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BFSG LLC’s Pinnacle West Capital PNW Stock Holding History

BFSG LLC’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 		$3.69M Sell
36,594
-19
-0.1% -$1.83K 0.35% 89
2025
Q4 		$3.25M Sell
36,613
-85
-0.2% -$7.61K 0.32% 101
2025
Q3 		$3.29M Buy
36,698
+773
+2% +$69.6K 0.32% 102
2025
Q2 		$3.21M Sell
35,925
-32
-0.1% -$2.93K 0.36% 91
2025
Q1 		$3.42M Sell
35,957
-241
-0.7% -$21.5K 0.42% 85
2024
Q4 		$3.07M Sell
36,198
-348
-1% -$30.9K 0.36% 96
2024
Q3 		$3.24M Sell
36,546
-444
-1% -$37.9K 0.38% 86
2024
Q2 		$2.83M Buy
36,990
+33,810
+1,063% +$2.55M 0.36% 88
2024
Q1 		$238K Sell
3,180
-1,330
-29% -$93.6K 0.03% 222
2023
Q4 		$324K Sell
4,510
-813
-15% -$59.7K 0.05% 192
2023
Q3 		$392K Buy
5,323
+1,160
+28% +$92.1K 0.06% 178
2023
Q2 		$339K Sell
4,163
-50
-1% -$3.99K 0.06% 190
2023
Q1 		$334K Hold
4,213
– – 0.06% 177
2022
Q4 		$320K Sell
4,213
-35
-0.8% -$2.5K 0.06% 168
2022
Q3 		$274K Sell
4,248
-140
-3% -$10.3K 0.06% 161
2022
Q2 		$321K Sell
4,388
-110
-2% -$8.23K 0.06% 168
2022
Q1 		$351K Sell
4,498
-4,375
-49% -$313K 0.06% 169
2021
Q4 		$626K Sell
8,873
-94,135
-91% -$6.32M 0.09% 171
2021
Q3 		$7.45M Sell
103,008
-839
-0.8% -$66.5K 1.14% 24
2021
Q2 		$8.51M Buy
103,847
+2,549
+3% +$216K 1.53% 22
2021
Q1 		$8.24M Sell
101,298
-1,097
-1% -$84.8K 1.34% 22
2020
Q4 		$8.19M Buy
102,395
+320
+0.3% +$26.4K 1.36% 21
2020
Q3 		$7.61M Buy
102,075
+82,460
+420% +$6.31M 1.42% 21
2020
Q2 		$1.44M Buy
+19,615
New +$1.48M 0.31% 87

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

BFSG LLC's PNW Position: Q1 2026 in Review

BFSG LLC reduced its Pinnacle West Capital (PNW) stake by 0.05% in Q1 2026, selling an estimated $1.83K and leaving 36,594 shares worth $3.69M. The position accounts for 0.35% of the portfolio, ranked #89.

BFSG LLC first reported a position in PNW in Q2 2020 and has held it in 24 quarters since. The position peaked at $8.51M in Q2 2021. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • BFSG LLC held 36,594 shares of Pinnacle West Capital worth $3.69M as of Q1 2026.
  • BFSG LLC sold 19 Pinnacle West Capital shares in Q1 2026, an estimated $1.83K.
  • Pinnacle West Capital made up 0.35% of BFSG LLC's portfolio in Q1 2026, its #89 holding.
  • BFSG LLC first reported a position in Pinnacle West Capital in Q2 2020 and has held it in 24 quarters since.
  • BFSG LLC's Pinnacle West Capital position peaked at $8.51M in Q2 2021.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on BFSG LLC's 13F filing for Q1 2026, filed 29 Apr 2026.