrett & Company's PNW Position: Q2 2025 in Review

Barrett & Company sold out of Pinnacle West Capital (PNW) in Q2 2025, closing a stake of 33 shares — an estimated $3.14K sold.

Barrett & Company first reported a position in PNW in Q3 2022 and held it in 10 quarters. The position peaked at $14.2K in Q4 2024. 631 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

  • Barrett & Company reported no remaining Pinnacle West Capital position as of Q2 2025 after selling out during the quarter.
  • Barrett & Company sold 33 Pinnacle West Capital shares in Q2 2025, an estimated $3.14K.
  • Barrett & Company first reported a position in Pinnacle West Capital in Q3 2022 and held it in 10 quarters.
  • Barrett & Company's Pinnacle West Capital position peaked at $14.2K in Q4 2024.
  • 631 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on Barrett & Company's 13F filing for Q2 2025, filed 21 Jul 2025.