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

Capital Investment Advisors’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 		$5.82M Sell
57,782
-2,074
-3% -$200K 0.09% 149
2025
Q4 		$5.31M Sell
59,856
-1,393
-2% -$125K 0.08% 150
2025
Q3 		$5.49M Sell
61,249
-797
-1% -$71.7K 0.09% 140
2025
Q2 		$5.55M Sell
62,046
-1,208
-2% -$111K 0.1% 135
2025
Q1 		$6.02M Sell
63,254
-933
-1% -$83.3K 0.12% 129
2024
Q4 		$5.44M Sell
64,187
-252
-0.4% -$22.4K 0.11% 136
2024
Q3 		$5.71M Sell
64,439
-1,808
-3% -$154K 0.12% 134
2024
Q2 		$5.06M Sell
66,247
-1,136
-2% -$85.7K 0.11% 134
2024
Q1 		$5.04M Sell
67,383
-318
-0.5% -$22.4K 0.12% 132
2023
Q4 		$4.86M Sell
67,701
-3,565
-5% -$262K 0.12% 127
2023
Q3 		$5.25M Sell
71,266
-1,363
-2% -$108K 0.15% 119
2023
Q2 		$5.92M Buy
72,629
+2,443
+3% +$195K 0.18% 99
2023
Q1 		$5.56M Buy
70,186
+3,326
+5% +$251K 0.16% 111
2022
Q4 		$5.08M Buy
66,860
+5,777
+9% +$413K 0.15% 119
2022
Q3 		$3.94M Buy
61,083
+9,413
+18% +$693K 0.14% 125
2022
Q2 		$3.78M Buy
51,670
+10,750
+26% +$804K 0.13% 129
2022
Q1 		$3.2M Buy
40,920
+5,657
+16% +$405K 0.1% 146
2021
Q4 		$2.49M Sell
35,263
-1,382
-4% -$92.8K 0.08% 167
2021
Q3 		$2.65M Buy
36,645
+6,765
+23% +$536K 0.09% 158
2021
Q2 		$2.45M Buy
29,880
+25,631
+603% +$2.17M 0.08% 168
2021
Q1 		$346K Buy
+4,249
New +$329K 0.01% 400
2020
Q1 		– Sell
-2,617
Closed -$235K – 509
2019
Q4 		$235K Buy
2,617
+2
+0.1% +$180 0.01% 451
2019
Q3 		$254K Sell
2,615
-139
-5% -$13.1K 0.01% 422
2019
Q2 		$259K Buy
2,754
+3
+0.1% +$286 0.01% 414
2019
Q1 		$263K Sell
2,751
-55
-2% -$4.96K 0.02% 408
2018
Q4 		$239K Sell
2,806
-114
-4% -$9.82K 0.02% 406
2018
Q3 		$231K Sell
2,920
-627
-18% -$50.4K 0.01% 437
2018
Q2 		$286K Sell
3,547
-322
-8% -$25.2K 0.02% 393
2018
Q1 		$309K Buy
3,869
+79
+2% +$6.2K 0.02% 386
2017
Q4 		$323K Sell
3,790
-127
-3% -$11.2K 0.02% 372
2017
Q3 		$331K Sell
3,917
-237
-6% -$20.8K 0.02% 357
2017
Q2 		$354K Sell
4,154
-756
-15% -$65.1K 0.03% 337
2017
Q1 		$409K Sell
4,910
-2,382
-33% -$190K 0.03% 311
2016
Q4 		$569K Sell
7,292
-20,377
-74% -$1.53M 0.05% 253
2016
Q3 		$2.1M Buy
27,669
+8,166
+42% +$636K 0.19% 117
2016
Q2 		$1.58M Buy
+19,503
New +$1.45M 0.15% 131

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 Investment Advisors's PNW Position: Q1 2026 in Review

Capital Investment Advisors reduced its Pinnacle West Capital (PNW) stake by 3.5% in Q1 2026, selling an estimated $200K and leaving 57,782 shares worth $5.82M. The position accounts for 0.09% of the portfolio, ranked #149.

Capital Investment Advisors first reported a position in PNW in Q2 2016 and has held it in 36 quarters since. The position peaked at $6.02M in Q1 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Capital Investment Advisors held 57,782 shares of Pinnacle West Capital worth $5.82M as of Q1 2026.
  • Capital Investment Advisors sold 2,074 Pinnacle West Capital shares in Q1 2026, an estimated $200K.
  • Pinnacle West Capital made up 0.09% of Capital Investment Advisors's portfolio in Q1 2026, its #149 holding.
  • Capital Investment Advisors first reported a position in Pinnacle West Capital in Q2 2016 and has held it in 36 quarters since.
  • Capital Investment Advisors's Pinnacle West Capital position peaked at $6.02M in Q1 2025.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.