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Benjamin F. Edwards & Company’s Pinnacle West Capital PNW Stock Holding History

Benjamin F. Edwards & 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
2024
Q2 		$6K Buy
+85
New +$6.42K ﹤0.01% 1845
2023
Q3 		– Sell
-1,260
Closed -$103K – 1809
2023
Q2 		$103K Sell
1,260
-75
-6% -$5.98K ﹤0.01% 901
2023
Q1 		$106K Sell
1,335
-452
-25% -$34.1K ﹤0.01% 890
2022
Q4 		$136K Buy
1,787
+1,014
+131% +$72.5K 0.01% 813
2022
Q3 		$50K Sell
773
-323
-29% -$23.8K ﹤0.01% 1058
2022
Q2 		$80K Buy
+1,096
New +$82K ﹤0.01% 927
2021
Q3 		– Sell
-700
Closed -$57K – 1758
2021
Q2 		$57K Sell
700
-100
-13% -$8.46K ﹤0.01% 992
2021
Q1 		$65K Hold
800
– – ﹤0.01% 940
2020
Q4 		$64K Hold
800
– – ﹤0.01% 900
2020
Q3 		$60K Sell
800
-483
-38% -$37K ﹤0.01% 854
2020
Q2 		$94K Sell
1,283
-100
-7% -$7.55K 0.01% 759
2020
Q1 		$105K Buy
1,383
+483
+54% +$43.8K 0.01% 679
2019
Q4 		$81K Buy
+900
New +$81.2K 0.01% 837
2019
Q2 		– Sell
-10
Closed -$1K – 1963
2019
Q1 		$1K Buy
+10
New +$902 ﹤0.01% 1657

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Benjamin F. Edwards & Company's PNW Position: Q2 2024 in Review

Benjamin F. Edwards & Company opened a new position in Pinnacle West Capital (PNW) in Q2 2024: 85 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #1845 among its holdings. This is a return to the name: Benjamin F. Edwards & Company previously reported a position in PNW as recently as Q2 2023.

Benjamin F. Edwards & Company first reported a position in PNW in Q1 2019 and has held it in 14 quarters since. The position peaked at $136K in Q4 2022. 543 funds tracked by Wall St. Rank hold PNW as of Q2 2024.

  • Benjamin F. Edwards & Company held 85 shares of Pinnacle West Capital worth $6K as of Q2 2024.
  • Pinnacle West Capital was a new Benjamin F. Edwards & Company position in Q2 2024.
  • Pinnacle West Capital made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1845 holding.
  • Benjamin F. Edwards & Company first reported a position in Pinnacle West Capital in Q1 2019 and has held it in 14 quarters since.
  • Benjamin F. Edwards & Company's Pinnacle West Capital position peaked at $136K in Q4 2022.
  • 543 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.