Clarkston Capital Partners’s Pinnacle West Capital PNW Stock Holding History

Clarkston Capital Partners’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 Q1	–	Sell	-5,000	Closed	-$424K	–	155
2024 Q4	$424K	Sell	5,000 -500	-9%	-$44.4K	0.01%	126
2024 Q3	$487K	Hold	5,500	–	–	0.01%	120
2024 Q2	$420K	Hold	5,500	–	–	0.01%	126
2024 Q1	$411K	Buy	+5,500	New	+$387K	0.01%	128
2023 Q4	–	Sell	-5,500	Closed	-$405K	–	168
2023 Q3	$405K	Hold	5,500	–	–	0.01%	121
2023 Q2	$448K	Hold	5,500	–	–	0.01%	119
2023 Q1	$436K	Hold	5,500	–	–	0.01%	119
2022 Q4	$418K	Hold	5,500	–	–	0.01%	130
2022 Q3	$355K	Hold	5,500	–	–	0.01%	135
2022 Q2	$402K	Hold	5,500	–	–	0.01%	137
2022 Q1	$430K	Hold	5,500	–	–	0.01%	140
2021 Q4	$388K	Hold	5,500	–	–	0.01%	125
2021 Q3	$398K	Hold	5,500	–	–	0.01%	112
2021 Q2	$451K	Hold	5,500	–	–	0.01%	107
2021 Q1	$447K	Buy	+5,500	New	+$425K	0.01%	107

Other funds holding PNW

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

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

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

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

Clarkston Capital Partners's PNW Position: Q1 2025 in Review

Clarkston Capital Partners sold out of Pinnacle West Capital (PNW) in Q1 2025, closing a stake of 5,000 shares — an estimated $424K sold.

Clarkston Capital Partners first reported a position in PNW in Q1 2021 and held it in 15 quarters. The position peaked at $487K in Q3 2024. 616 funds tracked by Wall St. Rank hold PNW as of Q1 2025.

Clarkston Capital Partners reported no remaining Pinnacle West Capital position as of Q1 2025 after selling out during the quarter.
Clarkston Capital Partners sold 5,000 Pinnacle West Capital shares in Q1 2025, an estimated $424K.
Clarkston Capital Partners first reported a position in Pinnacle West Capital in Q1 2021 and held it in 15 quarters.
Clarkston Capital Partners's Pinnacle West Capital position peaked at $487K in Q3 2024.
616 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2025.

Based on Clarkston Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.