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

Capstone 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 		$985K Buy
9,779
+92
+0.9% +$8.87K ﹤0.01% 867
2025
Q4 		$859K Buy
9,687
+5,830
+151% +$522K ﹤0.01% 925
2025
Q3 		$346K Sell
3,857
-1,328
-26% -$120K ﹤0.01% 1583
2025
Q2 		$464K Buy
+5,185
New +$474K ﹤0.01% 1177
2025
Q1 		– Sell
-2,380
Closed -$202K – 1758
2024
Q4 		$202K Sell
2,380
-2,029
-46% -$180K ﹤0.01% 1594
2024
Q3 		$391K Buy
4,409
+2,244
+104% +$192K ﹤0.01% 1295
2024
Q2 		$165K Sell
2,165
-109,711
-98% -$8.28M ﹤0.01% 1803
2024
Q1 		$8.36M Buy
+111,876
New +$7.88M 0.03% 310
2023
Q4 		– Sell
-1,142
Closed -$84.1K – 2341
2023
Q3 		$84.1K Buy
+1,142
New +$90.6K ﹤0.01% 1966
2022
Q2 		– Sell
-1
Closed – – 2052
2022
Q1 		$0 Sell
1
-13,755
-100% -$984K ﹤0.01% 2133
2021
Q4 		$971K Sell
13,756
-185
-1% -$12.4K ﹤0.01% 1327
2021
Q3 		$1.01M Buy
+13,941
New +$1.1M ﹤0.01% 1397
2021
Q1 		– Sell
-885
Closed -$68.4K – 1896
2020
Q4 		$71K Buy
+885
New +$73K ﹤0.01% 1594
2020
Q1 		– Sell
-742
Closed -$67K – 1348
2019
Q4 		$67K Buy
+742
New +$66.9K ﹤0.01% 1325
2017
Q4 		– Sell
-5,500
Closed -$465K – 619
2017
Q3 		$465K Buy
+5,500
New +$482K 0.02% 320
2017
Q2 		– Sell
-9,832
Closed -$819K – 870
2017
Q1 		$819K Buy
+9,832
New +$786K 0.02% 475
2016
Q3 		– Sell
-7,258
Closed -$588K – 884
2016
Q2 		$588K Buy
+7,258
New +$541K 0.01% 449

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 $1.88T AUM 44.46% 1-Year Est. Return

Capstone Investment Advisors's PNW Position: Q1 2026 in Review

Capstone Investment Advisors increased its Pinnacle West Capital (PNW) stake by 0.95% in Q1 2026, buying an estimated $8.87K and bringing the position to 9,779 shares worth $985K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Capstone Investment Advisors first reported a position in PNW in Q2 2016 and has held it in 17 quarters since. The position peaked at $8.36M in Q1 2024. 706 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Capstone Investment Advisors held 9,779 shares of Pinnacle West Capital worth $985K as of Q1 2026.
  • Capstone Investment Advisors bought 92 Pinnacle West Capital shares in Q1 2026, an estimated $8.87K.
  • Pinnacle West Capital made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #867 holding.
  • Capstone Investment Advisors first reported a position in Pinnacle West Capital in Q2 2016 and has held it in 17 quarters since.
  • Capstone Investment Advisors's Pinnacle West Capital position peaked at $8.36M in Q1 2024.
  • 706 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.