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Capula Management’s Pinnacle West Capital PNW Stock Holding History

Capula Management’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
2024
Q2 		– Sell
-5,160
Closed -$386K – 617
2024
Q1 		$386K Buy
+5,160
New +$363K 0.01% 293
2023
Q1 		– Sell
-6,300
Closed -$479K – 885
2022
Q4 		$479K Buy
+6,300
New +$450K 0.01% 590

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Capula Management's PNW Position: Q2 2024 in Review

Capula Management sold out of Pinnacle West Capital (PNW) in Q2 2024, closing a stake of 5,160 shares — an estimated $386K sold.

Capula Management first reported a position in PNW in Q4 2022 and held it in 2 quarters. The position peaked at $479K in Q4 2022. 543 funds tracked by Wall St. Rank hold PNW as of Q2 2024.

  • Capula Management reported no remaining Pinnacle West Capital position as of Q2 2024 after selling out during the quarter.
  • Capula Management sold 5,160 Pinnacle West Capital shares in Q2 2024, an estimated $386K.
  • Capula Management first reported a position in Pinnacle West Capital in Q4 2022 and held it in 2 quarters.
  • Capula Management's Pinnacle West Capital position peaked at $479K in Q4 2022.
  • 543 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2024.

Based on Capula Management's 13F filing for Q2 2024, filed 5 Aug 2024.