Creative Planning’s Pinnacle West Capital PNW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.5M | Buy |
164,145
+65,692
| +67% | +$6.34M | 0.01% | 506 |
|
|
2025
Q4 | $8.73M | Buy |
98,453
+55,953
| +132% | +$5.01M | 0.01% | 672 |
|
|
2025
Q3 | $3.81M | Buy |
42,500
+14,396
| +51% | +$1.3M | ﹤0.01% | 1041 |
|
|
2025
Q2 | $2.51M | Buy |
28,104
+1,201
| +4% | +$110K | ﹤0.01% | 1154 |
|
|
2025
Q1 | $2.56M | Buy |
26,903
+878
| +3% | +$78.4K | ﹤0.01% | 1022 |
|
|
2024
Q4 | $2.21M | Buy |
26,025
+309
| +1% | +$27.4K | ﹤0.01% | 1072 |
|
|
2024
Q3 | $2.28M | Buy |
25,716
+2,272
| +10% | +$194K | ﹤0.01% | 994 |
|
|
2024
Q2 | $1.79M | Buy |
23,444
+6,322
| +37% | +$477K | ﹤0.01% | 1049 |
|
|
2024
Q1 | $1.28M | Buy |
17,122
+3,407
| +25% | +$240K | ﹤0.01% | 1179 |
|
|
2023
Q4 | $985K | Sell |
13,715
-1,174
| -8% | -$86.3K | ﹤0.01% | 1241 |
|
|
2023
Q3 | $1.1M | Sell |
14,889
-534
| -3% | -$42.4K | ﹤0.01% | 1127 |
|
|
2023
Q2 | $1.26M | Buy |
15,423
+1,181
| +8% | +$94.2K | ﹤0.01% | 1013 |
|
|
2023
Q1 | $1.13M | Sell |
14,242
-818
| -5% | -$61.7K | ﹤0.01% | 1014 |
|
|
2022
Q4 | $1.15M | Sell |
15,060
-56
| -0.4% | -$4K | ﹤0.01% | 974 |
|
|
2022
Q3 | $975K | Buy |
15,116
+1,786
| +13% | +$132K | ﹤0.01% | 978 |
|
|
2022
Q2 | $975K | Buy |
13,330
+2,379
| +22% | +$178K | ﹤0.01% | 991 |
|
|
2022
Q1 | $856K | Buy |
10,951
+482
| +5% | +$34.5K | ﹤0.01% | 1063 |
|
|
2021
Q4 | $739K | Sell |
10,469
-776
| -7% | -$52.1K | ﹤0.01% | 1097 |
|
|
2021
Q3 | $814K | Buy |
11,245
+1,279
| +13% | +$101K | ﹤0.01% | 1046 |
|
|
2021
Q2 | $817K | Sell |
9,966
-2,339
| -19% | -$198K | ﹤0.01% | 1019 |
|
|
2021
Q1 | $1M | Buy |
12,305
+1,180
| +11% | +$91.3K | ﹤0.01% | 1023 |
|
|
2020
Q4 | $889K | Sell |
11,125
-453
| -4% | -$37.3K | ﹤0.01% | 1013 |
|
|
2020
Q3 | $863K | Sell |
11,578
-630
| -5% | -$48.2K | ﹤0.01% | 865 |
|
|
2020
Q2 | $895K | Sell |
12,208
-1,641
| -12% | -$124K | ﹤0.01% | 781 |
|
|
2020
Q1 | $1.05M | Buy |
13,849
+653
| +5% | +$59.2K | ﹤0.01% | 628 |
|
|
2019
Q4 | $1.19M | Sell |
13,196
-1,293
| -9% | -$117K | ﹤0.01% | 712 |
|
|
2019
Q3 | $1.41M | Sell |
14,489
-604
| -4% | -$56.9K | ﹤0.01% | 610 |
|
|
2019
Q2 | $1.42M | Sell |
15,093
-787
| -5% | -$75K | ﹤0.01% | 611 |
|
|
2019
Q1 | $1.52M | Buy |
15,880
+89
| +0.6% | +$8.03K | 0.01% | 566 |
|
|
2018
Q4 | $1.34M | Buy |
15,791
+1,372
| +10% | +$118K | 0.01% | 550 |
|
|
2018
Q3 | $1.14M | Buy |
14,419
+918
| +7% | +$73.7K | ﹤0.01% | 707 |
|
|
2018
Q2 | $1.09M | Buy |
13,501
+69
| +0.5% | +$5.4K | ﹤0.01% | 707 |
|
|
2018
Q1 | $1.07M | Buy |
13,432
+741
| +6% | +$58.1K | ﹤0.01% | 697 |
|
|
2017
Q4 | $1.08M | Buy |
12,691
+896
| +8% | +$79.1K | ﹤0.01% | 693 |
|
|
2017
Q3 | $997K | Buy |
11,795
+476
| +4% | +$41.7K | ﹤0.01% | 721 |
|
|
2017
Q2 | $964K | Sell |
11,319
-64
| -0.6% | -$5.51K | ﹤0.01% | 712 |
|
|
2017
Q1 | $949K | Buy |
11,383
+1,062
| +10% | +$84.9K | 0.01% | 700 |
|
|
2016
Q4 | $805K | Buy |
10,321
+3,078
| +42% | +$231K | ﹤0.01% | 708 |
|
|
2016
Q3 | $550K | Buy |
7,243
+622
| +9% | +$48.4K | ﹤0.01% | 838 |
|
|
2016
Q2 | $537K | Buy |
6,621
+348
| +6% | +$25.9K | ﹤0.01% | 740 |
|
|
2016
Q1 | $471K | Sell |
6,273
-1,238
| -16% | -$84.6K | ﹤0.01% | 773 |
|
|
2015
Q4 | $484K | Buy |
7,511
+1,025
| +16% | +$65.2K | ﹤0.01% | 770 |
|
|
2015
Q3 | $416K | Buy |
+6,486
| New | +$396K | ﹤0.01% | 811 |
|
|
2015
Q2 | – | Sell |
-5,644
| Closed | -$360K | – | 2498 |
|
|
2015
Q1 | $360K | Buy |
5,644
+198
| +4% | +$13.2K | ﹤0.01% | 898 |
|
|
2014
Q4 | $372K | Buy |
5,446
+282
| +5% | +$17.5K | ﹤0.01% | 827 |
|
|
2014
Q3 | $282K | Buy |
5,164
+2,644
| +105% | +$147K | ﹤0.01% | 895 |
|
|
2014
Q2 | $146K | Sell |
2,520
-493
| -16% | -$27.3K | ﹤0.01% | 1210 |
|
|
2014
Q1 | $165K | Sell |
3,013
-398
| -12% | -$21.3K | ﹤0.01% | 1094 |
|
|
2013
Q4 | $181K | Buy |
3,411
+250
| +8% | +$13.7K | ﹤0.01% | 916 |
|
|
2013
Q3 | $173K | Sell |
3,161
-517
| -14% | -$29K | ﹤0.01% | 825 |
|
|
2013
Q2 | $204K | Buy |
+3,678
| New | +$214K | ﹤0.01% | 679 |
|
Other funds holding PNW
VCM
VPM
AIP
SCP
