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
-1,300
Closed -$110K – 1759
2024
Q4 		$110K Buy
1,300
+400
+44% +$35.5K ﹤0.01% 1695
2024
Q3 		$79.7K Buy
900
+300
+50% +$25.6K ﹤0.01% 1743
2024
Q2 		$45.8K Buy
600
+300
+100% +$22.6K ﹤0.01% 1962
2024
Q1 		$22.4K Buy
+300
New +$21.1K ﹤0.01% 2257
2023
Q4 		– Sell
-2,100
Closed -$155K – 2342
2023
Q3 		$155K Buy
+2,100
New +$167K ﹤0.01% 1871
2022
Q2 		– Sell
-32,700
Closed -$2.55M – 2053
2022
Q1 		$2.55M Sell
32,700
-6,000
-16% -$429K 0.01% 944
2021
Q4 		$2.73M Sell
38,700
-1,800
-4% -$121K ﹤0.01% 1026
2021
Q3 		$2.93M Buy
40,500
+35,600
+727% +$2.82M 0.01% 1052
2021
Q2 		$402K Buy
4,900
+2,400
+96% +$203K ﹤0.01% 1422
2021
Q1 		$203K Sell
2,500
-10,600
-81% -$820K ﹤0.01% 1429
2020
Q4 		$1.05M Buy
13,100
+2,000
+18% +$165K ﹤0.01% 1065
2020
Q3 		$828K Buy
11,100
+5,300
+91% +$406K ﹤0.01% 1064
2020
Q2 		$425K Buy
+5,800
New +$438K ﹤0.01% 1125
2020
Q1 		– Sell
-1,500
Closed -$135K – 1349
2019
Q4 		$135K Sell
1,500
-100
-6% -$9.02K ﹤0.01% 1288
2019
Q3 		$155K Buy
+1,600
New +$151K ﹤0.01% 1254

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 $3.38T AUM 44.17% 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

Capstone Investment Advisors's PNW Position: Q2 2026 in Review

Capstone Investment Advisors reduced its Pinnacle West Capital (PNW) stake by 49% in Q2 2026, selling an estimated $494K and leaving 4,949 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Capstone Investment Advisors first reported a position in PNW in Q2 2016 and has held it in 18 quarters since. The position peaked at $8.36M in Q1 2024. 731 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • Capstone Investment Advisors held 4,949 shares of Pinnacle West Capital worth $530K as of Q2 2026.
  • Capstone Investment Advisors sold 4,830 Pinnacle West Capital shares in Q2 2026, an estimated $494K.
  • Pinnacle West Capital made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1215 holding.
  • Capstone Investment Advisors first reported a position in Pinnacle West Capital in Q2 2016 and has held it in 18 quarters since.
  • Capstone Investment Advisors's Pinnacle West Capital position peaked at $8.36M in Q1 2024.
  • 731 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.