Bruce G. Allen Investments’s Pinnacle West Capital PNW Stock Holding History

Bruce G. Allen Investments’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	$5.14K	Hold	51	–	–	﹤0.01%	561
2025 Q4	$4.52K	Hold	51	–	–	﹤0.01%	578
2025 Q3	$4.57K	Hold	51	–	–	﹤0.01%	580
2025 Q2	$4.56K	Hold	51	–	–	﹤0.01%	579
2025 Q1	$4.86K	Hold	51	–	–	﹤0.01%	568
2024 Q4	$4.32K	Hold	51	–	–	﹤0.01%	598
2024 Q3	$4.52K	Hold	51	–	–	﹤0.01%	593
2024 Q2	$3.9K	Buy	51 +2	+4%	+$151	﹤0.01%	600
2024 Q1	$3.66K	Hold	49	–	–	﹤0.01%	634
2023 Q4	$3.52K	Buy	+49	New	+$3.6K	﹤0.01%	643

Other funds holding PNW

Capital Research Global Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return

Geode Capital Management

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