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Clearstead Advisors’s Pinnacle West Capital PNW Stock Holding History

Clearstead Advisors’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 		$3.02K Sell
30
-364
-92% -$35.1K ﹤0.01% 1817
2025
Q4 		$34.9K Buy
394
+185
+89% +$16.6K ﹤0.01% 1533
2025
Q3 		$18.7K Buy
209
+42
+25% +$3.78K ﹤0.01% 1668
2025
Q2 		$14.9K Buy
167
+101
+153% +$9.24K ﹤0.01% 1747
2025
Q1 		$6.29K Buy
+66
New +$5.89K ﹤0.01% 1706
2024
Q1 		– Sell
-17
Closed -$1.22K – 1617
2023
Q4 		$1.22K Buy
+17
New +$1.25K ﹤0.01% 1376
2023
Q2 		– Sell
-1,550
Closed -$123K – 1427
2023
Q1 		$123K Buy
+1,550
New +$117K 0.01% 473
2022
Q4 		– Sell
-20
Closed -$1K – 1364
2022
Q3 		$1K Hold
20
– – ﹤0.01% 1182
2022
Q2 		$1K Buy
+20
New +$1.5K ﹤0.01% 1211
2021
Q3 		– Sell
-21
Closed -$2K – 1361
2021
Q2 		$2K Buy
+21
New +$1.78K ﹤0.01% 1067

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 $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
SCP
Soroban Capital Partners New York $14B AUM 21.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return