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Coldstream Capital Management’s Pinnacle West Capital PNW Stock Holding History

Coldstream Capital 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 		$347K Buy
+3,449
New +$333K ﹤0.01% 866
2025
Q4 		– Sell
-2,983
Closed -$267K – 1236
2025
Q3 		$267K Sell
2,983
-78
-3% -$7.02K ﹤0.01% 992
2025
Q2 		$274K Sell
3,061
-107
-3% -$9.79K ﹤0.01% 931
2025
Q1 		$302K Buy
3,168
+126
+4% +$11.2K 0.01% 804
2024
Q4 		$258K Sell
3,042
-68
-2% -$6.04K 0.01% 900
2024
Q3 		$276K Buy
3,110
+299
+11% +$25.5K 0.01% 876
2024
Q2 		$215K Buy
+2,811
New +$212K 0.01% 914
2023
Q3 		– Sell
-2,653
Closed -$216K – 842
2023
Q2 		$216K Buy
+2,653
New +$212K 0.01% 765
2022
Q2 		$238K Sell
3,247
-697
-18% -$52.1K 0.01% 666
2022
Q1 		$308K Buy
3,944
+711
+22% +$50.9K 0.01% 559
2021
Q4 		$228K Buy
+3,233
New +$217K 0.01% 736

Other funds holding PNW

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
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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return

Coldstream Capital Management's PNW Position: Q1 2026 in Review

Coldstream Capital Management opened a new position in Pinnacle West Capital (PNW) in Q1 2026: 3,449 shares worth $347K. The stake represents ﹤0.01% of the portfolio and ranks #866 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in PNW as recently as Q3 2025.

Coldstream Capital Management first reported a position in PNW in Q4 2021 and has held it in 11 quarters since. 705 funds tracked by Wall St. Rank hold PNW as of Q1 2026.

  • Coldstream Capital Management held 3,449 shares of Pinnacle West Capital worth $347K as of Q1 2026.
  • Pinnacle West Capital was a new Coldstream Capital Management position in Q1 2026.
  • Pinnacle West Capital made up ﹤0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #866 holding.
  • Coldstream Capital Management first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 11 quarters since.
  • 705 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.