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 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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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 Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Caprock Group's PNW Position: Q1 2026 in Review

Caprock Group reduced its Pinnacle West Capital (PNW) stake by 0.62% in Q1 2026, selling an estimated $8.59K and leaving 14,239 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #448.

Caprock Group first reported a position in PNW in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.45M in Q3 2025. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

Caprock Group held 14,239 shares of Pinnacle West Capital worth $1.43M as of Q1 2026.
Caprock Group sold 89 Pinnacle West Capital shares in Q1 2026, an estimated $8.59K.
Pinnacle West Capital made up 0.03% of Caprock Group's portfolio in Q1 2026, its #448 holding.
Caprock Group first reported a position in Pinnacle West Capital in Q4 2022 and has held it in 13 quarters since.
Caprock Group's Pinnacle West Capital position peaked at $1.45M in Q3 2025.
703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.