Capital Fund Management (CFM)
PNW icon

Capital Fund Management (CFM)’s Pinnacle West Capital PNW Stock Holding History

Capital Fund Management (CFM)’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
2024
Q2 		– Sell
-21,900
Closed -$1.64M – 2114
2024
Q1 		$1.64M Sell
21,900
-12,300
-36% -$866K ﹤0.01% 1531
2023
Q4 		$2.46M Buy
34,200
+12,200
+55% +$896K 0.01% 1438
2023
Q3 		$1.62M Buy
22,000
+10,800
+96% +$857K 0.01% 1456
2023
Q2 		$912K Buy
+11,200
New +$893K ﹤0.01% 1425
2022
Q2 		– Sell
-18,000
Closed -$1.41M – 1607
2022
Q1 		$1.41M Sell
18,000
-12,700
-41% -$909K 0.01% 1061
2021
Q4 		$2.17M Buy
+30,700
New +$2.06M 0.02% 1003

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

Capital Fund Management (CFM)'s PNW Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Pinnacle West Capital (PNW) in Q1 2026: 117,108 shares worth $11.8M. The stake represents 0.05% of the portfolio and ranks #481 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in PNW as recently as Q3 2025.

Capital Fund Management (CFM) first reported a position in PNW in Q2 2013 and has held it in 18 quarters since. The position peaked at $12.1M in Q1 2025. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Capital Fund Management (CFM) held 117,108 shares of Pinnacle West Capital worth $11.8M as of Q1 2026.
  • Pinnacle West Capital was a new Capital Fund Management (CFM) position in Q1 2026.
  • Pinnacle West Capital made up 0.05% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #481 holding.
  • Capital Fund Management (CFM) first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 18 quarters since.
  • Capital Fund Management (CFM)'s Pinnacle West Capital position peaked at $12.1M in Q1 2025.
  • 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.