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Capital Advisors Ltd’s Pinnacle West Capital PNW Stock Holding History

Capital Advisors Ltd’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 		$0 Hold
3
– – ﹤0.01% 1549
2025
Q4 		$0 Sell
3
-6
-67% -$537 ﹤0.01% 1524
2025
Q3 		$1K Buy
9
+6
+200% +$540 ﹤0.01% 1265
2025
Q2 		$0 Hold
3
– – ﹤0.01% 1570
2025
Q1 		$0 Hold
3
– – ﹤0.01% 1533
2024
Q4 		$0 Hold
3
– – ﹤0.01% 1531
2024
Q3 		$0 Hold
3
– – ﹤0.01% 1559
2024
Q2 		$0 Sell
3
-6
-67% -$453 ﹤0.01% 1589
2024
Q1 		$1K Buy
+9
New +$634 ﹤0.01% 1253
2023
Q4 		– Sell
-18
Closed -$1K – 1445
2023
Q3 		$1K Sell
18
-2
-10% -$159 ﹤0.01% 1195
2023
Q2 		$2K Sell
20
-2
-9% -$160 ﹤0.01% 1039
2023
Q1 		$2K Buy
22
+19
+633% +$1.43K ﹤0.01% 923
2022
Q4 		$0 Sell
3
-40
-93% -$2.86K ﹤0.01% 1542
2022
Q3 		$3K Buy
43
+31
+258% +$2.28K ﹤0.01% 766
2022
Q2 		$1K Hold
12
– – ﹤0.01% 863
2022
Q1 		$1K Hold
12
– – ﹤0.01% 775
2021
Q4 		$1K Buy
+12
New +$806 ﹤0.01% 732

Other funds holding PNW

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BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
SCP
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