Chevy Chase Trust
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Chevy Chase Trust’s Pinnacle West Capital PNW Stock Holding History

Chevy Chase Trust’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 		$5.95M Sell
59,064
-1,619
-3% -$156K 0.02% 487
2025
Q4 		$5.38M Sell
60,683
-266
-0.4% -$23.8K 0.01% 508
2025
Q3 		$5.46M Sell
60,949
-2,140
-3% -$193K 0.02% 502
2025
Q2 		$5.64M Buy
63,089
+3,459
+6% +$316K 0.02% 493
2025
Q1 		$5.68M Sell
59,630
-36
-0.1% -$3.21K 0.02% 491
2024
Q4 		$5.06M Sell
59,666
-1,220
-2% -$108K 0.02% 506
2024
Q3 		$5.39M Sell
60,886
-1,132
-2% -$96.7K 0.02% 502
2024
Q2 		$4.74M Sell
62,018
-791
-1% -$59.7K 0.02% 505
2024
Q1 		$4.69M Sell
62,809
-536
-0.8% -$37.7K 0.02% 512
2023
Q4 		$4.55M Sell
63,345
-347
-0.5% -$25.5K 0.02% 516
2023
Q3 		$4.69M Sell
63,692
-1,462
-2% -$116K 0.02% 492
2023
Q2 		$5.31M Sell
65,154
-595
-0.9% -$47.5K 0.02% 491
2023
Q1 		$5.21M Buy
65,749
+674
+1% +$50.9K 0.02% 494
2022
Q4 		$4.95M Sell
65,075
-3,952
-6% -$282K 0.02% 500
2022
Q3 		$4.45M Buy
69,027
+784
+1% +$57.8K 0.02% 503
2022
Q2 		$4.99M Buy
68,243
+413
+0.6% +$30.9K 0.02% 494
2022
Q1 		$5.3M Buy
67,830
+170
+0.3% +$12.2K 0.02% 505
2021
Q4 		$4.78M Sell
67,660
-1,589
-2% -$107K 0.02% 514
2021
Q3 		$5.01M Sell
69,249
-2,596
-4% -$206K 0.02% 513
2021
Q2 		$5.89M Sell
71,845
-3,787
-5% -$320K 0.02% 499
2021
Q1 		$6.15M Sell
75,632
-5,507
-7% -$426K 0.02% 494
2020
Q4 		$6.49M Sell
81,139
-28
-0% -$2.31K 0.02% 474
2020
Q3 		$6.05M Sell
81,167
-7,057
-8% -$540K 0.02% 452
2020
Q2 		$6.47M Sell
88,224
-5,035
-5% -$380K 0.03% 446
2020
Q1 		$7.07M Sell
93,259
-872
-0.9% -$79.1K 0.03% 404
2019
Q4 		$8.46M Buy
94,131
+150
+0.2% +$13.5K 0.03% 454
2019
Q3 		$9.12M Buy
93,981
+60
+0.1% +$5.65K 0.04% 418
2019
Q2 		$8.84M Buy
93,921
+197
+0.2% +$18.8K 0.04% 436
2019
Q1 		$8.93M Buy
93,724
+1,311
+1% +$118K 0.04% 437
2018
Q4 		$7.87M Buy
92,413
+304
+0.3% +$26.2K 0.04% 436
2018
Q3 		$7.29M Sell
92,109
-2,240
-2% -$180K 0.03% 474
2018
Q2 		$7.6M Sell
94,349
-326
-0.3% -$25.5K 0.03% 472
2018
Q1 		$7.55M Sell
94,675
-2,315
-2% -$182K 0.03% 469
2017
Q4 		$8.26M Sell
96,990
-566
-0.6% -$50K 0.04% 458
2017
Q3 		$8.25M Buy
97,556
+1,247
+1% +$109K 0.04% 450
2017
Q2 		$8.2M Buy
96,309
+128
+0.1% +$11K 0.04% 440
2017
Q1 		$8.02M Buy
96,181
+2,973
+3% +$238K 0.04% 438
2016
Q4 		$7.27M Buy
93,208
+236
+0.3% +$17.7K 0.04% 438
2016
Q3 		$7.07M Sell
92,972
-2,170
-2% -$169K 0.04% 440
2016
Q2 		$7.71M Buy
95,142
+1,279
+1% +$95.4K 0.04% 422
2016
Q1 		$7.05M Buy
93,863
+4,110
+5% +$281K 0.04% 433
2015
Q4 		$5.79M Buy
89,753
+626
+0.7% +$39.8K 0.03% 454
2015
Q3 		$5.72M Buy
89,127
+1,406
+2% +$85.9K 0.04% 452
2015
Q2 		$4.99M Buy
87,721
+1,160
+1% +$69.9K 0.03% 480
2015
Q1 		$5.52M Buy
86,561
+3,089
+4% +$206K 0.03% 478
2014
Q4 		$5.7M Sell
83,472
-851
-1% -$52.9K 0.04% 468
2014
Q3 		$4.61M Buy
84,323
+5,179
+7% +$289K 0.03% 493
2014
Q2 		$4.58M Buy
79,144
+452
+0.6% +$25K 0.03% 482
2014
Q1 		$4.3M Sell
78,692
-1,789
-2% -$95.9K 0.03% 482
2013
Q4 		$4.26M Buy
80,481
+2,939
+4% +$161K 0.03% 481
2013
Q3 		$4.25M Buy
77,542
+1,868
+2% +$105K 0.03% 461
2013
Q2 		$4.2M Buy
+75,674
New +$4.39M 0.04% 446

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

Chevy Chase Trust's PNW Position: Q1 2026 in Review

Chevy Chase Trust reduced its Pinnacle West Capital (PNW) stake by 2.7% in Q1 2026, selling an estimated $156K and leaving 59,064 shares worth $5.95M. The position accounts for 0.02% of the portfolio, ranked #487.

Chevy Chase Trust first reported a position in PNW in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.12M in Q3 2019. 703 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Chevy Chase Trust held 59,064 shares of Pinnacle West Capital worth $5.95M as of Q1 2026.
  • Chevy Chase Trust sold 1,619 Pinnacle West Capital shares in Q1 2026, an estimated $156K.
  • Pinnacle West Capital made up 0.02% of Chevy Chase Trust's portfolio in Q1 2026, its #487 holding.
  • Chevy Chase Trust first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 52 quarters since.
  • Chevy Chase Trust's Pinnacle West Capital position peaked at $9.12M in Q3 2019.
  • 703 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.