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Caprock Group’s Pinnacle West Capital PNW Stock Holding History

Caprock Group’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
Q2 		$1.67M Buy
15,650
+1,411
+10% +$144K 0.03% 454
2026
Q1 		$1.43M Sell
14,239
-89
-0.6% -$8.59K 0.03% 448
2025
Q4 		$1.27M Sell
14,328
-1,742
-11% -$156K 0.03% 541
2025
Q3 		$1.45M Buy
+16,070
New +$1.45M 0.04% 444
2025
Q1 		$888K Buy
9,324
+3,813
+69% +$340K 0.03% 501
2024
Q4 		$467K Buy
5,511
+164
+3% +$14.6K 0.02% 641
2024
Q3 		$474K Buy
5,347
+110
+2% +$9.39K 0.02% 588
2024
Q2 		$400K Buy
5,237
+767
+17% +$57.9K 0.02% 606
2024
Q1 		$334K Buy
4,470
+504
+13% +$35.5K 0.02% 523
2023
Q4 		$285K Buy
3,966
+33
+0.8% +$2.42K 0.02% 547
2023
Q3 		$290K Sell
3,933
-3
-0.1% -$238 0.02% 502
2023
Q2 		$321K Buy
3,936
+58
+1% +$4.63K 0.02% 481
2023
Q1 		$307K Buy
3,878
+66
+2% +$4.98K 0.02% 482
2022
Q4 		$290K Buy
+3,812
New +$272K 0.03% 409

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Caprock Group's PNW Position: Q2 2026 in Review

Caprock Group increased its Pinnacle West Capital (PNW) stake by 9.9% in Q2 2026, buying an estimated $144K and bringing the position to 15,650 shares worth $1.67M. The position accounts for 0.03% of the portfolio, ranked #454.

Caprock Group first reported a position in PNW in Q4 2022 and has held it in 14 quarters since. 730 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Caprock Group held 15,650 shares of Pinnacle West Capital worth $1.67M as of Q2 2026.
  • Caprock Group bought 1,411 Pinnacle West Capital shares in Q2 2026, an estimated $144K.
  • Pinnacle West Capital made up 0.03% of Caprock Group's portfolio in Q2 2026, its #454 holding.
  • Caprock Group first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 14 quarters since.
  • 730 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.