Beacon Capital Management LLC (Tennessee)’s Pinnacle West Capital PNW Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-45	Closed	-$4.05K	–	780
2025 Q2	$4.05K	Hold	45	–	–	﹤0.01%	797
2025 Q1	$4.27K	Buy	45 +1	+2%	+$89	﹤0.01%	798
2024 Q4	$3.77K	Hold	44	–	–	﹤0.01%	785
2024 Q3	$3.9K	Hold	44	–	–	﹤0.01%	867
2024 Q2	$3.36K	Hold	44	–	–	﹤0.01%	778
2024 Q1	$3.29K	Sell	44 -10	-19%	-$704	﹤0.01%	788
2023 Q4	$3.98K	Hold	54	–	–	﹤0.01%	682
2023 Q3	$4.4K	Hold	54	–	–	﹤0.01%	725
2023 Q2	$4.4K	Hold	54	–	–	﹤0.01%	725
2023 Q1	$4.28K	Hold	54	–	–	﹤0.01%	661
2022 Q4	$4.11K	Hold	54	–	–	﹤0.01%	684
2022 Q3	$4K	Hold	54	–	–	﹤0.01%	638
2022 Q2	$4K	Hold	54	–	–	﹤0.01%	683
2022 Q1	$4K	Buy	+54	New	+$3.86K	﹤0.01%	684

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PNW Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Pinnacle West Capital (PNW) in Q3 2025, closing a stake of 45 shares — an estimated $4.05K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PNW in Q1 2022 and held it in 14 quarters. The position peaked at $4.4K in Q3 2023. 624 funds tracked by Wall St. Rank hold PNW as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Pinnacle West Capital position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 45 Pinnacle West Capital shares in Q3 2025, an estimated $4.05K.
Beacon Capital Management LLC (Tennessee) first reported a position in Pinnacle West Capital in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Pinnacle West Capital position peaked at $4.4K in Q3 2023.
624 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.