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
2025
Q1 		– Sell
-100
Closed -$8.48K – 1757
2024
Q4 		$8.48K Hold
100
– – ﹤0.01% 1805
2024
Q3 		$8.86K Hold
100
– – ﹤0.01% 1870
2024
Q2 		$7.64K Buy
+100
New +$7.55K ﹤0.01% 2017
2023
Q4 		– Sell
-200
Closed -$14.7K – 2340
2023
Q3 		$14.7K Buy
+200
New +$15.9K ﹤0.01% 2065
2022
Q2 		– Sell
-10,300
Closed -$804K – 2051
2022
Q1 		$804K Buy
10,300
+3,700
+56% +$265K ﹤0.01% 1388
2021
Q4 		$466K Sell
6,600
-3,700
-36% -$248K ﹤0.01% 1477
2021
Q3 		$745K Buy
10,300
+9,800
+1,960% +$777K ﹤0.01% 1491
2021
Q2 		$41K Hold
500
– – ﹤0.01% 1632
2021
Q1 		$41K Sell
500
-2,400
-83% -$186K ﹤0.01% 1611
2020
Q4 		$232K Buy
2,900
+1,600
+123% +$132K ﹤0.01% 1427
2020
Q3 		$97K Buy
1,300
+900
+225% +$68.9K ﹤0.01% 1337
2020
Q2 		$29K Buy
+400
New +$30.2K ﹤0.01% 1293
2020
Q1 		– Sell
-2,700
Closed -$243K – 1347
2019
Q4 		$243K Sell
2,700
-200
-7% -$18K ﹤0.01% 1245
2019
Q3 		$282K Buy
+2,900
New +$273K ﹤0.01% 1185

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 $4.04T 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 $3.37T AUM 44.26% 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 $1.88T 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. 705 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.
  • 705 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.