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Carl P. Sherr & Co’s Pinnacle West Capital PNW Stock Holding History

Carl P. Sherr & Co’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 		$242K Hold
2,400
– – 0.11% 115
2025
Q4 		$225K Hold
2,400
– – 0.1% 121
2025
Q3 		$215K Hold
2,400
– – 0.1% 111
2025
Q2 		$215K Hold
2,400
– – 0.11% 112
2025
Q1 		$229K Hold
2,400
– – 0.13% 109
2024
Q4 		$203K Buy
+2,400
New +$213K 0.11% 112

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
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
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
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 $1.61T AUM 30.72% 1-Year Est. Return

Carl P. Sherr & Co's PNW Position: Q1 2026 in Review

Carl P. Sherr & Co held its Pinnacle West Capital (PNW) position steady in Q1 2026 at 2,400 shares worth $242K. The position accounts for 0.11% of the portfolio, ranked #115.

Carl P. Sherr & Co first reported a position in PNW in Q4 2024 and has held it in 6 quarters since. 704 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Carl P. Sherr & Co held 2,400 shares of Pinnacle West Capital worth $242K as of Q1 2026.
  • Carl P. Sherr & Co left its Pinnacle West Capital share count unchanged in Q1 2026.
  • Pinnacle West Capital made up 0.11% of Carl P. Sherr & Co's portfolio in Q1 2026, its #115 holding.
  • Carl P. Sherr & Co first reported a position in Pinnacle West Capital in Q4 2024 and has held it in 6 quarters since.
  • 704 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Carl P. Sherr & Co's 13F filing for Q1 2026, filed 7 May 2026.