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Bayforest Capital’s Pinnacle West Capital PNW Stock Holding History

Bayforest Capital’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 		$18.9K Sell
177
-1,107
-86% -$113K 0.02% 794
2026
Q1 		$129K Sell
1,284
-2,196
-63% -$212K 0.14% 276
2025
Q4 		$309K Buy
3,480
+3,151
+958% +$282K 0.23% 124
2025
Q3 		$29.5K Buy
+329
New +$29.6K 0.01% 626
2025
Q2 		– Sell
-935
Closed -$89.1K – 880
2025
Q1 		$89.1K Buy
935
+423
+83% +$37.8K 0.04% 501
2024
Q4 		$43.4K Buy
+512
New +$45.5K 0.05% 490

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bayforest Capital's PNW Position: Q2 2026 in Review

Bayforest Capital reduced its Pinnacle West Capital (PNW) stake by 86% in Q2 2026, selling an estimated $113K and leaving 177 shares worth $18.9K. The position accounts for 0.02% of the portfolio, ranked #794.

Bayforest Capital first reported a position in PNW in Q4 2024 and has held it in 6 quarters since. The position peaked at $309K in Q4 2025. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Bayforest Capital held 177 shares of Pinnacle West Capital worth $18.9K as of Q2 2026.
  • Bayforest Capital sold 1,107 Pinnacle West Capital shares in Q2 2026, an estimated $113K.
  • Pinnacle West Capital made up 0.02% of Bayforest Capital's portfolio in Q2 2026, its #794 holding.
  • Bayforest Capital first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's Pinnacle West Capital position peaked at $309K in Q4 2025.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.