British Steel Pension Fund’s Pinnacle West Capital PNW Stock Holding History

British Steel Pension Fund’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
2021 Q3	$10.9M	Hold	150,000	–	–	2.65%	16
2021 Q2	$12.3M	Hold	150,000	–	–	2.87%	16
2021 Q1	$12.7M	Hold	150,000	–	–	2.84%	17
2020 Q4	$11M	Hold	150,000	–	–	2.83%	17
2020 Q3	$11M	Hold	150,000	–	–	2.83%	17
2020 Q2	$11M	Buy	150,000 +50,000	+50%	+$3.78M	2.83%	17
2020 Q1	$7.58M	Hold	100,000	–	–	2.16%	19
2019 Q4	$8.99M	Hold	100,000	–	–	1.62%	21
2019 Q3	$9.71M	Buy	100,000 +40,000	+67%	+$3.77M	1.75%	22
2019 Q2	$5.64M	Hold	60,000	–	–	0.85%	27
2019 Q1	$5.74M	Buy	+60,000	New	+$5.41M	1%	26

Other funds holding PNW

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

British Steel Pension Fund's PNW Position: Q3 2021 in Review

British Steel Pension Fund held its Pinnacle West Capital (PNW) position steady in Q3 2021 at 150,000 shares worth $10.9M. The position accounts for 2.65% of the portfolio, ranked #16.

British Steel Pension Fund first reported a position in PNW in Q1 2019 and has held it in 11 quarters since. The position peaked at $12.7M in Q1 2021. 511 funds tracked by Wall St. Rank hold PNW as of Q3 2021.

British Steel Pension Fund held 150,000 shares of Pinnacle West Capital worth $10.9M as of Q3 2021.
British Steel Pension Fund left its Pinnacle West Capital share count unchanged in Q3 2021.
Pinnacle West Capital made up 2.65% of British Steel Pension Fund's portfolio in Q3 2021, its #16 holding.
British Steel Pension Fund first reported a position in Pinnacle West Capital in Q1 2019 and has held it in 11 quarters since.
British Steel Pension Fund's Pinnacle West Capital position peaked at $12.7M in Q1 2021.
511 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q3 2021.

Based on British Steel Pension Fund's 13F filing for Q3 2021, filed 29 Nov 2021.