Chesapeake Asset Management’s Pinnacle West Capital PNW Stock Holding History

Chesapeake Asset 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
2026 Q1	$32.7K	Hold	325	–	–	0.03%	171
2025 Q4	$28.8K	Hold	325	–	–	0.02%	185
2025 Q3	$29.1K	Hold	325	–	–	0.03%	171
2025 Q2	$29.1K	Hold	325	–	–	0.03%	161
2025 Q1	$31K	Hold	325	–	–	0.03%	142
2024 Q4	$27.6K	Hold	325	–	–	0.03%	152
2024 Q3	$28.8K	Sell	325 -1	-0.3%	-$85	0.03%	152
2024 Q2	$24.9K	Hold	326	–	–	0.02%	154
2024 Q1	$24.4K	Hold	326	–	–	0.02%	147
2023 Q4	$23.4K	Hold	326	–	–	0.02%	175
2023 Q3	$24K	Hold	326	–	–	0.02%	187
2023 Q2	$26.6K	Hold	326	–	–	0.02%	164
2023 Q1	$25.8K	Buy	+326	New	+$24.6K	0.02%	170

Other funds holding PNW

Capital Research Global Investors

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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