Carolinas Wealth Consulting’s Pinnacle West Capital PNW Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-25	Closed	-$2.38K	–	703
2025 Q1	$2.38K	Buy	25 +3	+14%	+$268	﹤0.01%	766
2024 Q4	$1.86K	Sell	22 -1	-4%	-$89	﹤0.01%	841
2024 Q3	$1.97K	Hold	23	–	–	﹤0.01%	823
2024 Q2	$1.69K	Buy	23 +7	+44%	+$528	﹤0.01%	826
2024 Q1	$1.21K	Buy	+16	New	+$1.13K	﹤0.01%	867
2023 Q4	–	Hold	0	–	–	–	996
2023 Q3	–	Hold	0	–	–	–	1015
2023 Q2	–	Hold	0	–	–	–	1057
2023 Q1	–	Hold	0	–	–	–	1058
2022 Q4	–	Hold	0	–	–	–	1067
2022 Q1	–	Sell	-372	Closed	-$26.6K	–	990
2021 Q4	$26K	Buy	372 +368	+9,200%	+$24.7K	0.01%	445
2021 Q3	$0	Hold	4	–	–	﹤0.01%	982
2021 Q2	$0	Hold	4	–	–	﹤0.01%	992
2021 Q1	$0	Sell	4 -1	-20%	-$77	﹤0.01%	984
2020 Q4	$0	Hold	5	–	–	﹤0.01%	997
2020 Q3	$0	Hold	5	–	–	﹤0.01%	987
2020 Q2	$0	Buy	+5	New	+$378	﹤0.01%	706

Other funds holding PNW

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AIP

Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Carolinas Wealth Consulting's PNW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Pinnacle West Capital (PNW) in Q2 2025, closing a stake of 25 shares — an estimated $2.38K sold.

Carolinas Wealth Consulting first reported a position in PNW in Q2 2020 and held it in 12 quarters. The position peaked at $26K in Q4 2021. 631 funds tracked by Wall St. Rank hold PNW as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Pinnacle West Capital position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 25 Pinnacle West Capital shares in Q2 2025, an estimated $2.38K.
Carolinas Wealth Consulting first reported a position in Pinnacle West Capital in Q2 2020 and held it in 12 quarters.
Carolinas Wealth Consulting's Pinnacle West Capital position peaked at $26K in Q4 2021.
631 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.