CIM
PNW icon

Contravisory Investment Management’s Pinnacle West Capital PNW Stock Holding History

Contravisory Investment 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
Q2 		$19.7K Sell
184
-3,700
-95% -$378K ﹤0.01% 304
2026
Q1 		$391K Sell
3,884
-824
-18% -$79.5K 0.08% 154
2025
Q4 		$418K Sell
4,708
-348
-7% -$31.2K 0.08% 157
2025
Q3 		$453K Sell
5,056
-24
-0.5% -$2.16K 0.09% 167
2025
Q2 		$455K Buy
+5,080
New +$465K 0.09% 174
2024
Q1 		– Sell
-6,952
Closed -$499K – 380
2023
Q4 		$499K Sell
6,952
-744
-10% -$54.7K 0.12% 114
2023
Q3 		$567K Buy
7,696
+75
+1% +$5.95K 0.16% 83
2023
Q2 		$621K Buy
7,621
+124
+2% +$9.89K 0.16% 75
2023
Q1 		$594K Buy
7,497
+285
+4% +$21.5K 0.17% 72
2022
Q4 		$548K Buy
7,212
+983
+16% +$70.2K 0.15% 79
2022
Q3 		$402K Hold
6,229
– – 0.13% 89
2022
Q2 		$455K Buy
+6,229
New +$466K 0.15% 77
2019
Q3 		– Sell
-3,421
Closed -$322K – 300
2019
Q2 		$322K Buy
+3,421
New +$326K 0.12% 113
2017
Q1 		– Sell
-335
Closed -$26K – 331
2016
Q4 		$26K Buy
335
+135
+68% +$10.1K 0.01% 165
2016
Q3 		$15K Buy
+200
New +$15.6K ﹤0.01% 164

Other funds holding PNW

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
BCFS
Butensky & Cohen Financial Security Ponte Vedra Beach, Florida $404M AUM 34.65% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return