Cambiar Investors’s Pinnacle West Capital PNW Stock Holding History

Cambiar Investors’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	$3.61M	Sell	35,804 -9,615	-21%	-$927K	0.17%	77
2025 Q4	$4.03M	Sell	45,419 -8,333	-16%	-$746K	0.18%	86
2025 Q3	$4.82M	Sell	53,752 -34,179	-39%	-$3.08M	0.22%	79
2025 Q2	$7.87M	Sell	87,931 -36,050	-29%	-$3.3M	0.33%	81
2025 Q1	$11.8M	Sell	123,981 -17,600	-12%	-$1.57M	0.5%	51
2024 Q4	$12M	Sell	141,581 -17,233	-11%	-$1.53M	0.48%	54
2024 Q3	$14.1M	Sell	158,814 -6,331	-4%	-$541K	0.54%	53
2024 Q2	$12.6M	Sell	165,145 -1,376	-0.8%	-$104K	0.49%	59
2024 Q1	$12.4M	Buy	+166,521	New	+$11.7M	0.46%	72
2016 Q1	–	Sell	-46,706	Closed	-$3.01M	–	151
2015 Q4	$3.01M	Buy	46,706 +2,143	+5%	+$136K	0.04%	117
2015 Q3	$2.86M	Buy	44,563 +9,230	+26%	+$564K	0.04%	127
2015 Q2	$2.01M	Buy	35,333 +2,624	+8%	+$158K	0.03%	143
2015 Q1	$2.08M	Buy	+32,709	New	+$2.18M	0.03%	132

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 $5.72T 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 $1.02T AUM 30.18% 1-Year Est. Return

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