CI Investments Inc
PNW icon

CI Investments Inc’s Pinnacle West Capital PNW Stock Holding History

CI Investments Inc’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
Q4 		– Sell
-1,617
Closed -$145K – 1097
2025
Q3 		$145K Sell
1,617
-950
-37% -$85.5K ﹤0.01% 793
2025
Q2 		$230K Sell
2,567
-878
-25% -$80.3K ﹤0.01% 684
2025
Q1 		$328K Buy
3,445
+244
+8% +$21.8K ﹤0.01% 616
2024
Q4 		$271K Buy
3,201
+294
+10% +$26.1K ﹤0.01% 651
2024
Q3 		$258K Sell
2,907
-129
-4% -$11K ﹤0.01% 598
2024
Q2 		$232K Buy
3,036
+511
+20% +$38.6K ﹤0.01% 604
2024
Q1 		$189K Buy
2,525
+465
+23% +$32.7K ﹤0.01% 712
2023
Q4 		$148K Buy
2,060
+620
+43% +$45.6K ﹤0.01% 754
2023
Q3 		$106K Buy
1,440
+3
+0.2% +$238 ﹤0.01% 819
2023
Q2 		$117K Buy
1,437
+85
+6% +$6.78K ﹤0.01% 749
2023
Q1 		$107K Buy
1,352
+107
+9% +$8.07K ﹤0.01% 724
2022
Q4 		$95K Buy
1,245
+1,239
+20,650% +$88.5K ﹤0.01% 762
2022
Q3 		$0 Hold
6
– – ﹤0.01% 1336
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1381
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1408
2021
Q4 		$0 Sell
6
-9,422
-100% -$633K ﹤0.01% 1405
2021
Q3 		$682K Sell
9,428
-604
-6% -$47.9K ﹤0.01% 518
2021
Q2 		$822K Buy
10,032
+1,873
+23% +$158K ﹤0.01% 503
2021
Q1 		$664K Buy
8,159
+1,459
+22% +$113K ﹤0.01% 469
2020
Q4 		$536K Sell
6,700
-94,708
-93% -$7.81M ﹤0.01% 490
2020
Q3 		$7.56M Buy
101,408
+97,596
+2,560% +$7.47M 0.04% 246
2020
Q2 		$279K Sell
3,812
-19,110
-83% -$1.44M ﹤0.01% 489
2020
Q1 		$1.74M Sell
22,922
-3,646
-14% -$331K 0.01% 300
2019
Q4 		$2.39M Sell
26,568
-860
-3% -$77.6K 0.01% 301
2019
Q3 		$2.66M Buy
+27,428
New +$2.58M 0.01% 277

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CI Investments Inc's PNW Position: Q4 2025 in Review

CI Investments Inc sold out of Pinnacle West Capital (PNW) in Q4 2025, closing a stake of 1,617 shares — an estimated $145K sold.

CI Investments Inc first reported a position in PNW in Q3 2019 and held it in 25 quarters. The position peaked at $7.56M in Q3 2020. 658 funds tracked by Wall St. Rank hold PNW as of Q4 2025.

  • CI Investments Inc reported no remaining Pinnacle West Capital position as of Q4 2025 after selling out during the quarter.
  • CI Investments Inc sold 1,617 Pinnacle West Capital shares in Q4 2025, an estimated $145K.
  • CI Investments Inc first reported a position in Pinnacle West Capital in Q3 2019 and held it in 25 quarters.
  • CI Investments Inc's Pinnacle West Capital position peaked at $7.56M in Q3 2020.
  • 658 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q4 2025.

Based on CI Investments Inc's 13F filing for Q4 2025, filed 12 Feb 2026.