Covestor’s Pinnacle West Capital PNW Stock Holding History

Covestor’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	$24K	Sell	237 -47	-17%	-$4.53K	0.02%	1044
2025 Q4	$26K	Sell	284 -4	-1%	-$358	0.01%	1170
2025 Q3	$26K	Sell	288 -3	-1%	-$270	0.01%	1179
2025 Q2	$26K	Buy	291 +4	+1%	+$366	0.02%	1153
2025 Q1	$27K	Buy	287 +132	+85%	+$11.8K	0.02%	1089
2024 Q4	$13K	Buy	155 +5	+3%	+$444	0.01%	1397
2024 Q3	$13K	Sell	150 -2	-1%	-$171	0.01%	1405
2024 Q2	$12K	Sell	152 -2,502	-94%	-$189K	0.01%	1424
2024 Q1	$198K	Buy	2,654 +2,486	+1,480%	+$175K	0.13%	168
2023 Q4	$12K	Sell	168 -469	-74%	-$34.5K	0.01%	1434
2023 Q3	$47K	Sell	637 -1,292	-67%	-$103K	0.04%	800
2023 Q2	$157K	Sell	1,929 -717	-27%	-$57.2K	0.12%	215
2023 Q1	$210K	Buy	2,646 +2,478	+1,475%	+$187K	0.18%	93
2022 Q4	$13K	Sell	168 -2,481	-94%	-$177K	0.01%	1204
2022 Q3	$171K	Sell	2,649 -285	-10%	-$21K	0.15%	117
2022 Q2	$215K	Sell	2,934 -224	-7%	-$16.8K	0.18%	100
2022 Q1	$247K	Buy	3,158 +1,499	+90%	+$107K	0.17%	95
2021 Q4	$117K	Buy	+1,659	New	+$111K	0.16%	108

Other funds holding PNW

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Atlas Infrastructure Partners London, United Kingdom $2.84B AUM 4.75% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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